Company Description Life can sometimes be unpredictable, and it pays to plan ahead. Our aim atLegal & General Retailis to help our customers plan for the unexpected, achieve financial security for their tomorrow, and protect everything that's important to them. To better understand our customers and meet their needs, we've brought our protection, retirement income, savings, lending, and advice, fintech and mortgage businesses under one umbrella. Created at the start of 2022 through the merging of our long-standing and trusted retail retirement and insurance businesses, we're a fast-growing division with big, customer-centred ambitions. Job Description We're recruiting for aTelephone Account Manager to join us. We're offering a competitive base salary. You will manage relationships within assigned intermediated account panel, promoting Group Protection products and proposition in order to deliver new business and retention targets and objectives What you'll be doing: Achieving agreed account performance targets, through building business relationships at all levels across a range of products and proposition to achieve GP growth objectives Maintaining agreed business plan to drive account development and product promotion with an allocated panel of intermediaries. , through a defined contact strategy across an allocated panel of intermediaries Influencing account strategy development by collating and providing market intelligence to your colleagues and other internal stakeholders so that relationships are commercially beneficial Responding to and taking ownership of pre renewal related enquiries, ensuring key information is collated timely to fulfil renewals Maintaining a high level of knowledge of competitor and L&G products and propositions, as well as industry and market place awareness Interacting with customer services, and handling any customer complaints in difficult and sensitive situations with sympathy and empathy in order to resolve customer queries. Qualifications Who we're looking for: Experience in a sales environment such as Customer Service, Telesales or Sales support Negotiating with internal and external clients Clear communication style GR1 qualification is desirable Understanding of market conditions to maximise all profitable business opportunities. Understanding L&G's Group Protection products and propositions and how they fit in the process to maximise business opportunities. Understanding current legislative and regulatory regime, so that business is conducted within the legal framework protecting the corporate brand and values. Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer: The opportunity to participate in our annual, performance-related bonus plan and valuable share schemes Generous pension contribution Life assurance Private medical insurance (permanent employees only) At least 25 days holiday, plus public holidays, 26 days after 2 years' service. There's also the option to buy and sell holiday Competitive family leave Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice There are the many discounts we offer - both for our own products and at a range of high street stores and online In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart Additional Information Legal & General is a leading financial services organisation, named Britain's Most Admired Company in 2023, for the second year running. Rated top in our sector and top for inspirational leadership, we have a strong heritage and an exciting future. We're one of the world's largest asset managers, homebuilders, pension providers and insurers.Connecting to form a unique business model which drives value for our customers and society. And enabling our people to create impact through work that is meaningful and valued. If you join us, you'll be part of a welcoming, inclusive culture, with opportunities to collaborate with people of diverse backgrounds, views, and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel. We strive to be open, mindful, and inclusive, so are always willing to discussing flexible working arrangements and reasonable accommodations for candidates with specific needs. It doesn't matter if you don't meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose. If you're open to find out more, we'd love to hear from you. "videos": "title":"Videos To Watch","urls": , , ,
May 02, 2024
Full time
Company Description Life can sometimes be unpredictable, and it pays to plan ahead. Our aim atLegal & General Retailis to help our customers plan for the unexpected, achieve financial security for their tomorrow, and protect everything that's important to them. To better understand our customers and meet their needs, we've brought our protection, retirement income, savings, lending, and advice, fintech and mortgage businesses under one umbrella. Created at the start of 2022 through the merging of our long-standing and trusted retail retirement and insurance businesses, we're a fast-growing division with big, customer-centred ambitions. Job Description We're recruiting for aTelephone Account Manager to join us. We're offering a competitive base salary. You will manage relationships within assigned intermediated account panel, promoting Group Protection products and proposition in order to deliver new business and retention targets and objectives What you'll be doing: Achieving agreed account performance targets, through building business relationships at all levels across a range of products and proposition to achieve GP growth objectives Maintaining agreed business plan to drive account development and product promotion with an allocated panel of intermediaries. , through a defined contact strategy across an allocated panel of intermediaries Influencing account strategy development by collating and providing market intelligence to your colleagues and other internal stakeholders so that relationships are commercially beneficial Responding to and taking ownership of pre renewal related enquiries, ensuring key information is collated timely to fulfil renewals Maintaining a high level of knowledge of competitor and L&G products and propositions, as well as industry and market place awareness Interacting with customer services, and handling any customer complaints in difficult and sensitive situations with sympathy and empathy in order to resolve customer queries. Qualifications Who we're looking for: Experience in a sales environment such as Customer Service, Telesales or Sales support Negotiating with internal and external clients Clear communication style GR1 qualification is desirable Understanding of market conditions to maximise all profitable business opportunities. Understanding L&G's Group Protection products and propositions and how they fit in the process to maximise business opportunities. Understanding current legislative and regulatory regime, so that business is conducted within the legal framework protecting the corporate brand and values. Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer: The opportunity to participate in our annual, performance-related bonus plan and valuable share schemes Generous pension contribution Life assurance Private medical insurance (permanent employees only) At least 25 days holiday, plus public holidays, 26 days after 2 years' service. There's also the option to buy and sell holiday Competitive family leave Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice There are the many discounts we offer - both for our own products and at a range of high street stores and online In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart Additional Information Legal & General is a leading financial services organisation, named Britain's Most Admired Company in 2023, for the second year running. Rated top in our sector and top for inspirational leadership, we have a strong heritage and an exciting future. We're one of the world's largest asset managers, homebuilders, pension providers and insurers.Connecting to form a unique business model which drives value for our customers and society. And enabling our people to create impact through work that is meaningful and valued. If you join us, you'll be part of a welcoming, inclusive culture, with opportunities to collaborate with people of diverse backgrounds, views, and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel. We strive to be open, mindful, and inclusive, so are always willing to discussing flexible working arrangements and reasonable accommodations for candidates with specific needs. It doesn't matter if you don't meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose. If you're open to find out more, we'd love to hear from you. "videos": "title":"Videos To Watch","urls": , , ,
The role We are looking for an Account Manager (Asset Finance) The Marketplace team specifically represents what we see as the future of how we can 'build a better financial world' for SMEs in the UK. Working in Sales, you will be working in a vibrant and ambitious team. Check out more about the team here : Who are we? Our mission is to build the place where small businesses get the funding they need to win. We do this by uniting cutting-edge data and technology to deliver an unbeatable customer experience. With a decade of expertise under our belt, we've built a game-changer of a platform that's reshaping the landscape of SME lending. Say goodbye to lengthy applications and hello to lightning-fast decisions! In just minutes, SMEs across the UK can get an instant decision, giving them access to affordable funding in a flash. 99% of businesses are small businesses! And in most cases aren't given the finance they need to grow. We're here to change that because the world needs small business. Want to learn more? We have a huge impact on the businesses that borrow through our platform, the communities they serve and the overall economy (last year £6.9bn of GDP generated). You can read our full Impact Report here: To see what our customers think, visit our Trustpilot page: And we're still evolving! With over a decade leading the industry with our award winning core loans offering we are now well on our way to solving more SME finance challenges transforming into a multi-product lending platform. What will you be doing? As an Asset Finance Specialist for the Marketplace team you'll give our customers exceptional service in managing all kinds of equipment funding applications to 3rd party lender partners. Working closely with both internal and external teams, you will structure and manage these applications from start to completion and provide the client with an in-depth understanding of the range of asset finance solutions available. Engage with SMEs in inbound as well as outbound calls/emails/sms Understand credit applications and be able to give ad-hoc guidance on credit worthiness. Gather all relevant documents so applications are well packaged, can move forward and be submitted to 3rd party lenders Know everything about our partners' products so you can confidently present the right options to our clients Provide timely updates for ongoing cases, answering questions related to specific applications or product queries Understand that all lenders operate differently, respect their process and build excellent individual relationships with them Proactively problem solving, identifying and confidently mitigating any risks, issues or control weaknesses that arise in your day-to-day What we're looking for An Asset Finance expert with experience in a sales role within the industry as a broker or directly for a lender Ability to structure transactions across a range of asset types and risk profiles Confidence to build and maintain long lasting business relationships Motivation to achieve and exceed targets Intent on having an impact on the business and processes, and proactively bring innovative ideas At Funding Circle, we celebrate and support the differences that make you, you. We're proud to be an equal-opportunity workplace and affirmative-action employer. We truly believe that diversity makes us better . Why join us? Our Circler proposition is designed to support employees both in and out of work, and it is anchored around four pillars: Health, Wealth, Development & Lifestyle. We offer hybrid working, with 2-3 days per week based in the office. When you're in the office you can take advantage of our free barista and subsidised lunches through JustEat and we will help support your home working set-up. We support flexible working arrangements so please speak to our recruitment team if this is something you'd like to learn more about. A few highlights: Health: Private Medical Insurance through Aviva, Dental Insurance through Bupa, MediCash, free access to online therapy sessions and exclusive discounts with Hertility for reproductive health support. Wealth: Octopus Money Coach, free mortgage advisor partnership and discounts across numerous retailers through Perks at Work. Development: Learning allowance of £300 per year. Lifestyle: Gympass, Electric Car Scheme and more! And finally, we have enhanced all of our parental leave policies - we actually won the AltFi Award for Diversity, Equity and Inclusion Initiative of the Year 2022 for our Partner Leave policy. You can read more here: Research shows that some people are less likely to apply to jobs unless they meet every single criteria. At Funding Circle we are committed to building diverse teams so please apply even if your past experience doesn't align perfectly with the requirements. You might just be the perfect addition to the team! Want to Build The Incredible? We'd love to hear from you.
