Bbinsurance

To assist the Acturis Support Lead to deliver support and assistance to the business · Liaise with third parties including Acturis to ensure issues or change requests are resolved promptly and accurately · Work with the...

Developing a personal pipeline of new business · Adding new introducers to your network · Advising clients on New Business Quotations, coverage requirements and ultimately through to their renewals

Acting as the first point of contact via phone, email and post · Responding to membership enquiries within agreed timescales · Processing applications, renewals, amendments, cancellations and refunds

Identify and generate new business lead and cross-sale opportunities · Develop relationships with new and existing clients · Utilise existing knowledge and expertise, providing technical advice where required

Identify and generate new business lead and cross-sale opportunities · Develop relationships with new and existing clients · Utilise existing knowledge and expertise, providing technical advice where required

Responding to agent, landlord, tenant, and interested party enquiries including initial dispute notification and deposit releases via telephone (inbound and outbound), post, live chat, and e-mail · Processing...

Own the commercial oversight of the Hub’s schemes and facilities. · Review and renegotiate arrangements to improve capacity, coverage, pricing, service and commercial terms. · Identify and develop new schemes,...

Deliver against agreed targets and plans. · New Business Quotations, Renewals and MTA’s - drive sales and service excellence & retain existing commercial book. · Typical classes of insurance broking cover Liabilities,...

Responding to agent, landlord, tenant, and interested party enquiries including initial dispute notification and deposit releases via telephone (inbound and outbound), post, live chat, and e-mail · Processing...

Create and execute test plans, test cases, and test scripts for new developments, enhancements, and system changes. · Perform functional, regression, integration, and user acceptance testing to ensure solutions meet...

Achieve new business & renewal targets · Engage with marketing strategy and promptly act on leads. · Develop introducer relationships

Providing expert advice and guidance on the Financial Conduct Authority’s (FCA) regulation to network partner brokers. · Conducting health-checks visits to network partner brokers as specified in their business services...

Implementation and installation of the Acturis system for Partner Brokers · Training on Acturis Hedron Network IT solutions · Act as primary contact point for resolving broking and accounting issues

Introduce and champion modern testing tools, frameworks, and practices. · Define and monitor key quality metrics such as defect density, test coverage, and mean time to recovery. · Collaborate with Product Owners and...

Achieve new business & renewal targets · Engage with marketing strategy and promptly act on leads. · Develop introducer relationships

Handle claims allocated, including the creation of records and claim files, chasing clients and insurers for outstanding documents, chasing claims to a satisfactory conclusion, appointing Loss Adjusters/Engineers where...

Visits to prospects to obtain relevant information to enable quotations to be obtained. · Negotiate/broke business with insurers with a view to arranging appropriate cover at a competitive premium. · Follow-up visits to...

Process and validate claims payments, including indemnity, fees, and expense payments, in accordance with policy terms and delegated authority limits · Ensure accurate posting of claims costs, reserves, and recoveries...

Managing a book of renewals which are allocated each month, together with MTA’s and cancellations · Dealing with New Business enquiries · Issuing contract certain quotations to the clients, together with Policy...

Perform the month-end close process, including preparation, review, and posting of General Ledger (GL) journal entries, including transfer of balance from RiskServe to Workday (General Ledger) · Ensure all month-end...

Providing administrative support and servicing clients for designated Account Executives or Small Business Unit (SBU) as required in a professional, timely and efficient manner - handling quotations, new business,...

Work with Account Executives in achievement of their New Business and Renewal targets through proactive administration and customer support of the AE. · Proactively support AE’s through management of their prospect...

Deliver excellent customer service to all customers · Uphold the company's mission statement and values · Responsible for the achievement of individual income target

Underwrite in accordance with the Plum Internal Underwriting Guide and the Underwriting authority awarded · Trade with Brokers to maximise conversion and retention within your authority · Monthly reporting to Line...

Deal with nominated new & existing business insurance enquiries in a proactive manner · Administration of clients insurance requirements on a daily basis in relation to renewals, midterm adjustments and new business...

Deliver outstanding client service to ensure consistently positive outcomes. · Contribute to the growth of client numbers and policies through proactive engagement and relationship building.

Proactively developing and managing client requirements across their portfolio's including from new business leads to quotation and beyond. · Assist the directors with some renewals, additional quotations, mid term...

Developing a personal pipeline of new business · Adding new introducers to your network · Advising clients on New Business Quotations, coverage requirements and ultimately through to their renewals

Deliver against agreed targets and plans. · New Business Quotations, Renewals and MTA’s - drive sales and service excellence & retain existing commercial book. · Typical classes of insurance broking cover Liabilities,...

Meet and deliver against your agreed Renewal Retention and/or New Business targets, contributing towards overall budget objectives & KPI’s · Complete all roles and tasks as required, ensuring you adhere to procedures...

Providing advice, recommendations and quotations to prospective clients · Lead generation including cold calling and information gathering · Develop and maintain specialist understanding of allocated trade sectors...

Maintaining and enhancing existing Client relationships · Performing tasks relating to our Cosmetic Insurance product (including securing policy renewals, providing quotations and securing new business) · Actively...

Deal with nominated new & existing business insurance enquiries in a proactive manner · Administration of clients insurance requirements on a daily basis in relation to renewals, midterm adjustments and new business...

Match and allocate daily cash receipts within RiskServe against open items. · Reconcile bordereaux against cash received and identify variances. · Investigate and resolve unmatched and unallocated cash balances.

At least 5 years of experience advising or writing new business with corporate clients on workplace pensions, preferably within a benefits consultancy · Strong new business experience and the ability to develop your...

Engage with Regional Leadership: Act as the regional QA leader, report directly to the Regional Director and maintain a dotted line to the Head of QA for national strategic alignment. · Support Strategic Initiatives:...

Producing renewal income to target. · Leading and developing relationships with a portfolio of clients for delivery of client satisfaction. · Managing and coordinating all workflow. Handle client queries professionally...

Processing new business, renewals, revised renewals, lapses (including issuing receipts) and mid-term adjustments · Managing client and departmental mailboxes · Preparing written responses to routine enquiries

Own and operate the Acturis Small Change governance framework, ensuring all small change activity is identified, assessed, prioritised, approved, and delivered in a controlled, auditable manner. · Lead the operational...

To provide high quality and effective, technical and administrative support to the business in relation to the management of both new and existing underwriting agreements (also referred to as binders, binding authority...

Design, build, and deploy AI‑powered applications including chatbots, copilots, document intelligence, and decision‑support tools for insurance use cases. · Implement Retrieval‑Augmented Generation (RAG) patterns using...

Providing high level administrative support to Consultants · Assisting with the management of policy memberships and liaising directly with insurers (adding/removing members, personal details changes etc.) · Provide...

Meet and deliver against your agreed Renewal Retention and/or New Business Targets, contributing towards the teams overall budget targets & KPI’s · Ensure you carry out thorough pre renewal reviews with your clients...

Assist underwriters in evaluating insurance applications and assessing risk exposure · Prepare and review policy documentation, endorsements, and renewals · Liaise with brokers, clients, and internal teams to gather...

• Underwrite, price and negotiate accounts consistent with the quality of risk and according the company’s strategy and guidelines.