Insurance Operations Technician

☞ Gallagher

View: 103

Update day: 11-06-2024

Location: Chelmsford East

Category: Insurance

Industry: Insurance

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Job content

Pen Underwriting is looking to hire an Insurance Operations Technician to support the team and the wider business with all matters relating to the processing of risk and premium bordereaux data. This role is responsible for working on delegated and transactional business, working with cover holders to resolve queries, business units across Pen in various locations and reporting to our capacity providers. This is based in our Chelmsford office.

Drawing on an array of personal and professional skills, you will juggle multiple priorities to process all relevant data, working to deadlines each month as well as supporting process improvements.

This is an excellent opportunity to join a diverse team of experience and skills sets, all working towards a common goal.

Your Role:

  • Coordinate and liaise with our offshore team regarding the processing (from a data and accounting entry point of view) of the risk and premium bordereaux being sent in by our cover holders each month;
  • Work with underwriters and cover holders to resolve data queries raised in trying to process the bordereaux through our systems;
  • Work with Pen IBA to resolve accounts queries and to maintain acceptable levels of unallocated cash to Pen and/ or carriers;
  • Create Excel reports (risk bordereaux and payables/premium bordereaux) to send on to our carriers;
  • Suggest and support the implementation of process improvements;
  • Process mailmerges for Pen Underwriting PA/Travel team;

Your Skills, Experience and Qualifications:

  • Strong Excel skills (VLOOKUPS and pivot tables);
  • Keen to learn and happy picking up new concepts quickly;
  • Build good rapport and comfortable picking up the phone to liaise with underwriters and cover holders regarding data queries;
  • Logical approach and capable of understanding data validations/data behaviour concepts quickly;
  • Willingness to be trained and work remotely;
  • Ability to take ownership of processes and issues end to end from investigation to resolution;
  • Insurance experience preferred;
  • Eligible to work in the UK.

What we offer you:

We want Gallagher to be the organisation that all our people are proud to be a part of and where everyone can call themselves one of our team. Where our culture is embracing of difference, where you can be the best and, perhaps most importantly, be yourself.


We are all different in some way. If we were all the same, and all thought the same, we would be vulnerable as a group. By welcoming and encouraging diverse opinions and backgrounds within ourorganisation, we will have a healthier, more innovative and ultimately more profitable business.


If this sounds like somewhere you’d like to join, we’d love to hear from you. If you require flexibility for a role you are applying for, give us a call to chat through the options.


About Us:

Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture motivated by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customized solutions that will protect them and fuel their futures.


As a member of our global brokerage team, you’ll help our clients address risk, protect assets and recover from losses.


Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. Gallagher is committed to diversity of opportunity for all and is opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities.

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Deadline: 26-07-2024

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