May 02, 2024
Full time
The role We are looking for an Account Manager (Asset Finance) The Marketplace team specifically represents what we see as the future of how we can 'build a better financial world' for SMEs in the UK. Working in Sales, you will be working in a vibrant and ambitious team. Check out more about the team here : Who are we? Our mission is to build the place where small businesses get the funding they need to win. We do this by uniting cutting-edge data and technology to deliver an unbeatable customer experience. With a decade of expertise under our belt, we've built a game-changer of a platform that's reshaping the landscape of SME lending. Say goodbye to lengthy applications and hello to lightning-fast decisions! In just minutes, SMEs across the UK can get an instant decision, giving them access to affordable funding in a flash. 99% of businesses are small businesses! And in most cases aren't given the finance they need to grow. We're here to change that because the world needs small business. Want to learn more? We have a huge impact on the businesses that borrow through our platform, the communities they serve and the overall economy (last year £6.9bn of GDP generated). You can read our full Impact Report here: To see what our customers think, visit our Trustpilot page: And we're still evolving! With over a decade leading the industry with our award winning core loans offering we are now well on our way to solving more SME finance challenges transforming into a multi-product lending platform. What will you be doing? As an Asset Finance Specialist for the Marketplace team you'll give our customers exceptional service in managing all kinds of equipment funding applications to 3rd party lender partners. Working closely with both internal and external teams, you will structure and manage these applications from start to completion and provide the client with an in-depth understanding of the range of asset finance solutions available. Engage with SMEs in inbound as well as outbound calls/emails/sms Understand credit applications and be able to give ad-hoc guidance on credit worthiness. Gather all relevant documents so applications are well packaged, can move forward and be submitted to 3rd party lenders Know everything about our partners' products so you can confidently present the right options to our clients Provide timely updates for ongoing cases, answering questions related to specific applications or product queries Understand that all lenders operate differently, respect their process and build excellent individual relationships with them Proactively problem solving, identifying and confidently mitigating any risks, issues or control weaknesses that arise in your day-to-day What we're looking for An Asset Finance expert with experience in a sales role within the industry as a broker or directly for a lender Ability to structure transactions across a range of asset types and risk profiles Confidence to build and maintain long lasting business relationships Motivation to achieve and exceed targets Intent on having an impact on the business and processes, and proactively bring innovative ideas At Funding Circle, we celebrate and support the differences that make you, you. We're proud to be an equal-opportunity workplace and affirmative-action employer. We truly believe that diversity makes us better . Why join us? Our Circler proposition is designed to support employees both in and out of work, and it is anchored around four pillars: Health, Wealth, Development & Lifestyle. We offer hybrid working, with 2-3 days per week based in the office. When you're in the office you can take advantage of our free barista and subsidised lunches through JustEat and we will help support your home working set-up. We support flexible working arrangements so please speak to our recruitment team if this is something you'd like to learn more about. A few highlights: Health: Private Medical Insurance through Aviva, Dental Insurance through Bupa, MediCash, free access to online therapy sessions and exclusive discounts with Hertility for reproductive health support. Wealth: Octopus Money Coach, free mortgage advisor partnership and discounts across numerous retailers through Perks at Work. Development: Learning allowance of £300 per year. Lifestyle: Gympass, Electric Car Scheme and more! And finally, we have enhanced all of our parental leave policies - we actually won the AltFi Award for Diversity, Equity and Inclusion Initiative of the Year 2022 for our Partner Leave policy. You can read more here: Research shows that some people are less likely to apply to jobs unless they meet every single criteria. At Funding Circle we are committed to building diverse teams so please apply even if your past experience doesn't align perfectly with the requirements. You might just be the perfect addition to the team! Want to Build The Incredible? We'd love to hear from you.
Company Description The brand with the brolly is choosing today to change tomorrow. Since 1836, we've grown to become one of the world's largest asset managers, homebuilders, pension providers and insurance brands. We're all here to improve the lives of our customers, build a better society for the long term, and create value for our shareholders - helping to shape a better future for society and the planet. We need people who share our ambitions, agility and entrepreneurial spirit to help us do it. At L&G, you'll find a balance that helps you be your best. Empowered by hybrid working, we're supported by technology and workplaces that enable us to work effectively wherever we are. We come together in offices to collaborate and connect, and use time at home for individual, focused activities. And, when we achieve great things, we celebrate our success and reward strong performance. Today, there's over 10,000 of us, working towards our mission, with plenty of opportunities to grow your career as we grow L&G. Will you join us? Job Description We are looking for a dynamic and innovative Campaign Manager to join our Retail Marketing team. You will be responsible for increasing brand awareness and preference among Independent Financial Advisors (IFAs), mortgage brokers, and equity release specialists through targeted campaigns and thought leadership. This role requires a collaborative spirit to work with various stakeholders and ensure a consistent brand message across all platforms. Key Responsibilities: Develop and execute high-quality integrated campaign strategies to drive business objectives Identify key messaging, value propositions and campaign opportunities to resonate with B2B audiences. Collaborate with internal stakeholders to define campaign goals, timelines and budgets Oversee end-to-end campaign execution across owned, earned and paid channels. Create compelling stakeholder presentations, showcasing campaign results, market trends, insight and recommendations for optimisation Leverage marketing automation platforms and CRM systems to execute campaigns, track leads and measure campaign effectiveness. Manage the relationship with key strategic marketing Qualifications Proven experience in campaign management, lead generation and data driven results, Strong understanding of B2B marketing tactics, channels and best practice Beneficial to have an understanding of CRM systems and data analytics. Excellent communication and presentation skills. Ability to work collaboratively across teams and with external stakeholders. Creative thinker with a strategic mindset. Additional Information When you commit to Legal & General, we'll commit to you too. That means we'll recognise and reward your hard work, your performance and your contribution. If you join us, you'll get access to some great benefits, including private medical insurance, at least 25 days holiday (excluding bank holidays), a generous pension scheme, life assurance, and Income Protection. You can participate in our electric car scheme, which offers employees the option to hire a brand new electric car through tax efficient salary sacrifice. We're also proud to offer competitive family leave. You'll have the opportunity to participate in our annual, performance-related bonus plan and valuable share schemes. And then there are the many discounts we offer that you can take advantage of - both for our own products and at a range of high street stores and online offerings. The brand with the brolly is choosing today to change tomorrow. Since 1836, we've grown to become one of the world's largest asset managers, homebuilders, pension providers and insurance brands. We're all here to improve the lives of our customers, build a better society for the long term, and create value for our shareholders - helping to shape a better future for society and the planet. We need people who share our ambitions, agility and entrepreneurial spirit to help us do it. At L&G, you'll find a balance that helps you be your best. Empowered by hybrid working, we're supported by technology and workplaces that enable us to work effectively wherever we are. We come together in offices to collaborate and connect, and use time at home for individual, focused activities. And, when we achieve great things, we celebrate our success and reward strong performance. Today, there's over 10,000 of us, working towards our mission, with plenty of opportunities to grow your career as we grow L&G. Will you join us? Great minds don't have to think alike, so we welcome voices from all backgrounds. Bringing together people with different life experiences helps us build empathy with our customers and drive innovation. We don't just talk about it, we actively promote diversity and equitable opportunities for all. That means our employment decisions are made without regard to race, colour, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability or protected veteran status. In fact, we embrace every dimension of diversity to reflect the customers and communities we serve. We think it's important to create an inclusive environment where we can all belong, contribute and drive progress, where you can develop and grow, and be empowered. We want you to use your voice to help us build a better tomorrow. We all work differently, and have different needs, which is why. we're always open to discussing flexible working arrangements. Likewise, we're committed to finding reasonable accommodations for candidates with specific needs during our recruiting process. So whoever you are, wherever you are, whatever your story, we'd love to hear from you.
May 01, 2024
Full time
Company Description The brand with the brolly is choosing today to change tomorrow. Since 1836, we've grown to become one of the world's largest asset managers, homebuilders, pension providers and insurance brands. We're all here to improve the lives of our customers, build a better society for the long term, and create value for our shareholders - helping to shape a better future for society and the planet. We need people who share our ambitions, agility and entrepreneurial spirit to help us do it. At L&G, you'll find a balance that helps you be your best. Empowered by hybrid working, we're supported by technology and workplaces that enable us to work effectively wherever we are. We come together in offices to collaborate and connect, and use time at home for individual, focused activities. And, when we achieve great things, we celebrate our success and reward strong performance. Today, there's over 10,000 of us, working towards our mission, with plenty of opportunities to grow your career as we grow L&G. Will you join us? Job Description We are looking for a dynamic and innovative Campaign Manager to join our Retail Marketing team. You will be responsible for increasing brand awareness and preference among Independent Financial Advisors (IFAs), mortgage brokers, and equity release specialists through targeted campaigns and thought leadership. This role requires a collaborative spirit to work with various stakeholders and ensure a consistent brand message across all platforms. Key Responsibilities: Develop and execute high-quality integrated campaign strategies to drive business objectives Identify key messaging, value propositions and campaign opportunities to resonate with B2B audiences. Collaborate with internal stakeholders to define campaign goals, timelines and budgets Oversee end-to-end campaign execution across owned, earned and paid channels. Create compelling stakeholder presentations, showcasing campaign results, market trends, insight and recommendations for optimisation Leverage marketing automation platforms and CRM systems to execute campaigns, track leads and measure campaign effectiveness. Manage the relationship with key strategic marketing Qualifications Proven experience in campaign management, lead generation and data driven results, Strong understanding of B2B marketing tactics, channels and best practice Beneficial to have an understanding of CRM systems and data analytics. Excellent communication and presentation skills. Ability to work collaboratively across teams and with external stakeholders. Creative thinker with a strategic mindset. Additional Information When you commit to Legal & General, we'll commit to you too. That means we'll recognise and reward your hard work, your performance and your contribution. If you join us, you'll get access to some great benefits, including private medical insurance, at least 25 days holiday (excluding bank holidays), a generous pension scheme, life assurance, and Income Protection. You can participate in our electric car scheme, which offers employees the option to hire a brand new electric car through tax efficient salary sacrifice. We're also proud to offer competitive family leave. You'll have the opportunity to participate in our annual, performance-related bonus plan and valuable share schemes. And then there are the many discounts we offer that you can take advantage of - both for our own products and at a range of high street stores and online offerings. The brand with the brolly is choosing today to change tomorrow. Since 1836, we've grown to become one of the world's largest asset managers, homebuilders, pension providers and insurance brands. We're all here to improve the lives of our customers, build a better society for the long term, and create value for our shareholders - helping to shape a better future for society and the planet. We need people who share our ambitions, agility and entrepreneurial spirit to help us do it. At L&G, you'll find a balance that helps you be your best. Empowered by hybrid working, we're supported by technology and workplaces that enable us to work effectively wherever we are. We come together in offices to collaborate and connect, and use time at home for individual, focused activities. And, when we achieve great things, we celebrate our success and reward strong performance. Today, there's over 10,000 of us, working towards our mission, with plenty of opportunities to grow your career as we grow L&G. Will you join us? Great minds don't have to think alike, so we welcome voices from all backgrounds. Bringing together people with different life experiences helps us build empathy with our customers and drive innovation. We don't just talk about it, we actively promote diversity and equitable opportunities for all. That means our employment decisions are made without regard to race, colour, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability or protected veteran status. In fact, we embrace every dimension of diversity to reflect the customers and communities we serve. We think it's important to create an inclusive environment where we can all belong, contribute and drive progress, where you can develop and grow, and be empowered. We want you to use your voice to help us build a better tomorrow. We all work differently, and have different needs, which is why. we're always open to discussing flexible working arrangements. Likewise, we're committed to finding reasonable accommodations for candidates with specific needs during our recruiting process. So whoever you are, wherever you are, whatever your story, we'd love to hear from you.
