Job Description
Title Trainee Technician
Division London Market Fleet
Reports to Manager, London Market Fleet
Job Purpose
To undertake all aspects of mid-term adjustments within the Fleet Admin Team, relative to personal experience and ability.
Responsibilities
- Driver and vehicle referrals (including obtaining additional information from agent where needed)
- Request relevant additional information required by underwriters from agents to enable them to consider requests further and vice versa
- Process all mid-term adjustments to Underwriters
- Issue cover notes and green cards as necessary
- Save all correspondence to dedicated folders on GXB and renaming accordingly.
- Ensure adequate contact is kept with sub-agent and underwriters during any of the processes to finalise matters
- Promptly convey instructions, premium and terms to underwriters and agents
- Issue other relevant GXB integrated documents to accompany debit/credit notes
- Advise agents of acceptance/refusal of cover and provide written confirmation of terms as necessary
- Check and issue policy documents and certificates to agents
- Close documentation to underwriters
- Investigate and resolve accounts queries as requested
- Obtain updated claims experiences/ claim listings from insurer
- Process mid-term amendments using Underwriters portal system where necessary
- Negotiate with underwriters and sub-agents on indemnity issues with the aim of resolving to the client’s satisfaction
- Process as and when vehicle changes to Underwriters.
- Close vehicle declarations to insurers and complete declaration template accurately.
- Add drivers to internal document and close to Underwriters once terms accepted by agent.
- Maintain own diary and complete team entries where necessary.
- Follow processes as detailed in the best practise guide
Personal Attributes
Knowledge/Skills/Qualifications
- Good knowledge of relevant product class and the London Market an advantage.
- Minimum of 5 GCSE at grade C or above or equivalent, including Maths and English
- Excellent interpersonal skills
- Good computer skills
- High level of accuracy and attention to detail
- Ability to confidently converse with colleagues, sub-agents and underwriters, written and verbally
- Able to work both independently and as part of a team
Key Competencies
- Accurate Data and Management of Information
- Communicating and Influencing Skills
- Customer Focus
- Decision Making
- Information Seeking
- Negotiation and Persuasion Skills
- Planning and Organising
- Relationship Building
- Team Working
