Job Description
Descripción del trabajo
Esta oferta es con Beazley, un empleador inclusivo y miembro de myGwork – la mayor plataforma global para la comunidad LGBTQ+. No se debe contactar directamente al reclutador.
Overview

Job Title: Underwriting Assistant
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

Provide support and assistance to Underwriters by submission triage, reviewing new and renewal business, including quoting, rating, binding, and issuance support.
Manage account activities throughout the underwriting process.
Provide effective reporting on account portfolio.
Establish good internal and external relationships with clients and stakeholders.

Key Responsibilities

Underwriting Support

Entering / updating policy information in the policy admin system.
Gather information for new business and renewal quoting.
Liaise with Broker queries.
Prepare quote and rating tools for the Underwriter.
Data verification to ensure integrity and accuracy.
Produce quote documentation.
Photocopying, logging, scanning quotes and declinatures, filing as required.
Assist with risk analysis, consistent with underwriting guidelines.
Confirm pricing and binding conditions are met.
Issue new and renewal quotes, binders, and policies within company guidelines.


Handle midterm account management activities: Interact with other teams at Beazley on matters affecting or related to accounts within the portfolio.
Attend underwriting training and meetings as appropriate.
Produce reports on accounts portfolio.
Help maintain team standards through supporting other underwriting assistants in achieving service/quality levels and targets.
Prepare, generate and issue policy documents as required.
Oversee the process for administering mid-term adjustments as required.
Comply with all legal and regulatory requirements to ensure obligations are met.
Tax data entry into relevant systems if applicable.
London based UAs should be prepared to attend to box at Lloyds periodically to support Underwriters.
Support the underwriters and team leader as required.
Participate in ad-hoc project work periodically.
Broker / Client Interaction

Provide professional service to brokers via email, telephone, and face to face.
Serve as the first point of contact for customer inquiries during the account life cycle.
Maintain and develop key relationships by responding to all client queries in a timely and accurate manner.



General
Adhere to Beazley’s core values - Being Bold, Striving for Better, and Doing the Right Thing, contributing to an internal environment of teamwork and promoting a positive brand image and experience to our external customers.
Employee Expectations

Adopt the Beazley culture of Professionalism, Integrity, Effectiveness and Dynamic.
Comply with Beazley procedures, policies, and regulations including the code of conduct.
Undertake training on Beazley policies and procedures as delivered by manager or learning teams.
Display business ethics that uphold the interests of all 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 the role as outlined by line manager or assurance teams, including underwriting control standards, claims control standards, and customer relationship management.
Carry out additional responsibilities as notified through objectives or the learning management system.

Personal Specification
This role requires someone result focused, self‑motivated, flexible and enthusiastic. Ideal for someone with a professional approach to interact successfully with other clients, building relationships and an ability to negotiate with internal and external parties.
Skills and Abilities

Fluency in English and other languages based on regional business requirements.
Demonstrated ability to build relationships with a wide range of stakeholders.
Accurate and numerate.
Computer skills – good working knowledge of MS Office.
Strong analytical skills with excellent attention to detail.
Effective communication skills (written, verbal, active listening).

Ability to manage time, meet deadlines and prioritize
Capable and comfortable with high percentage of daily activities requiring data entry.
Knowledge and Experience

Proven administrative experience, preferably within insurance or financial services sectors.
Proven background in accurate, high volume data entry.
Underwriting Assistant experience is advantageous.

Competencies

Achievement drive
Analytical thinking
Information seeking
Customer focus
Initiative
Collaborative
Problem solving
Detail oriented
Team working
Time management
Relationship development
Effective communication

Aptitude and Disposition

Result / outcome focused, self‑motivated, flexible and enthusiastic.
Professional approach to interact successfully with managers / colleagues / external suppliers.
Values continuous personal and professional development.

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