About the role Do you want to be part of our continuous journey in looking to improve and further develop our Savings Propositions.Our ambition is to be the best savings and mortgage provider in the UK, and we're looking for brilliant people like you to join our team as a Senior Product Proposition Manager for savings. The role will play a pivotal part in shaping the future of our savings offerings. You will lead the end-to-end lifecycle of savings proposition development and management, contributing to the overall savings strategy and roadmap. Your creativity and innovative mindset will drive the growth of our savings balances while ensuring a Members First approach to product development. The role responsibilities: Develop and manage savings propositions, identifying opportunities for growth and innovation. Collaborate with cross-functional teams to align savings strategy with business objectives. Drive initiatives to appeal to a wider group of savers and strengthen financial resilience. Manage existing third-party relationships and identify new partnership opportunities. Provide subject matter expertise support to other functions and represent Product and Proposition on regulatory change projects. Lead and develop a team of direct reports, in line with the Society's growth ambitions. Closing date: 2nd May - We reserve the right to close this advert early if we receive a high volume of suitable applications. Benefits: 28 days holiday + bank holidays, Pension Employer Contribution Discretionary Bonus scheme up to 20% Life Assurance - 6 times your base salary Private Medical Insurance Find out more about the fantastic benefits of joining Coventry Building Society here About you To be successful in this role we are looking for you to have a significant background in developing or managing savings products, coupled with an understanding of the regulatory landscape governing financial institutions.You should have a proven track record of leading highly effective teams, inspiring collaboration, and driving results.Your communication skills are crucial in articulating complex ideas and strategies effectively. Your proficiency in creating written presentations, proposals, and committee papers will be pivotal in influencing key stakeholders and securing buy-in for your initiatives.If this sounds like your next challenge, and this sits within your skillset we look forward to receiving your application. Next Steps: If this opportunity resonates with you and you believe it aligns with your skills and aspirations, we are excited to receive your application. We look forward to reviewing your application and exploring how your unique talents can contribute to our shared goals. About us As a mutual, we've always worked together to improve the lives of others. Now one of the largest Building Societies in the UK, over 3,000 of us share that goal, in our branches and Head Office. Our benefits go beyond basic pay, with a discretionary bonus scheme, a culture of reward and recognition and total support for our wellbeing.We're serious about equality, of race, age, faith, disability, and sexual orientation, but also of personality and the way we think. By being yourself, you'll make us stronger. You can build so much more than a career.Come and make a difference in our Society, that's been voted a 'Great Place to Work' by our teams. Flexibility and why it matters We understand the need for flexibility, so wherever possible, we'll consider alternative working patterns. Have a chat with us before you apply to see what the possibilities are for this role.
May 01, 2024
Full time
About the role Do you want to be part of our continuous journey in looking to improve and further develop our Savings Propositions.Our ambition is to be the best savings and mortgage provider in the UK, and we're looking for brilliant people like you to join our team as a Senior Product Proposition Manager for savings. The role will play a pivotal part in shaping the future of our savings offerings. You will lead the end-to-end lifecycle of savings proposition development and management, contributing to the overall savings strategy and roadmap. Your creativity and innovative mindset will drive the growth of our savings balances while ensuring a Members First approach to product development. The role responsibilities: Develop and manage savings propositions, identifying opportunities for growth and innovation. Collaborate with cross-functional teams to align savings strategy with business objectives. Drive initiatives to appeal to a wider group of savers and strengthen financial resilience. Manage existing third-party relationships and identify new partnership opportunities. Provide subject matter expertise support to other functions and represent Product and Proposition on regulatory change projects. Lead and develop a team of direct reports, in line with the Society's growth ambitions. Closing date: 2nd May - We reserve the right to close this advert early if we receive a high volume of suitable applications. Benefits: 28 days holiday + bank holidays, Pension Employer Contribution Discretionary Bonus scheme up to 20% Life Assurance - 6 times your base salary Private Medical Insurance Find out more about the fantastic benefits of joining Coventry Building Society here About you To be successful in this role we are looking for you to have a significant background in developing or managing savings products, coupled with an understanding of the regulatory landscape governing financial institutions.You should have a proven track record of leading highly effective teams, inspiring collaboration, and driving results.Your communication skills are crucial in articulating complex ideas and strategies effectively. Your proficiency in creating written presentations, proposals, and committee papers will be pivotal in influencing key stakeholders and securing buy-in for your initiatives.If this sounds like your next challenge, and this sits within your skillset we look forward to receiving your application. Next Steps: If this opportunity resonates with you and you believe it aligns with your skills and aspirations, we are excited to receive your application. We look forward to reviewing your application and exploring how your unique talents can contribute to our shared goals. About us As a mutual, we've always worked together to improve the lives of others. Now one of the largest Building Societies in the UK, over 3,000 of us share that goal, in our branches and Head Office. Our benefits go beyond basic pay, with a discretionary bonus scheme, a culture of reward and recognition and total support for our wellbeing.We're serious about equality, of race, age, faith, disability, and sexual orientation, but also of personality and the way we think. By being yourself, you'll make us stronger. You can build so much more than a career.Come and make a difference in our Society, that's been voted a 'Great Place to Work' by our teams. Flexibility and why it matters We understand the need for flexibility, so wherever possible, we'll consider alternative working patterns. Have a chat with us before you apply to see what the possibilities are for this role.
