Resumen :
Job Title : Underwriting Assistant (German, Spanish & English speaker)
Division : Underwriting Operations
Reports To : As per Beazley Org Structure
Key Relationships : Underwriters, Brokers, Underwriting Assistants, UCO, and external clients and suppliers.
Job Summary
To assist the team in maintaining efficient underwriting operations processes and providing
customer service to clients.
Objective of the Role
- To provide support and assistance to Underwriters by submission triage, reviewing new and renewal business, including quoting, rating, binding, and issuance support
- To manage account activities throughout the underwriting process
- To provide effective reporting on account portfolio
- To establish good internal and external relationships with clients and stakeholders
Key Responsibilities
Underwriting Support
Entering / updating policy information in the policy admin systemGather information for new business and renewal quotingLiaise with Broker queriesPrepare quote and rating tools for the UnderwriterData verification to ensure integrity and accuracyProduce quote documentationPhotocopying, logging, scanning quotes and declinatures, filing as requiredAssist with risk analysis, consistent with underwriting guidelinesConfirm pricing and binding conditions are metIssue new and renewal quotes, binders, and policies within company guidelinesHandle midterm account management activitiesInteract with other teams at Beazley on matters affecting or related to accounts within the portfolioAttend underwriting training and meetings as appropriateProduce reports on accounts portfolioHelp maintain team standards through supporting other underwriting assistants in achieving their service / quality levels and targets as requiredPrepare, generate and issue policy documents as requiredOversee the process for administering mid-term adjustments as requiredComply with all legal and regulatory requirements to ensure obligations are metTax data entry into relevant systems if applicable to product line and region, as requiredLondon based UAs should be prepared to attend to box at Lloyds periodically to support UnderwritersSupport the underwriters and team leader as requiredParticipate in ad-hoc project work periodicallyBroker / Client Interaction
Provide professional service to brokers via email, telephone, and face to faceServe as the first point of contact for customer inquiries during the account life cycleMaintain and develop key relationships by responding to all client queries in a timely and accurate mannerGeneral
It is important that within all your interactions both internally and externally you adhere Beazleys core values - Being Bold, Striving for Better, and Doing the Right Thing as they contribute to an internal environment of teamwork and promote a positive brand image and experience to our external customers.
We also expect Beazley employees to :
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, the Culture & People development 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, the Talent Management or assurance teams (compliance, risk, internal audit) and ensure you keep up to date with developments in these areas. This may include, amongst others, Beazleys underwriting control standards, Beazleys 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
This role requires someone result focused, self-motivated, flexible and enthusiastic. This role would be ideal for somebody with a professional approach to interact successfully with other clients, building relationships and an ability to negotiate with both internal and external parties.
Skills and Abilities
Fluency in English and other languages based on regional business requirementsDemonstrated ability to build relationships with a wide range of stakeholdersAccurate and numerateComputer skills good working knowledge of MS OfficeStrong analytical skills with excellent attention to detailEffective communication skills (written, verbal, active listening)Ability to manage time, meet deadlines and prioritizeCapable and comfortable with high percentage of daily activities requiring data entryKnowledge and Experience
Proven administrative experience, preferably within the insurance or financial services sectorsProven background in accurate, high volume data entryUnderwriting Assistant experience is advantageousCompetencies
Achievement driveAnalytical thinkingInformation seekingCustomer focusInitiativeCollaborativeProblem solvingDetail orientedTeam workingTime managementRelationship developmentEffective communicationAptitude and Disposition
Result / outcome focused, self-motivated, flexible and enthusiasticProfessional approach to interact successfully with managers / colleagues / external suppliersValues continuous personal and professional developmentWho We Are
Beazley is a specialist insurance company with over 30 years experience helping people, communities and businesses to manage risk all around the world. Our mission is to inspire our clients and people with the confidence and freedom to explore, create and build to enable businesses to thrive. Our clients want to live and work freely and fully, knowing they are benefitting from the most advanced thinking in the insurance market. Our goal is to become the highest performing sustainable specialist insurer.
