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Broking Co-Ordinator

Location: HIGH WYCOMBE, BUCKINGHAMSHIRE Salary: 22000 - 30000 GBP Per Annum
Sector: Insurance Job Type: Permanent
Shift Type: FULL TIME Applications: N/A
Posted: 5 months ago Reference: 3041018
We are seeking a Broking Co-Coordinator to join one of the largest independent Chartered insurance brokers in the Thames Valley.

The position available is within our Commercial New Business team where, working alongside our Broking Manager, you would be providing assistance to our Development Executives.


• Providing administrative assistance to the Development Executives
• Assisting in the development of the broking strategy for each prospect
• Identifying what additional covers may be required - cross selling
• Assisting in the drafting of Market Presentation documents
• Presentation of risks to underwriters and liaising with Insurers regarding any queries
• Utilizing online insurer quote systems
• Drafting New Business reports
• Setting up new clients on Open GI, including invoicing of premiums
• Utilizing online premium credit system
• Responsibility for all post placement documentation
• Producing New Business Checklists and Summaries of Cover and uploading these to Open Attach
• Attending Handover Meetings and ensuring that the Existing Business team are aware of any outstanding items
• Production of accurate Management Information for the team
• Compliance with audit procedures


• Excellent administration skills
• Good communicator
• Ability to organize your own work flow, prioritising tasks as required, with minimum supervision
• Ability to work to tight timescales and meet strict deadlines
• Numeracy / Accuracy and Attention to Detail
• Advanced Microsoft Word skills including Layouts and Graphics
• Strong Excel skills
• Competency in both Microsoft Word and Excel
• Ideally previous experience with Open GI
• Strong technical skills will be required to deal with underwriting queries unsupervised
• Cert CII essential


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