The Role: Underwriting Manager P & C To support the CUO and Portfolio Director with underwriting expertise to help build, analyse and review underwriting plans- liaising regularly between insurers and the MGA in the development of underwriting strategy specific to binders/insurer and in developing and monitoring best practice underwriting standards across the business. Responsibilities: Attend insurer meetings -both formal and ad hoc -and produce or provide inputs to those meetings as required and work with the MGA to implement agreed underwriting and pricing strategy Analyse data and provide key findings and recommendations Monitor loss ratio targets by binder and recommend corrective action Build underwriting plans for finalising and approval within the MGU and with insurers Work closely with the business teams and technical managers to understand performance issues Provide impact analysis of proposed portfolio changes Model and present adhoc data for capacity partners and support the selection and securing of new capacity partners Support the MGU in areas where a consistent approach to underwriting best practice needs designing and implementing Liaise with technical managers within Q Underwriting to develop best practice and a systematic approach to technical underwriting eg technical peer review, licence frameworks, training and development frameworks . Monitor adherence to appropriate underwriting standards Support proposition development and implementation for both new and existing binders Experience: The ideal candidate should possess excellent knowledge and understanding of the London Market Insurance Industry, and be enthusiastic and conscientious. The key responsibilities of the role are: ACII or progress towards Technical underwriting experience in either Property or casualty insurance Experience gained form an insurance company background in an underwriting role Some experience of working within a portfolio team would be of benefit Some knowledge of delegating underwriting would be of benefit. Understanding of underwriting calculations loss ratio, ultimate loss ratios, combined ratios, accident year and underwriting year basis of calculation. Ability to analyse data and trends and draw conclusions form key data sets Strong working knowledge of excel and powerpoint Solutions focused underwriter Profit and growth approach Further information As well as a competitive salary we offer the following benefits - Competitive holiday allowance with the annual option to buy additional days Death in Service benefit of x4 salary Company pension scheme Enhanced maternity and paternity leave packages A flexible benefits package which allows you to add additional benefits to your overall package Our benefits portal offers discounts on technology & electronics, cinemas, restaurants, days out, mortgage advice, travel and many more Referral schemes Discounted rates on PIB products We offer a first-class employee benefits and welfare package to support our employees with financial management, cycle to work scheme, counselling support, health screening, will writing, menopause support, books, stopping smoking and much more We also offer a wide range of discounts including a kids pass giving you discount to over 4500 attractions and activities, discounts at hairdressers and beauticians, climate change projects with lots of other options to choose PIB has a comprehensive learning & development framework, including professional study options and apprenticeships which are available to all employees, and which will support your career development Being a part of our PIB Community Trust, we support fundraising where you can apply for grants from PIB Group towards your chosen charity PIB Group are committed to improving their environmental impact in a responsible way. From the individual actions that our colleagues take every day through to installing the right facilities across our premises, there are many measures in place to help reduce PIBs carbon footprint. Why join us? We are proud of our success and growth and have been recognised for many industry awards across our business. If you wish to work for a company that truly puts people at the heart of their organisation, then we would love to hear from you. PIB operates a flexible working policy, and our management teams will talk to you about how that would meet both your flexible working needs and those of the business and role you are applying for. We would love to hear from you if you want to hear more about opportunities in PIB. We are an equal opportunities employer, committed to hiring a diverse and inclusive workforce. We do not discriminate on the basis of race, colour, gender, religion, disability, age, sexual orientation or any other characteristic protected by law. REF- JBRP1_UKTJ
May 01, 2024
Full time
The Role: Underwriting Manager P & C To support the CUO and Portfolio Director with underwriting expertise to help build, analyse and review underwriting plans- liaising regularly between insurers and the MGA in the development of underwriting strategy specific to binders/insurer and in developing and monitoring best practice underwriting standards across the business. Responsibilities: Attend insurer meetings -both formal and ad hoc -and produce or provide inputs to those meetings as required and work with the MGA to implement agreed underwriting and pricing strategy Analyse data and provide key findings and recommendations Monitor loss ratio targets by binder and recommend corrective action Build underwriting plans for finalising and approval within the MGU and with insurers Work closely with the business teams and technical managers to understand performance issues Provide impact analysis of proposed portfolio changes Model and present adhoc data for capacity partners and support the selection and securing of new capacity partners Support the MGU in areas where a consistent approach to underwriting best practice needs designing and implementing Liaise with technical managers within Q Underwriting to develop best practice and a systematic approach to technical underwriting eg technical peer review, licence frameworks, training and development frameworks . Monitor adherence to appropriate underwriting standards Support proposition development and implementation for both new and existing binders Experience: The ideal candidate should possess excellent knowledge and understanding of the London Market Insurance Industry, and be enthusiastic and conscientious. The key responsibilities of the role are: ACII or progress towards Technical underwriting experience in either Property or casualty insurance Experience gained form an insurance company background in an underwriting role Some experience of working within a portfolio team would be of benefit Some knowledge of delegating underwriting would be of benefit. Understanding of underwriting calculations loss ratio, ultimate loss ratios, combined ratios, accident year and underwriting year basis of calculation. Ability to analyse data and trends and draw conclusions form key data sets Strong working knowledge of excel and powerpoint Solutions focused underwriter Profit and growth approach Further information As well as a competitive salary we offer the following benefits - Competitive holiday allowance with the annual option to buy additional days Death in Service benefit of x4 salary Company pension scheme Enhanced maternity and paternity leave packages A flexible benefits package which allows you to add additional benefits to your overall package Our benefits portal offers discounts on technology & electronics, cinemas, restaurants, days out, mortgage advice, travel and many more Referral schemes Discounted rates on PIB products We offer a first-class employee benefits and welfare package to support our employees with financial management, cycle to work scheme, counselling support, health screening, will writing, menopause support, books, stopping smoking and much more We also offer a wide range of discounts including a kids pass giving you discount to over 4500 attractions and activities, discounts at hairdressers and beauticians, climate change projects with lots of other options to choose PIB has a comprehensive learning & development framework, including professional study options and apprenticeships which are available to all employees, and which will support your career development Being a part of our PIB Community Trust, we support fundraising where you can apply for grants from PIB Group towards your chosen charity PIB Group are committed to improving their environmental impact in a responsible way. From the individual actions that our colleagues take every day through to installing the right facilities across our premises, there are many measures in place to help reduce PIBs carbon footprint. Why join us? We are proud of our success and growth and have been recognised for many industry awards across our business. If you wish to work for a company that truly puts people at the heart of their organisation, then we would love to hear from you. PIB operates a flexible working policy, and our management teams will talk to you about how that would meet both your flexible working needs and those of the business and role you are applying for. We would love to hear from you if you want to hear more about opportunities in PIB. We are an equal opportunities employer, committed to hiring a diverse and inclusive workforce. We do not discriminate on the basis of race, colour, gender, religion, disability, age, sexual orientation or any other characteristic protected by law. REF- JBRP1_UKTJ
The Role: Underwriting Manager P & C To support the CUO and Portfolio Director with underwriting expertise to help build, analyse and review underwriting plans- liaising regularly between insurers and the MGA in the development of underwriting strategy specific to binders/insurer and in developing and monitoring best practice underwriting standards across the business. Responsibilities: Attend insurer meetings -both formal and ad hoc -and produce or provide inputs to those meetings as required and work with the MGA to implement agreed underwriting and pricing strategy Analyse data and provide key findings and recommendations Monitor loss ratio targets by binder and recommend corrective action Build underwriting plans for finalising and approval within the MGU and with insurers Work closely with the business teams and technical managers to understand performance issues Provide impact analysis of proposed portfolio changes Model and present adhoc data for capacity partners and support the selection and securing of new capacity partners Support the MGU in areas where a consistent approach to underwriting best practice needs designing and implementing Liaise with technical managers within Q Underwriting to develop best practice and a systematic approach to technical underwriting eg technical peer review, licence frameworks, training and development frameworks . Monitor adherence to appropriate underwriting standards Support proposition development and implementation for both new and existing binders Experience: The ideal candidate should possess excellent knowledge and understanding of the London Market Insurance Industry, and be enthusiastic and conscientious. The key responsibilities of the role are: ACII or progress towards Technical underwriting experience in either Property or casualty insurance Experience gained form an insurance company background in an underwriting role Some experience of working within a portfolio team would be of benefit Some knowledge of delegating underwriting would be of benefit. Understanding of underwriting calculations loss ratio, ultimate loss ratios, combined ratios, accident year and underwriting year basis of calculation. Ability to analyse data and trends and draw conclusions form key data sets Strong working knowledge of excel and powerpoint Solutions focused underwriter Profit and growth approach Further information As well as a competitive salary we offer the following benefits - Competitive holiday allowance with the annual option to buy additional days Death in Service benefit of x4 salary Company pension scheme Enhanced maternity and paternity leave packages A flexible benefits package which allows you to add additional benefits to your overall package Our benefits portal offers discounts on technology & electronics, cinemas, restaurants, days out, mortgage advice, travel and many more Referral schemes Discounted rates on PIB products We offer a first-class employee benefits and welfare package to support our employees with financial management, cycle to work scheme, counselling support, health screening, will writing, menopause support, books, stopping smoking and much more We also offer a wide range of discounts including a kids pass giving you discount to over 4500 attractions and activities, discounts at hairdressers and beauticians, climate change projects with lots of other options to choose PIB has a comprehensive learning & development framework, including professional study options and apprenticeships which are available to all employees, and which will support your career development Being a part of our PIB Community Trust, we support fundraising where you can apply for grants from PIB Group towards your chosen charity PIB Group are committed to improving their environmental impact in a responsible way. From the individual actions that our colleagues take every day through to installing the right facilities across our premises, there are many measures in place to help reduce PIBs carbon footprint. Why join us? We are proud of our success and growth and have been recognised for many industry awards across our business. If you wish to work for a company that truly puts people at the heart of their organisation, then we would love to hear from you. PIB operates a flexible working policy, and our management teams will talk to you about how that would meet both your flexible working needs and those of the business and role you are applying for. We would love to hear from you if you want to hear more about opportunities in PIB. We are an equal opportunities employer, committed to hiring a diverse and inclusive workforce. We do not discriminate on the basis of race, colour, gender, religion, disability, age, sexual orientation or any other characteristic protected by law. REF- JBRP1_UKTJ
