Beazley Underwriting Assistant (German speaking)
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Division
Underwriting Operations
Reports To
As per Beazley Org Structure
Key Relationships
Underwriters, Brokers, Underwriting Assistants, UCO, and external clients and suppliers.
Job Summary
Assist the team in maintaining efficient underwriting operations processes and providing customer service to clients.
Objective of the Role
* Provide support and assistance to Underwriters by submission triage, reviewing new and renewal business, including quoting, rating, binding, and issuance support.
* Manage account activities throughout the underwriting process.
* Provide effective reporting on the account portfolio.
* Establish good internal and external relationships with clients and stakeholders.
Key Responsibilities
* Enter / update 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.
* Verify data to ensure integrity and accuracy.
* Produce quote documentation.
* Photocopy, log, scan quotes and declinatures, file as required.
* Assist with risk analysis in line 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 account portfolio.
* Help maintain team standards by supporting other underwriting assistants.
* Prepare, generate and issue policy documents as required.
* Oversee the process for administering mid-term adjustments.
* Comply with all legal and regulatory requirements.
* Enter tax data into relevant systems where applicable.
* London-based UAs attend Lloyds box 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.
Personal Specification
This role requires someone result focused, self‑motivated, flexible and enthusiastic. It is ideal for somebody with a professional approach to interact successfully with clients, build relationships and negotiate with both internal and external parties.
Skills and Abilities
* Fluency in English and German.
* Ideally experience working in the Swiss market.
* 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 prioritise.
* Capable and comfortable with a 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
* Drive for achievement.
* Analytical thinking.
* Information seeking.
* Customer focus.
* Initiative.
* Collaboration.
* Problem‑solving.
* Attention to detail.
* Team working.
* Time management.
* Relationship development.
* Effective communication.
Employee Expectations
We also expect Beazley employees to adopt the Beazley culture of professionalism, integrity, effectiveness and dynamism, comply with procedures and policies, and display business ethics that uphold the interests of all customers.
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