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An opportunity has arisen for an experienced Professional Indemnity insurance technician and wordings professional to join our team. Lockton is the world’s largest independent insurance brokerage, with a unique culture of entrepreneurship, true client excellence and empowered people. This role offers an excellent opportunity to accelerate your career in a dynamic environment that values innovation, collaboration, and professional development.
In this role you will be responsible for providing technical wordings support to business areas, supporting day-to-day account servicing, and generating MRCs and endorsements.
Key Responsibilities:
- Working closely with and providing technical wordings support to the business, brokers and other team members
- Supporting the overall servicing of the client’s insurance placement
- Generating MRCs and endorsements/certificates/verification of insurance
- Creating wordings and other client documentation
- Checking documentation for accuracy prior to issuance to clients
- Creating, maintaining and updating templates
- Working with document management system
- Loading documents and handling the PPL sign off process
- Creating Tax Schedules & liaising with central tax team regarding complex tax schedules or requirements
- Working with Close Premium Finance
- Working with IBA and TSG teams regarding invoicing and cash collection and credit control processes
About You:
- Strong knowledge of Professional Indemnity insurance wordings
- Previous experience of handling UK Professional Indemnity/Solicitors/Accountants insurance
- Understanding of relevant regulatory controls and procedures
- Excellent attention to detail
- Excellent communication and ability to build strong working relationships for commercially effective outcomes
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