May 01, 2024
Full time
The Role: Underwriting Manager P & C To support the CUO and Portfolio Director with underwriting expertise to help build, analyse and review underwriting plans- liaising regularly between insurers and the MGA in the development of underwriting strategy specific to binders/insurer and in developing and monitoring best practice underwriting standards across the business. Responsibilities: Attend insurer meetings -both formal and ad hoc -and produce or provide inputs to those meetings as required and work with the MGA to implement agreed underwriting and pricing strategy Analyse data and provide key findings and recommendations Monitor loss ratio targets by binder and recommend corrective action Build underwriting plans for finalising and approval within the MGU and with insurers Work closely with the business teams and technical managers to understand performance issues Provide impact analysis of proposed portfolio changes Model and present adhoc data for capacity partners and support the selection and securing of new capacity partners Support the MGU in areas where a consistent approach to underwriting best practice needs designing and implementing Liaise with technical managers within Q Underwriting to develop best practice and a systematic approach to technical underwriting eg technical peer review, licence frameworks, training and development frameworks . Monitor adherence to appropriate underwriting standards Support proposition development and implementation for both new and existing binders Experience: The ideal candidate should possess excellent knowledge and understanding of the London Market Insurance Industry, and be enthusiastic and conscientious. The key responsibilities of the role are: ACII or progress towards Technical underwriting experience in either Property or casualty insurance Experience gained form an insurance company background in an underwriting role Some experience of working within a portfolio team would be of benefit Some knowledge of delegating underwriting would be of benefit. Understanding of underwriting calculations loss ratio, ultimate loss ratios, combined ratios, accident year and underwriting year basis of calculation. Ability to analyse data and trends and draw conclusions form key data sets Strong working knowledge of excel and powerpoint Solutions focused underwriter Profit and growth approach Further information As well as a competitive salary we offer the following benefits - Competitive holiday allowance with the annual option to buy additional days Death in Service benefit of x4 salary Company pension scheme Enhanced maternity and paternity leave packages A flexible benefits package which allows you to add additional benefits to your overall package Our benefits portal offers discounts on technology & electronics, cinemas, restaurants, days out, mortgage advice, travel and many more Referral schemes Discounted rates on PIB products We offer a first-class employee benefits and welfare package to support our employees with financial management, cycle to work scheme, counselling support, health screening, will writing, menopause support, books, stopping smoking and much more We also offer a wide range of discounts including a kids pass giving you discount to over 4500 attractions and activities, discounts at hairdressers and beauticians, climate change projects with lots of other options to choose PIB has a comprehensive learning & development framework, including professional study options and apprenticeships which are available to all employees, and which will support your career development Being a part of our PIB Community Trust, we support fundraising where you can apply for grants from PIB Group towards your chosen charity PIB Group are committed to improving their environmental impact in a responsible way. From the individual actions that our colleagues take every day through to installing the right facilities across our premises, there are many measures in place to help reduce PIBs carbon footprint. Why join us? We are proud of our success and growth and have been recognised for many industry awards across our business. If you wish to work for a company that truly puts people at the heart of their organisation, then we would love to hear from you. PIB operates a flexible working policy, and our management teams will talk to you about how that would meet both your flexible working needs and those of the business and role you are applying for. We would love to hear from you if you want to hear more about opportunities in PIB. We are an equal opportunities employer, committed to hiring a diverse and inclusive workforce. We do not discriminate on the basis of race, colour, gender, religion, disability, age, sexual orientation or any other characteristic protected by law. REF- JBRP1_UKTJ
The Role: Underwriting Manager P & C To support the CUO and Portfolio Director with underwriting expertise to help build, analyse and review underwriting plans- liaising regularly between insurers and the MGA in the development of underwriting strategy specific to binders/insurer and in developing and monitoring best practice underwriting standards across the business. Responsibilities: Attend insurer meetings -both formal and ad hoc -and produce or provide inputs to those meetings as required and work with the MGA to implement agreed underwriting and pricing strategy Analyse data and provide key findings and recommendations Monitor loss ratio targets by binder and recommend corrective action Build underwriting plans for finalising and approval within the MGU and with insurers Work closely with the business teams and technical managers to understand performance issues Provide impact analysis of proposed portfolio changes Model and present adhoc data for capacity partners and support the selection and securing of new capacity partners Support the MGU in areas where a consistent approach to underwriting best practice needs designing and implementing Liaise with technical managers within Q Underwriting to develop best practice and a systematic approach to technical underwriting eg technical peer review, licence frameworks, training and development frameworks . Monitor adherence to appropriate underwriting standards Support proposition development and implementation for both new and existing binders Experience: The ideal candidate should possess excellent knowledge and understanding of the London Market Insurance Industry, and be enthusiastic and conscientious. The key responsibilities of the role are: ACII or progress towards Technical underwriting experience in either Property or casualty insurance Experience gained form an insurance company background in an underwriting role Some experience of working within a portfolio team would be of benefit Some knowledge of delegating underwriting would be of benefit. Understanding of underwriting calculations loss ratio, ultimate loss ratios, combined ratios, accident year and underwriting year basis of calculation. Ability to analyse data and trends and draw conclusions form key data sets Strong working knowledge of excel and powerpoint Solutions focused underwriter Profit and growth approach Further information As well as a competitive salary we offer the following benefits - Competitive holiday allowance with the annual option to buy additional days Death in Service benefit of x4 salary Company pension scheme Enhanced maternity and paternity leave packages A flexible benefits package which allows you to add additional benefits to your overall package Our benefits portal offers discounts on technology & electronics, cinemas, restaurants, days out, mortgage advice, travel and many more Referral schemes Discounted rates on PIB products We offer a first-class employee benefits and welfare package to support our employees with financial management, cycle to work scheme, counselling support, health screening, will writing, menopause support, books, stopping smoking and much more We also offer a wide range of discounts including a kids pass giving you discount to over 4500 attractions and activities, discounts at hairdressers and beauticians, climate change projects with lots of other options to choose PIB has a comprehensive learning & development framework, including professional study options and apprenticeships which are available to all employees, and which will support your career development Being a part of our PIB Community Trust, we support fundraising where you can apply for grants from PIB Group towards your chosen charity PIB Group are committed to improving their environmental impact in a responsible way. From the individual actions that our colleagues take every day through to installing the right facilities across our premises, there are many measures in place to help reduce PIBs carbon footprint. Why join us? We are proud of our success and growth and have been recognised for many industry awards across our business. If you wish to work for a company that truly puts people at the heart of their organisation, then we would love to hear from you. PIB operates a flexible working policy, and our management teams will talk to you about how that would meet both your flexible working needs and those of the business and role you are applying for. We would love to hear from you if you want to hear more about opportunities in PIB. We are an equal opportunities employer, committed to hiring a diverse and inclusive workforce. We do not discriminate on the basis of race, colour, gender, religion, disability, age, sexual orientation or any other characteristic protected by law. REF- JBRP1_UKTJ
Apr 30, 2024
Full time
The Role: Underwriting Manager P & C To support the CUO and Portfolio Director with underwriting expertise to help build, analyse and review underwriting plans- liaising regularly between insurers and the MGA in the development of underwriting strategy specific to binders/insurer and in developing and monitoring best practice underwriting standards across the business. Responsibilities: Attend insurer meetings -both formal and ad hoc -and produce or provide inputs to those meetings as required and work with the MGA to implement agreed underwriting and pricing strategy Analyse data and provide key findings and recommendations Monitor loss ratio targets by binder and recommend corrective action Build underwriting plans for finalising and approval within the MGU and with insurers Work closely with the business teams and technical managers to understand performance issues Provide impact analysis of proposed portfolio changes Model and present adhoc data for capacity partners and support the selection and securing of new capacity partners Support the MGU in areas where a consistent approach to underwriting best practice needs designing and implementing Liaise with technical managers within Q Underwriting to develop best practice and a systematic approach to technical underwriting eg technical peer review, licence frameworks, training and development frameworks . Monitor adherence to appropriate underwriting standards Support proposition development and implementation for both new and existing binders Experience: The ideal candidate should possess excellent knowledge and understanding of the London Market Insurance Industry, and be enthusiastic and conscientious. The key responsibilities of the role are: ACII or progress towards Technical underwriting experience in either Property or casualty insurance Experience gained form an insurance company background in an underwriting role Some experience of working within a portfolio team would be of benefit Some knowledge of delegating underwriting would be of benefit. Understanding of underwriting calculations loss ratio, ultimate loss ratios, combined ratios, accident year and underwriting year basis of calculation. Ability to analyse data and trends and draw conclusions form key data sets Strong working knowledge of excel and powerpoint Solutions focused underwriter Profit and growth approach Further information As well as a competitive salary we offer the following benefits - Competitive holiday allowance with the annual option to buy additional days Death in Service benefit of x4 salary Company pension scheme Enhanced maternity and paternity leave packages A flexible benefits package which allows you to add additional benefits to your overall package Our benefits portal offers discounts on technology & electronics, cinemas, restaurants, days out, mortgage advice, travel and many more Referral schemes Discounted rates on PIB products We offer a first-class employee benefits and welfare package to support our employees with financial management, cycle to work scheme, counselling support, health screening, will writing, menopause support, books, stopping smoking and much more We also offer a wide range of discounts including a kids pass giving you discount to over 4500 attractions and activities, discounts at hairdressers and beauticians, climate change projects with lots of other options to choose PIB has a comprehensive learning & development framework, including professional study options and apprenticeships which are available to all employees, and which will support your career development Being a part of our PIB Community Trust, we support fundraising where you can apply for grants from PIB Group towards your chosen charity PIB Group are committed to improving their environmental impact in a responsible way. From the individual actions that our colleagues take every day through to installing the right facilities across our premises, there are many measures in place to help reduce PIBs carbon footprint. Why join us? We are proud of our success and growth and have been recognised for many industry awards across our business. If you wish to work for a company that truly puts people at the heart of their organisation, then we would love to hear from you. PIB operates a flexible working policy, and our management teams will talk to you about how that would meet both your flexible working needs and those of the business and role you are applying for. We would love to hear from you if you want to hear more about opportunities in PIB. We are an equal opportunities employer, committed to hiring a diverse and inclusive workforce. We do not discriminate on the basis of race, colour, gender, religion, disability, age, sexual orientation or any other characteristic protected by law. REF- JBRP1_UKTJ
