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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