Underwriting, Broking, Claims
West Yorkshire
£35,000
Reference: HH/RF-13335
Manage the full renewal process for commercial insurance clients, including preparation of renewal documentation and liaison with insurers and clients.
Handle mid-term adjustments (MTAs), ensuring prompt and accurate processing.
Provide day-to-day servicing and support for a portfolio of SME clients.
Respond to client queries in a timely and professional manner.
Liaise with insurers and underwriters to negotiate competitive terms and resolve queries.
Maintain accurate client records using the CRM/insurance system.
Issue documentation including policy schedules, endorsements, and invoices.
Ensure all compliance and regulatory requirements are met.
Support Account Executives in the preparation of presentations and reports.
Assist with claims notification and tracking where required.
Please contact Morgan Whittaker-Beecroft to apply or discuss:
mwhittakerbeecroft@harrisonholgate.com
07769398390