The Role: Underwriting Manager P & C To support the CUO and Portfolio Director with underwriting expertise to help build, analyse and review underwriting plans- liaising regularly between insurers and the MGA in the development of underwriting strategy specific to binders/insurer and in developing and monitoring best practice underwriting standards across the business. Responsibilities: Attend insurer meetings -both formal and ad hoc -and produce or provide inputs to those meetings as required and work with the MGA to implement agreed underwriting and pricing strategy Analyse data and provide key findings and recommendations Monitor loss ratio targets by binder and recommend corrective action Build underwriting plans for finalising and approval within the MGU and with insurers Work closely with the business teams and technical managers to understand performance issues Provide impact analysis of proposed portfolio changes Model and present adhoc data for capacity partners and support the selection and securing of new capacity partners Support the MGU in areas where a consistent approach to underwriting best practice needs designing and implementing Liaise with technical managers within Q Underwriting to develop best practice and a systematic approach to technical underwriting eg technical peer review, licence frameworks, training and development frameworks . Monitor adherence to appropriate underwriting standards Support proposition development and implementation for both new and existing binders Experience: The ideal candidate should possess excellent knowledge and understanding of the London Market Insurance Industry, and be enthusiastic and conscientious. The key responsibilities of the role are: ACII or progress towards Technical underwriting experience in either Property or casualty insurance Experience gained form an insurance company background in an underwriting role Some experience of working within a portfolio team would be of benefit Some knowledge of delegating underwriting would be of benefit. Understanding of underwriting calculations loss ratio, ultimate loss ratios, combined ratios, accident year and underwriting year basis of calculation. Ability to analyse data and trends and draw conclusions form key data sets Strong working knowledge of excel and powerpoint Solutions focused underwriter Profit and growth approach Further information As well as a competitive salary we offer the following benefits - Competitive holiday allowance with the annual option to buy additional days Death in Service benefit of x4 salary Company pension scheme Enhanced maternity and paternity leave packages A flexible benefits package which allows you to add additional benefits to your overall package Our benefits portal offers discounts on technology & electronics, cinemas, restaurants, days out, mortgage advice, travel and many more Referral schemes Discounted rates on PIB products We offer a first-class employee benefits and welfare package to support our employees with financial management, cycle to work scheme, counselling support, health screening, will writing, menopause support, books, stopping smoking and much more We also offer a wide range of discounts including a kids pass giving you discount to over 4500 attractions and activities, discounts at hairdressers and beauticians, climate change projects with lots of other options to choose PIB has a comprehensive learning & development framework, including professional study options and apprenticeships which are available to all employees, and which will support your career development Being a part of our PIB Community Trust, we support fundraising where you can apply for grants from PIB Group towards your chosen charity PIB Group are committed to improving their environmental impact in a responsible way. From the individual actions that our colleagues take every day through to installing the right facilities across our premises, there are many measures in place to help reduce PIBs carbon footprint. Why join us? We are proud of our success and growth and have been recognised for many industry awards across our business. If you wish to work for a company that truly puts people at the heart of their organisation, then we would love to hear from you. PIB operates a flexible working policy, and our management teams will talk to you about how that would meet both your flexible working needs and those of the business and role you are applying for. We would love to hear from you if you want to hear more about opportunities in PIB. We are an equal opportunities employer, committed to hiring a diverse and inclusive workforce. We do not discriminate on the basis of race, colour, gender, religion, disability, age, sexual orientation or any other characteristic protected by law. REF- JBRP1_UKTJ
Apr 30, 2024
Full time
The Role: Underwriting Manager P & C To support the CUO and Portfolio Director with underwriting expertise to help build, analyse and review underwriting plans- liaising regularly between insurers and the MGA in the development of underwriting strategy specific to binders/insurer and in developing and monitoring best practice underwriting standards across the business. Responsibilities: Attend insurer meetings -both formal and ad hoc -and produce or provide inputs to those meetings as required and work with the MGA to implement agreed underwriting and pricing strategy Analyse data and provide key findings and recommendations Monitor loss ratio targets by binder and recommend corrective action Build underwriting plans for finalising and approval within the MGU and with insurers Work closely with the business teams and technical managers to understand performance issues Provide impact analysis of proposed portfolio changes Model and present adhoc data for capacity partners and support the selection and securing of new capacity partners Support the MGU in areas where a consistent approach to underwriting best practice needs designing and implementing Liaise with technical managers within Q Underwriting to develop best practice and a systematic approach to technical underwriting eg technical peer review, licence frameworks, training and development frameworks . Monitor adherence to appropriate underwriting standards Support proposition development and implementation for both new and existing binders Experience: The ideal candidate should possess excellent knowledge and understanding of the London Market Insurance Industry, and be enthusiastic and conscientious. The key responsibilities of the role are: ACII or progress towards Technical underwriting experience in either Property or casualty insurance Experience gained form an insurance company background in an underwriting role Some experience of working within a portfolio team would be of benefit Some knowledge of delegating underwriting would be of benefit. Understanding of underwriting calculations loss ratio, ultimate loss ratios, combined ratios, accident year and underwriting year basis of calculation. Ability to analyse data and trends and draw conclusions form key data sets Strong working knowledge of excel and powerpoint Solutions focused underwriter Profit and growth approach Further information As well as a competitive salary we offer the following benefits - Competitive holiday allowance with the annual option to buy additional days Death in Service benefit of x4 salary Company pension scheme Enhanced maternity and paternity leave packages A flexible benefits package which allows you to add additional benefits to your overall package Our benefits portal offers discounts on technology & electronics, cinemas, restaurants, days out, mortgage advice, travel and many more Referral schemes Discounted rates on PIB products We offer a first-class employee benefits and welfare package to support our employees with financial management, cycle to work scheme, counselling support, health screening, will writing, menopause support, books, stopping smoking and much more We also offer a wide range of discounts including a kids pass giving you discount to over 4500 attractions and activities, discounts at hairdressers and beauticians, climate change projects with lots of other options to choose PIB has a comprehensive learning & development framework, including professional study options and apprenticeships which are available to all employees, and which will support your career development Being a part of our PIB Community Trust, we support fundraising where you can apply for grants from PIB Group towards your chosen charity PIB Group are committed to improving their environmental impact in a responsible way. From the individual actions that our colleagues take every day through to installing the right facilities across our premises, there are many measures in place to help reduce PIBs carbon footprint. Why join us? We are proud of our success and growth and have been recognised for many industry awards across our business. If you wish to work for a company that truly puts people at the heart of their organisation, then we would love to hear from you. PIB operates a flexible working policy, and our management teams will talk to you about how that would meet both your flexible working needs and those of the business and role you are applying for. We would love to hear from you if you want to hear more about opportunities in PIB. We are an equal opportunities employer, committed to hiring a diverse and inclusive workforce. We do not discriminate on the basis of race, colour, gender, religion, disability, age, sexual orientation or any other characteristic protected by law. REF- JBRP1_UKTJ
Commercial Account Handler Cobra Network supports members placing business both digitally and manually. Through success of the Broking Desk it is critical for the long-term success of the business that we put in place the right approach for our business. The role will need to cultivate and strengthen relationships with our members leading to placement of business either manually or digitally via the Broking desk or Cobra Quote portal Key Accountabilities: Developing strong relationships with members, customers and Insurers connecting with key business executives and stakeholders Develop and nurture a healthy pipeline of business to assist in delivery of budgets Engage with Strategic Account managers to ensure joined up and targeted approach with members Create continual feedback loops around the Cobra proposition to ensure that the Cobra Value Added Proposition is market leading Placement of all classes of commercial insurance and high net worth into the market Demonstrate and drive business via the Cobra Quote portal from members Support the development of Broking Desk Team Actively pursue self-development and ensure mandatory courses completed in good time Leverage strong value from cobra members A strong pipeline with conversion targets met Active usage of Cobra Quote by members making Cobra Quote the portal of choice for our members Operate within risk and licence frameworks Provide a framework for the support development of account handlers to achieve licence levels Developed relationships members, customers and Insurers connecting leading to clear placement of business Understanding of Cross-Class Commercial insurance market and processes essential Previous proven broking experience, a minimum of 3 years + with track record of placing business essential Good aptitude to technology, Acturis and Microsoft products preferred Desire to progress insurance qualifications preferred Excellent interpersonal and communication skills Flexibility and resilience Further information As well as a competitive salary we offer the following benefits - Competitive holiday allowance with the annual option to buy additional days Death in Service benefit of x4 salary Company pension scheme Enhanced maternity and paternity leave packages A flexible benefits package which allows you to add additional benefits to your overall package Our benefits portal offers discounts on technology & electronics, cinemas, restaurants, days out, mortgage advice, travel and many more Referral schemes Discounted rates on PIB products We offer a first-class employee benefits and welfare package to support our employees with financial management, cycle to work scheme, counselling support, health screening, will writing, menopause support, books, stopping smoking and much more If supporting the local community, engaging with charities and having the opportunity to 'give something back' interests you, you have the opportunity to take an extra day to support this with a Volunteering day. We also offer a wide range of discounts including a kids pass - giving you discount to over 4500 attractions and activities, discounts at hairdressers and beauticians, climate change projects with lots of other options to choose PIB has a comprehensive learning & development framework, including professional study options and apprenticeships which are available to all employees, and which will support your career development Being a part of our PIB Community Trust, we support fundraising where you can apply for grants from PIB Group towards your chosen charity PIB Group are committed to improving their environmental impact in a responsible way. From the individual actions that our colleagues take every day through to installing the right facilities across our premises, there are many measures in place to help reduce PIB's carbon footprint. We are proud of our success and growth and have been recognised for many industry awards across our business. If you wish to work for a company that truly puts people at the heart of their organisation, then we would love to hear from you. PIB operates a flexible working policy, and our management teams will talk to you about how that would meet both your flexible working needs and those of the business and role you are applying for. We would love to hear from you if you want to hear more about opportunities in PIB. We are an equal opportunities employer, committed to hiring a diverse and inclusive workforce. We do not discriminate on the basis of race, colour, gender, religion, disability, age, sexual orientation or any other characteristic protected by law.REF-