Our products are wide ranging, from cyber & tech insurance to marine, healthcare, financial institutions and contingency; covering risks such as the weather, film production or protection from deadly weapons.
Our Culture
We employ over 1,500 people globally, hosting a wonderful diversity of cultures, experiences and backgrounds. We are proud of our family-feel culture at Beazley that empowers our staff to work from when and where they want, in an adult environment that is big on collaboration, diversity of thought and personal accountability.
Our three core values inspire the way we work and how we treat our people and customers.
Be boldStrive for betterDo the right thingUpholding these values every day has enabled us to become an innovative and responsive organization in touch with the changing world around us our ambitious inclusion & diversity and sustainability targets are testament to this.
We are proud to offer a flexible working environment, where our employees are able to work from the location that they consider most appropriate for the tasks they are undertaking. There will still be a requirement to attend the office based on business need, but our people are empowered to work with their teams to establish a model that works well for the individuals and for stakeholders.
Explore a variety of networks to assist with professional and / or personal development. Our Employee Networks include :
Beazley RACE - Including, understanding and celebrating People of ColourBeazley SHE - Successful, High potential, Empowered women in insuranceBeazley Proud - Our global LGBTQ communityBeazley Wellbeing - Supporting employees with their mental wellbeingBeazley Families - Supporting families and parents-to-beWe encourage internal career progression at Beazley, giving you all the tools you need to drive your own career here, such as :
Internal Pathways (helping you grow into an underwriting role)iLearn (our own learning & development platform)LinkedIn LearningMentorship programExternal qualification sponsorshipContinuing education and tuition reimbursementSecondment assignmentsBeazley SHE - Successful, High potential, Empowered women in insuranceBeazley Proud - Our global LGBTQ communityAs a Beazley employee, you are provided access to our fantastic array of benefits. We are committed to offering employees and their families a comprehensive benefits package. Examples of some of our benefits include :
Lifestyle allowanceCommuting reimbursementFree in-office lunch, dailySix months parental leaveSabbatical (after 10 years of service)Retirement plan matching (varies by country)Responsabilidades : Underwriting Support
Support the Underwriters in the delivery of an effective and efficient administration serviceProvide pre-underwriting and rating support to Underwriters and other staff.Ensure timely and accurate data entry and scanning of risk documentation onto all Beazley systems within agreed service levels. Specifically checking agreed % of risk entries as required.Data verification, integrity & accuracy.Photocopying, logging and scanning quotes and declinatures, filing, archiving and scanning.Interact with other teams within Beazley, ie Claims, Finance, Compliance, Management Services and other underwriting teams on matters affecting or related to accounts within the portfolio.Help maintain team standards through supporting other underwriting assistants in achieving their service / quality levels and targets, as required.Reporting
Provide accurate management information to senior management team and underwriters.Produce ad hoc reports, presentations and marketing literature for senior managers, underwriters and other members of staff as requested.Broker / Client Interaction
Provide a professional service to brokers in person, writing, email and telephone.Maintain and develop key relationships including brokers and external clients, responding to client queries in an accurate and timely fashion.Attend client meetings as required.Cualificaciones :
Education and Qualifications
Educated to A level / High School graduate or equivalentDegree in any discipline preferred but not essentialSkills and Abilities
Accurate and numerateComputer skills good working knowledge of MS Office, well developed spreadsheet skillsAble to communicate effectively with others, both verbally and in writingMotivational skills, team worker as well as able to work on own initiativeThe ability to manage time, meet deadlines and prioritiseKnowledge and Experience
Proven administrative experience, preferably within the insurance or financial services sectorsProven background in accurate, high volume date entryInsurance experience advantageousAptitude and Disposition
Outcome focused, self-motivated, flexible and enthusiasticProfessional approach to successfully interact with managers / colleagues / external suppliersCompetencies
Achievement orientationAnalytical thinkingInformation seekingCustomer focusTeam workingInitiativeProblem solvingDetail orientatedTime managementRelationship buildingCommunication skills
