Broker Onboarding Associate

General:

Job description and person specification

Job Summary: To assist the team in maintaining efficient broker on-boarding processes

Key Responsibilities:

• Receive and process requests for onboarding of new brokers, utilising relationships with external service providers
• Carrying out due diligence on brokers and escalating, where necessary
• Create, submit, receive, amend and store documentation, specific for each legal entity
• Attend team meetings with the wider broker onboarding team across the group.
• Generate MI for the work performed in the month
• Referral of technical queries to relevant stakeholders
• Management of the broker onboarding email inbox

• Provide a professional service to brokers in writing
• Maintain and develop key relationships including brokers, underwriters, outsource providers, and responding to client queries in an accurate and timely fashion.
• Attend meetings as required.
• Maintain data on internal systems in accordance with Beazley data standards.
• Support any project work required.

General

At Beazley we are committed to doing the right thing because it is the right thing to do. It is important that within all your interactions both internally and externally you adhere to this principle through adoption of Beazley’s core values and behaviors – PIED and Being Beazley.

• Adopt the Beazley culture of Professionalism, Integrity, Effectiveness and Dynamic that contributes to an internal environment of teamwork and promote a positive brand image and experience to our external customers.
• Comply with Beazley procedures, policies and regulations including the code of conduct. Undertake training on Beazley policies and procedures as delivered by your line manager, Culture & People or assurance teams (compliance, risk, internal audit) either directly, via e-learning or the learning management system.
• Display business ethics that uphold the interests of all our customers.
• Ensure all interactions with customers are focused on delivering a fair outcome, including having the right products for their needs.
• Comply with any specific responsibilities necessary for your role as outlined by your line manager, Culture & People or assurance teams (compliance, risk, internal audit) and ensure you keep up to date with developments in these areas. This may include, amongst others, Beazley’s underwriting control standards, Beazley’s claims control standards, other Beazley standards and customer relationship management.
• Carry out additional responsibilities as individually notified, either through your objectives or through the learning management system. These may include membership of any Beazley committees or working groups.

Personal Specification:

Location

Birmingham, UK

• Educated to A-Level (or equivalent) standard

• Computer skills – good working knowledge of MS Office, well developed spreadsheet skills and the ability to learn new software packages
• Able to communicate effectively with others, both verbally and in writing
• The ability to manage time, meet deadlines and prioritise
• Additional languages of French or German desirable

• Administrative experience, preferably within the insurance, legal or financial services sectors desirable
• Proven background in accurate, high volume date entry desirable
• Insurance and / or legal experience advantageous

• Outcome focused, self-motivated, flexible and enthusiastic
• Professional approach to successfully interact with managers/colleagues/external suppliers
• Process driven
• Attention to detail
• Inquisitive

• Initiative
• Detail orientated
• Time management
• Relationship building
• Communication skills