My client a leading UK PI Insurer has a wide appetite for professional risk and has had a consistent market presence for over 20 years. Capabilities span the micro and SME sectors but with the additional ability to provide tailored solutions for larger professional businesses. My client has developed a very strong regional presence and now have a team of underwriters in Bristol, Manchester and Birmingham writing professional firms from Tech, Marketing, Media and Film Production through to the Construction and Property professions and across the hundreds of miscellaneous firms offering design, management and consultancy services.
Provide PI underwriting service to brokers on all professions underwritten
Underwriting of risks within authority and referral of risks outside of authority to senior members of the underwriting team.
Management of broker enquiries new and renewal
Attending in house / external PI technical training sessions and actively maintaining own training record
Monitoring of Local Broker Accounts Performance including;
Enquiry numbers / hit rates.
Monitor renewal retention rates
Monitor broker performance
Monitor scheme performance, e.g. RTPI
Monitor claims and loss ratios of broker accounts
Broker Development Professional Risks - Midlands
Planning broker visits / meetings and providing analysis of broker accounts
Managing the population of meeting notes on Eclipse IMM and CRM
Organisation and delivery of corporate entertainment in conjunction with Underwriting Managers
Planning and continued roll out of on-line offering in the Midlands region
Broker development to be carried out as part of wider business plan and in co-ordination with the Business Development Manager (BDM)'
Skills and Experience Specification:
High level of technical PI underwriting or broking knowledge
Min 3 A levels at Grade C or above (or equivalent)
Excellent communication skills (verbal and written) to underpin broker development and relationship building.
IT literate - experienced in main Microsoft packages.