Apr 23, 2024
Full time
Commercial Account Handler Cobra Network supports members placing business both digitally and manually. Through success of the Broking Desk it is critical for the long-term success of the business that we put in place the right approach for our business. The role will need to cultivate and strengthen relationships with our members leading to placement of business either manually or digitally via the Broking desk or Cobra Quote portal Key Accountabilities: Developing strong relationships with members, customers and Insurers connecting with key business executives and stakeholders Develop and nurture a healthy pipeline of business to assist in delivery of budgets Engage with Strategic Account managers to ensure joined up and targeted approach with members Create continual feedback loops around the Cobra proposition to ensure that the Cobra Value Added Proposition is market leading Placement of all classes of commercial insurance and high net worth into the market Demonstrate and drive business via the Cobra Quote portal from members Support the development of Broking Desk Team Actively pursue self-development and ensure mandatory courses completed in good time Leverage strong value from cobra members A strong pipeline with conversion targets met Active usage of Cobra Quote by members making Cobra Quote the portal of choice for our members Operate within risk and licence frameworks Provide a framework for the support development of account handlers to achieve licence levels Developed relationships members, customers and Insurers connecting leading to clear placement of business Understanding of Cross-Class Commercial insurance market and processes essential Previous proven broking experience, a minimum of 3 years + with track record of placing business essential Good aptitude to technology, Acturis and Microsoft products preferred Desire to progress insurance qualifications preferred Excellent interpersonal and communication skills Flexibility and resilience Further information As well as a competitive salary we offer the following benefits - Competitive holiday allowance with the annual option to buy additional days Death in Service benefit of x4 salary Company pension scheme Enhanced maternity and paternity leave packages A flexible benefits package which allows you to add additional benefits to your overall package Our benefits portal offers discounts on technology & electronics, cinemas, restaurants, days out, mortgage advice, travel and many more Referral schemes Discounted rates on PIB products We offer a first-class employee benefits and welfare package to support our employees with financial management, cycle to work scheme, counselling support, health screening, will writing, menopause support, books, stopping smoking and much more If supporting the local community, engaging with charities and having the opportunity to 'give something back' interests you, you have the opportunity to take an extra day to support this with a Volunteering day. We also offer a wide range of discounts including a kids pass - giving you discount to over 4500 attractions and activities, discounts at hairdressers and beauticians, climate change projects with lots of other options to choose PIB has a comprehensive learning & development framework, including professional study options and apprenticeships which are available to all employees, and which will support your career development Being a part of our PIB Community Trust, we support fundraising where you can apply for grants from PIB Group towards your chosen charity PIB Group are committed to improving their environmental impact in a responsible way. From the individual actions that our colleagues take every day through to installing the right facilities across our premises, there are many measures in place to help reduce PIB's carbon footprint. We are proud of our success and growth and have been recognised for many industry awards across our business. If you wish to work for a company that truly puts people at the heart of their organisation, then we would love to hear from you. PIB operates a flexible working policy, and our management teams will talk to you about how that would meet both your flexible working needs and those of the business and role you are applying for. We would love to hear from you if you want to hear more about opportunities in PIB. We are an equal opportunities employer, committed to hiring a diverse and inclusive workforce. We do not discriminate on the basis of race, colour, gender, religion, disability, age, sexual orientation or any other characteristic protected by law.REF-
The Role: Underwriting Manager P & C To support the CUO and Portfolio Director with underwriting expertise to help build, analyse and review underwriting plans- liaising regularly between insurers and the MGA in the development of underwriting strategy specific to binders/insurer and in developing and monitoring best practice underwriting standards across the business. Responsibilities: Attend insurer meetings -both formal and ad hoc -and produce or provide inputs to those meetings as required and work with the MGA to implement agreed underwriting and pricing strategy Analyse data and provide key findings and recommendations Monitor loss ratio targets by binder and recommend corrective action Build underwriting plans for finalising and approval within the MGU and with insurers Work closely with the business teams and technical managers to understand performance issues Provide impact analysis of proposed portfolio changes Model and present adhoc data for capacity partners and support the selection and securing of new capacity partners Support the MGU in areas where a consistent approach to underwriting best practice needs designing and implementing Liaise with technical managers within Q Underwriting to develop best practice and a systematic approach to technical underwriting eg technical peer review, licence frameworks, training and development frameworks . Monitor adherence to appropriate underwriting standards Support proposition development and implementation for both new and existing binders Experience: The ideal candidate should possess excellent knowledge and understanding of the London Market Insurance Industry, and be enthusiastic and conscientious. The key responsibilities of the role are: ACII or progress towards Technical underwriting experience in either Property or casualty insurance Experience gained form an insurance company background in an underwriting role Some experience of working within a portfolio team would be of benefit Some knowledge of delegating underwriting would be of benefit. Understanding of underwriting calculations - loss ratio, ultimate loss ratios, combined ratios, accident year and underwriting year basis of calculation. Ability to analyse data and trends and draw conclusions form key data sets Strong working knowledge of excel and powerpoint Solutions focused underwriter Profit and growth approach Further information As well as a competitive salary we offer the following benefits - Competitive holiday allowance with the annual option to buy additional days Death in Service benefit of x4 salary Company pension scheme Enhanced maternity and paternity leave packages A flexible benefits package which allows you to add additional benefits to your overall package Our benefits portal offers discounts on technology & electronics, cinemas, restaurants, days out, mortgage advice, travel and many more Referral schemes Discounted rates on PIB products We offer a first-class employee benefits and welfare package to support our employees with financial management, cycle to work scheme, counselling support, health screening, will writing, menopause support, books, stopping smoking and much more We also offer a wide range of discounts including a kids pass - giving you discount to over 4500 attractions and activities, discounts at hairdressers and beauticians, climate change projects with lots of other options to choose PIB has a comprehensive learning & development framework, including professional study options and apprenticeships which are available to all employees, and which will support your career development Being a part of our PIB Community Trust, we support fundraising where you can apply for grants from PIB Group towards your chosen charity PIB Group are committed to improving their environmental impact in a responsible way. From the individual actions that our colleagues take every day through to installing the right facilities across our premises, there are many measures in place to help reduce PIB's carbon footprint. Why join us? We are proud of our success and growth and have been recognised for many industry awards across our business. If you wish to work for a company that truly puts people at the heart of their organisation, then we would love to hear from you. PIB operates a flexible working policy, and our management teams will talk to you about how that would meet both your flexible working needs and those of the business and role you are applying for. We would love to hear from you if you want to hear more about opportunities in PIB. We are an equal opportunities employer, committed to hiring a diverse and inclusive workforce. We do not discriminate on the basis of race, colour, gender, religion, disability, age, sexual orientation or any other characteristic protected by law.REF-
Apr 14, 2024
Full time
The Role: Underwriting Manager P & C To support the CUO and Portfolio Director with underwriting expertise to help build, analyse and review underwriting plans- liaising regularly between insurers and the MGA in the development of underwriting strategy specific to binders/insurer and in developing and monitoring best practice underwriting standards across the business. Responsibilities: Attend insurer meetings -both formal and ad hoc -and produce or provide inputs to those meetings as required and work with the MGA to implement agreed underwriting and pricing strategy Analyse data and provide key findings and recommendations Monitor loss ratio targets by binder and recommend corrective action Build underwriting plans for finalising and approval within the MGU and with insurers Work closely with the business teams and technical managers to understand performance issues Provide impact analysis of proposed portfolio changes Model and present adhoc data for capacity partners and support the selection and securing of new capacity partners Support the MGU in areas where a consistent approach to underwriting best practice needs designing and implementing Liaise with technical managers within Q Underwriting to develop best practice and a systematic approach to technical underwriting eg technical peer review, licence frameworks, training and development frameworks . Monitor adherence to appropriate underwriting standards Support proposition development and implementation for both new and existing binders Experience: The ideal candidate should possess excellent knowledge and understanding of the London Market Insurance Industry, and be enthusiastic and conscientious. The key responsibilities of the role are: ACII or progress towards Technical underwriting experience in either Property or casualty insurance Experience gained form an insurance company background in an underwriting role Some experience of working within a portfolio team would be of benefit Some knowledge of delegating underwriting would be of benefit. Understanding of underwriting calculations - loss ratio, ultimate loss ratios, combined ratios, accident year and underwriting year basis of calculation. Ability to analyse data and trends and draw conclusions form key data sets Strong working knowledge of excel and powerpoint Solutions focused underwriter Profit and growth approach Further information As well as a competitive salary we offer the following benefits - Competitive holiday allowance with the annual option to buy additional days Death in Service benefit of x4 salary Company pension scheme Enhanced maternity and paternity leave packages A flexible benefits package which allows you to add additional benefits to your overall package Our benefits portal offers discounts on technology & electronics, cinemas, restaurants, days out, mortgage advice, travel and many more Referral schemes Discounted rates on PIB products We offer a first-class employee benefits and welfare package to support our employees with financial management, cycle to work scheme, counselling support, health screening, will writing, menopause support, books, stopping smoking and much more We also offer a wide range of discounts including a kids pass - giving you discount to over 4500 attractions and activities, discounts at hairdressers and beauticians, climate change projects with lots of other options to choose PIB has a comprehensive learning & development framework, including professional study options and apprenticeships which are available to all employees, and which will support your career development Being a part of our PIB Community Trust, we support fundraising where you can apply for grants from PIB Group towards your chosen charity PIB Group are committed to improving their environmental impact in a responsible way. From the individual actions that our colleagues take every day through to installing the right facilities across our premises, there are many measures in place to help reduce PIB's carbon footprint. Why join us? We are proud of our success and growth and have been recognised for many industry awards across our business. If you wish to work for a company that truly puts people at the heart of their organisation, then we would love to hear from you. PIB operates a flexible working policy, and our management teams will talk to you about how that would meet both your flexible working needs and those of the business and role you are applying for. We would love to hear from you if you want to hear more about opportunities in PIB. We are an equal opportunities employer, committed to hiring a diverse and inclusive workforce. We do not discriminate on the basis of race, colour, gender, religion, disability, age, sexual orientation or any other characteristic protected by law.REF-
