Business Support Team Supervisor

You will be responsible for assisting in the maintenance of the Lime and Trinity Team’s current portfolio of clients, in relation to client account servicing as required by the team. The role will also require the candidate to assume responsibility for handling a wide spectrum of management information and specialist data.

The Role

• Coordinate with support in Mumbai on timely, accurate and technical production of placement and premium transaction documentation
• Monitor incoming and outgoing monies
• In coordination with the client brokers on the team, implement mid-term cover alterations, premium adjustments and instalments, including altering schedules as and when required, liaising with clients, underwriters, and Mumbai, and ensuring all invoices are sent and paid in a timely manner
• Distribute information to markets as required by the clients
• Supporting client brokers through the placement process and ongoing client servicing
• Completion of formal client documentation – applying both specialist and bespoke client knowledge, in accordance with the relevant compliance procedures; preparing broking documentation including insurance market submissions; quotes, policy/slip documentation and endorsements
• Check policies, market presentations and client documentation as appropriate
• Coordinate with support in Mumbai on timely, accurate and technical production of placement and premium transaction documentation
• Work closely and maintain working relationships with key market contacts as required
• Support the team in accurate budgeting, forecasting and tracking of revenue, including loading data into the relevant systems
• Data review, validation and manipulation
• Assist with loading of data into the relevant WTW systems including client and placement databases e.g., CRM, FMA, DMS, eclipse and as may change from time to time
• Providing support with regards to various management tasks including responsibility for coordinating and streamlining management information for the team (e.g., premium monitoring spreadsheet, future pipeline monitoring, overdue receivables)
• Deliver high levels of client service in line with standard operating procedures
• Working with and adhering to processes and systems that support client service delivery
• Ensure adherence to group policies, procedures and all regulatory requirements
• Understand and apply the BU and procedures
• Ensure Eclipse is managed in ‘real time’ throughout placements
• Any other duties commensurate with position or level of responsibility

The Requirements

• Impeccable organisational skills with thorough and close attention to detail
• Ability to prioritise workload, monitor and manage multiple tasks, and to work to deadlines using own initiative
• Must recognise and display a high level of confidentiality when dealing with sensitive data
• Flexible, adaptable and a good team player with excellent people skills
• Be prepared to take an active part in problem solving and have a ‘can do’ approach to work
• Able to work under pressure as part of a team and independently
• Ability to demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels
• Excellent IT skills - in particular strong Microsoft Word, Excel, PowerPoint and Outlook skills required
• Strong ability to work accurately and timely with numbers
• Good oral and written communication skills
• Preference for minimum A-Level or equivalent industry experience

Equal Opportunity Employer