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Job Description
Insurance Specialist
Department: Underwriting
Employment Type: Permanent
Location: Cheltenham
Compensation: £30,000 - £35,000 / year
Description
We are seeking a diligent and motivated Technical Specialist to join our team. The successful candidate will be responsible for processing London Market Insurance underwriting data accurately and efficiently, and for applying technical knowledge effectively to support team success and service excellence. This role involves analysing technical data, calculating transactions, and contributing to team success through personal development and flexibility.
We are a people-centric culture of togetherness, empowerment, and involvement. It is our team that makes PoloWorks.
Key Responsibilities
Process London Market Insurance underwriting data in alignment with established procedure guides.
Analyse technical data and calculate transactions, including limits, premiums, and deductions.
Manage internal and external queries to ensure data accuracy and processing efficiency.
Develop and deliver training solutions, providing guidance, feedback, and support to the team.
Organise and maintain documentation for data processing, prioritizing workflow effectively.
Produce internal and client-facing reports with accuracy and clarity.
Identify and recommend enhancements to technical procedure guides, ensuring approved changes are documented and communicated effectively.
Provide solutions to clients when technical challenges arise.
Key Relationships
Key Relationships
Actively contribute to a collaborative and solutions-focused team environment.
Foster a positive and inclusive team culture by demonstrating engagement and accountability.
Support line managers in achieving team objectives and resolving technical/process challenges.
Build and maintain professional relationships with clients at all levels.
Provide cross-functional support as needed and collaborate across multiple client accounts.
Skills, Knowledge and Expertise
Relevant experience in the insurance industry
Strong commitment to service excellence and client satisfaction.
Effective verbal and written communication skills for internal and external collaboration.
Ability to work independently while contributing to team objectives.
Experience in designing and delivering training solutions with constructive feedback.
Excellent planning and organizational skills.
Demonstrates behaviours aligned to the PoloWorks PRIDE values:
- Pioneering – we don’t stand still
- Responsible – We do the right thing
- Inclusive – we all play a role
- Delivery Focussed- we provide services we are proud of
- Empowering – we equip people to be their best
Knowledge & Qualifications
Comprehensive understanding of:
- Insurance market structures, practices, and regulations.
- Direct and reinsurance placements.
- Insurance documentation and data interpretation.
- Relevant classes of business to engage effectively with client operations and underwriting teams.
Minimum 5 GCSEs at Grade 4 or above, including Mathematics and English.
Strong motivation to pursue relevant Chartered Insurance Institute (CII) qualifications
Benefits
As well as a competitive salary, discretionary annual bonus, and 25 days of annual leave (with the option to buy more), you will also get an excellent benefits package, including flexible, hybrid working, private health insurance, life assurance, income protection, enhanced pension contributions, and occupational maternity and paternity pay.
You will also have access to company volunteering days, an employee assistance programme with retail discounts and savings, a generous employee referral scheme, regular sports and social events, and free Cheltenham bus travel.
Benefits Band 2
Benefits Band 2