Job Title
Underwriting Assistant (German speaking)
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.
* Photocopy, log, scan quotes and declinatures, file 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.
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.
Qualifications
* 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 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.
Personal Specification
* Result focused, self‑motivated, flexible and enthusiastic.
* Professional approach to interact successfully with other clients, building relationships and an ability to negotiate with both internal and external parties.
Other Expectations
* Adopt the Beazley culture of Professionalism, Integrity, Effectiveness and Dynamic.
* Comply with Beazley procedures, policies and regulations including the code of conduct.
* 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.
* Carry out additional responsibilities as individually notified, such as membership of any Beazley committees or working groups.
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