Client Technical Manager - US Casualty

Jul 24

Role Summary

Client Technical Managers form part of our specialist teams supporting our US Casualty business. Consilium is a specialist wholesale Lloyd's of London Broker and is part of the Aventum family. At Consilium, we understand that our Brokers' winning mentality drives our future. That's why we do everything we can to help them be their best. We work tirelessly to create the right solutions for them and their clients. We never overpromise because we understand the importance of their trust. We only hire the best people our industry has to offer because the best people drive the best outcomes. And we forever challenge the status quo because we know there are always ways to improve things. Because together, we're limitless.

Role Responsibilities

  • Produce US Casualty Market Reform Contract and Endorsements or other required documentation compliant with London Market guidelines.

  • Use internal and external tools to ensure that documentation contains the correct clauses, conditions, taxes, etc, for that jurisdiction.

  • Ensure that documents are peer-reviewed before being sent to markets and clients.

  • Consult with brokers and client services executives daily to ensure that client instructions are followed adequately.

  • Liaise with clients and insurers in a professional and timely manner where required.

  • Monito renewals and assists brokers with ensuring that these are invited and completed in good time.

  • Complete monitoring of risks (new and renewal) through their life cycle to file closure.

  • Inputting & updating policies on in-house systems in an accurate and timely manner.

  • Maintaining the company’s electronic filing system in a timely and accurate manner

  • Adherence to the company’s procedures relating to subjectivity tracking to ensure that these are actioned in good time.

  • Assist Client Services Executives and IBA with resolving any issues relating to the markets or clients' payments.

  • Use PPL to bind orders or endorsements as required by your team.

  • Manage in-house schemes where required, ensuring bordereaux were up to date and all data recorded was accurate. 

  • Follow any ad hoc processes required by your area.

  • Carrying out reviews to ensure the quality of both personal outputs and those of the wider team. 

  • Provide any necessary ad hoc support to Team Lead and other team members. 

  • Provide and undertake training as required by the line manager.

  • Mandatory completion of company-prescribed learning and adherence to FCA rules.

  • Compliance with all company procedures.

Role Requirements

  • Working or working in an insurance/financial services environment (desirable). 

  • Ability to understand US Casualty London Market Reform Contracts.

  • At least 5 A Grade GCSE including English and Maths.

  • Insurance qualifications, e.g. CII (desirable). 

  • Knowledge of London Market processes and terminology (desirable). 

  • Previous data entry and reconciliation experience. 

  • High computer literacy and intermediate use of Microsoft Word, Excel and Outlook.

Skills & Abilities

  • Ability to multi-task, manage conflicting priorities and work well under pressure. 

  • Able to build trust by operating with integrity and professionalism. 

  • Flexibility and willingness to take on additional responsibilities and work. 

  • Self-motivated & Enthusiastic. 

  • Team worker with the ability to work on their initiative. 

  • Solid data entry skills with the ability to identify numerical errors. 

  • Excellent verbal and written communication skills. 

  • Positive attitude. 

  • Excellent attention to detail. 

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