Resumen:

Job Title:                        Underwriting Assistant (Italian, 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 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 their service/quality levels and targets as required

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 to product line and region, as required

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

It is important that within all your interactions both internally and externally you adhere Beazley’s 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, Beazley’s underwriting control standards, Beazley’s 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 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 the 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

Who 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 bold

Strive for better

Do the right thing

Upholding 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 Color

Beazley SHE - Successful, High potential, Empowered women in insurance

Beazley Proud - Our global LGBTQ+ community

Beazley Wellbeing - Supporting employees with their mental wellbeing

Beazley Families - Supporting families and parents-to-be

We 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 Learning

Mentorship program

External qualification sponsorship

Continuing education and tuition reimbursement

Secondment assignments

Beazley SHE - Successful, High potential, Empowered women in insurance

Beazley Proud - Our global LGBTQ+ community

As 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 allowance

Commuting reimbursement

Free in-office lunch, daily

Six months parental leave

Sabbatical (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 service

Provide 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 equivalent

Degree in any discipline – preferred but not essential

Skills and Abilities

Accurate and numerate

Computer skills – good working knowledge of MS Office, well developed spreadsheet skills

Able to communicate effectively with others, both verbally and in writing

Motivational skills, team worker as well as able to work on own initiative

The ability to manage time, meet deadlines and prioritise

Knowledge and Experience

Proven administrative experience, preferably within the insurance or financial services sectors

Proven background in accurate, high volume date entry

Insurance experience advantageous

Aptitude and Disposition

Outcome focused, self-motivated, flexible and enthusiastic

Professional approach to successfully interact with managers/colleagues/external suppliers

Competencies

Achievement orientation

Analytical thinking

Information seeking

Customer focus

Team working

Initiative

Problem solving

Detail orientated

Time management

Relationship building

Communication skills