Insurance Broking Co-ordinator
Willis Towers Watson
Northwich, England
6d ago

Key Tasks :

  • Handle Letters of Authority and Appointment (LOAs). Send LOAs
  • to insurers to obtain policy information in order to conduct a market


  • Set up and maintain organisation records for prospect clients
  • in Dynamics.

  • Upload required policy information, including membership and
  • benefit details, to New Business Opportunities.

  • Request salary rolls from clients ensuring that deadlines for
  • renewal pricing are met and that the payroll data is checked for accuracy and


  • Format salary data in accordance with the categories used by
  • the Group Risk insurers to enable the provision of accurate quotes. Queries

    relating to categories should be raised with the client and updated


  • Prepare quotation request documents for both New Business and
  • Renewal policies.

  • Distribute quotation requests to insurers /
  • providers.

  • Obtain quotations from insurers, checking for accuracy. Request
  • revised terms where required.

  • Input quotations accurately into Microsoft
  • Dynamics.

  • Provide market feedback upon request.
  • Prepare market review / mid-term / pre-renewal
  • reports.

  • Produce and issue Broking Fee / Premium invoices to clients
  • where necessary.

  • Adjust premium and income values to ensure that income is
  • accounted for correctly and the Accounts department is able to undertake

    effective credit control.

  • Ensure Tasks and Activities are kept up to date to enable
  • accurate team and individual Key Performance Indicators.

  • Deal with salary roll queries and provide management
  • information as required.

  • Maintain a working knowledge of statutory requirements,
  • including PAYE, NI, SSP, SMP, pensions and Data Protection.

  • Issue salary / membership reports to clients as
  • required.

  • Liaise with other departments and teams within Willis Towers
  • Watson where needed.

  • Attend regular training and maintain up to date insurer product
  • knowledge.

  • Maintain accuracy of the data.
  • Contribute to team effort.
  • Provide cover for the other members of the team.
  • Undertake other duties as required by the Team Leader / Line
  • The Requirements

  • Microsoft Office.
  • Microsoft Dynamics.
  • Insurance knowledge would be an
  • advantage.

  • Knowledge of SMP, SPP, SSP, pensions and other
  • deductions.

  • Effective communications skills (you will be
  • liaising with insurers and other areas of the business).

  • Accuracy and numeracy skills.
  • Ability to plan and organize own
  • workload.

  • Ability to work to deadlines with minimum
  • supervision.

  • Enthusiastic team member.
  • Employer

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