The Role: Underwriting Manager P & C To support the CUO and Portfolio Director with underwriting expertise to help build, analyse and review underwriting plans- liaising regularly between insurers and the MGA in the development of underwriting strategy specific to binders/insurer and in developing and monitoring best practice underwriting standards across the business. Responsibilities: Attend insurer meetings -both formal and ad hoc -and produce or provide inputs to those meetings as required and work with the MGA to implement agreed underwriting and pricing strategy Analyse data and provide key findings and recommendations Monitor loss ratio targets by binder and recommend corrective action Build underwriting plans for finalising and approval within the MGU and with insurers Work closely with the business teams and technical managers to understand performance issues Provide impact analysis of proposed portfolio changes Model and present adhoc data for capacity partners and support the selection and securing of new capacity partners Support the MGU in areas where a consistent approach to underwriting best practice needs designing and implementing Liaise with technical managers within Q Underwriting to develop best practice and a systematic approach to technical underwriting eg technical peer review, licence frameworks, training and development frameworks . Monitor adherence to appropriate underwriting standards Support proposition development and implementation for both new and existing binders Experience: The ideal candidate should possess excellent knowledge and understanding of the London Market Insurance Industry, and be enthusiastic and conscientious. The key responsibilities of the role are: ACII or progress towards Technical underwriting experience in either Property or casualty insurance Experience gained form an insurance company background in an underwriting role Some experience of working within a portfolio team would be of benefit Some knowledge of delegating underwriting would be of benefit. Understanding of underwriting calculations - loss ratio, ultimate loss ratios, combined ratios, accident year and underwriting year basis of calculation. Ability to analyse data and trends and draw conclusions form key data sets Strong working knowledge of excel and powerpoint Solutions focused underwriter Profit and growth approach Further information As well as a competitive salary we offer the following benefits - Competitive holiday allowance with the annual option to buy additional days Death in Service benefit of x4 salary Company pension scheme Enhanced maternity and paternity leave packages A flexible benefits package which allows you to add additional benefits to your overall package Our benefits portal offers discounts on technology & electronics, cinemas, restaurants, days out, mortgage advice, travel and many more Referral schemes Discounted rates on PIB products We offer a first-class employee benefits and welfare package to support our employees with financial management, cycle to work scheme, counselling support, health screening, will writing, menopause support, books, stopping smoking and much more We also offer a wide range of discounts including a kids pass - giving you discount to over 4500 attractions and activities, discounts at hairdressers and beauticians, climate change projects with lots of other options to choose PIB has a comprehensive learning & development framework, including professional study options and apprenticeships which are available to all employees, and which will support your career development Being a part of our PIB Community Trust, we support fundraising where you can apply for grants from PIB Group towards your chosen charity PIB Group are committed to improving their environmental impact in a responsible way. From the individual actions that our colleagues take every day through to installing the right facilities across our premises, there are many measures in place to help reduce PIB's carbon footprint. Why join us? We are proud of our success and growth and have been recognised for many industry awards across our business. If you wish to work for a company that truly puts people at the heart of their organisation, then we would love to hear from you. PIB operates a flexible working policy, and our management teams will talk to you about how that would meet both your flexible working needs and those of the business and role you are applying for. We would love to hear from you if you want to hear more about opportunities in PIB. We are an equal opportunities employer, committed to hiring a diverse and inclusive workforce. We do not discriminate on the basis of race, colour, gender, religion, disability, age, sexual orientation or any other characteristic protected by law.REF-
Apr 12, 2024
Full time
The Role: Underwriting Manager P & C To support the CUO and Portfolio Director with underwriting expertise to help build, analyse and review underwriting plans- liaising regularly between insurers and the MGA in the development of underwriting strategy specific to binders/insurer and in developing and monitoring best practice underwriting standards across the business. Responsibilities: Attend insurer meetings -both formal and ad hoc -and produce or provide inputs to those meetings as required and work with the MGA to implement agreed underwriting and pricing strategy Analyse data and provide key findings and recommendations Monitor loss ratio targets by binder and recommend corrective action Build underwriting plans for finalising and approval within the MGU and with insurers Work closely with the business teams and technical managers to understand performance issues Provide impact analysis of proposed portfolio changes Model and present adhoc data for capacity partners and support the selection and securing of new capacity partners Support the MGU in areas where a consistent approach to underwriting best practice needs designing and implementing Liaise with technical managers within Q Underwriting to develop best practice and a systematic approach to technical underwriting eg technical peer review, licence frameworks, training and development frameworks . Monitor adherence to appropriate underwriting standards Support proposition development and implementation for both new and existing binders Experience: The ideal candidate should possess excellent knowledge and understanding of the London Market Insurance Industry, and be enthusiastic and conscientious. The key responsibilities of the role are: ACII or progress towards Technical underwriting experience in either Property or casualty insurance Experience gained form an insurance company background in an underwriting role Some experience of working within a portfolio team would be of benefit Some knowledge of delegating underwriting would be of benefit. Understanding of underwriting calculations - loss ratio, ultimate loss ratios, combined ratios, accident year and underwriting year basis of calculation. Ability to analyse data and trends and draw conclusions form key data sets Strong working knowledge of excel and powerpoint Solutions focused underwriter Profit and growth approach Further information As well as a competitive salary we offer the following benefits - Competitive holiday allowance with the annual option to buy additional days Death in Service benefit of x4 salary Company pension scheme Enhanced maternity and paternity leave packages A flexible benefits package which allows you to add additional benefits to your overall package Our benefits portal offers discounts on technology & electronics, cinemas, restaurants, days out, mortgage advice, travel and many more Referral schemes Discounted rates on PIB products We offer a first-class employee benefits and welfare package to support our employees with financial management, cycle to work scheme, counselling support, health screening, will writing, menopause support, books, stopping smoking and much more We also offer a wide range of discounts including a kids pass - giving you discount to over 4500 attractions and activities, discounts at hairdressers and beauticians, climate change projects with lots of other options to choose PIB has a comprehensive learning & development framework, including professional study options and apprenticeships which are available to all employees, and which will support your career development Being a part of our PIB Community Trust, we support fundraising where you can apply for grants from PIB Group towards your chosen charity PIB Group are committed to improving their environmental impact in a responsible way. From the individual actions that our colleagues take every day through to installing the right facilities across our premises, there are many measures in place to help reduce PIB's carbon footprint. Why join us? We are proud of our success and growth and have been recognised for many industry awards across our business. If you wish to work for a company that truly puts people at the heart of their organisation, then we would love to hear from you. PIB operates a flexible working policy, and our management teams will talk to you about how that would meet both your flexible working needs and those of the business and role you are applying for. We would love to hear from you if you want to hear more about opportunities in PIB. We are an equal opportunities employer, committed to hiring a diverse and inclusive workforce. We do not discriminate on the basis of race, colour, gender, religion, disability, age, sexual orientation or any other characteristic protected by law.REF-
The Role: Underwriting Manager P & C To support the CUO and Portfolio Director with underwriting expertise to help build, analyse and review underwriting plans- liaising regularly between insurers and the MGA in the development of underwriting strategy specific to binders/insurer and in developing and monitoring best practice underwriting standards across the business. Responsibilities: Attend insurer meetings -both formal and ad hoc -and produce or provide inputs to those meetings as required and work with the MGA to implement agreed underwriting and pricing strategy Analyse data and provide key findings and recommendations Monitor loss ratio targets by binder and recommend corrective action Build underwriting plans for finalising and approval within the MGU and with insurers Work closely with the business teams and technical managers to understand performance issues Provide impact analysis of proposed portfolio changes Model and present adhoc data for capacity partners and support the selection and securing of new capacity partners Support the MGU in areas where a consistent approach to underwriting best practice needs designing and implementing Liaise with technical managers within Q Underwriting to develop best practice and a systematic approach to technical underwriting eg technical peer review, licence frameworks, training and development frameworks . Monitor adherence to appropriate underwriting standards Support proposition development and implementation for both new and existing binders Experience: The ideal candidate should possess excellent knowledge and understanding of the London Market Insurance Industry, and be enthusiastic and conscientious. The key responsibilities of the role are: ACII or progress towards Technical underwriting experience in either Property or casualty insurance Experience gained form an insurance company background in an underwriting role Some experience of working within a portfolio team would be of benefit Some knowledge of delegating underwriting would be of benefit. Understanding of underwriting calculations - loss ratio, ultimate loss ratios, combined ratios, accident year and underwriting year basis of calculation. Ability to analyse data and trends and draw conclusions form key data sets Strong working knowledge of excel and powerpoint Solutions focused underwriter Profit and growth approach Further information As well as a competitive salary we offer the following benefits - Competitive holiday allowance with the annual option to buy additional days Death in Service benefit of x4 salary Company pension scheme Enhanced maternity and paternity leave packages A flexible benefits package which allows you to add additional benefits to your overall package Our benefits portal offers discounts on technology & electronics, cinemas, restaurants, days out, mortgage advice, travel and many more Referral schemes Discounted rates on PIB products We offer a first-class employee benefits and welfare package to support our employees with financial management, cycle to work scheme, counselling support, health screening, will writing, menopause support, books, stopping smoking and much more We also offer a wide range of discounts including a kids pass - giving you discount to over 4500 attractions and activities, discounts at hairdressers and beauticians, climate change projects with lots of other options to choose PIB has a comprehensive learning & development framework, including professional study options and apprenticeships which are available to all employees, and which will support your career development Being a part of our PIB Community Trust, we support fundraising where you can apply for grants from PIB Group towards your chosen charity PIB Group are committed to improving their environmental impact in a responsible way. From the individual actions that our colleagues take every day through to installing the right facilities across our premises, there are many measures in place to help reduce PIB's carbon footprint. Why join us? We are proud of our success and growth and have been recognised for many industry awards across our business. If you wish to work for a company that truly puts people at the heart of their organisation, then we would love to hear from you. PIB operates a flexible working policy, and our management teams will talk to you about how that would meet both your flexible working needs and those of the business and role you are applying for. We would love to hear from you if you want to hear more about opportunities in PIB. We are an equal opportunities employer, committed to hiring a diverse and inclusive workforce. We do not discriminate on the basis of race, colour, gender, religion, disability, age, sexual orientation or any other characteristic protected by law.REF-
Apr 12, 2024
Full time
The Role: Underwriting Manager P & C To support the CUO and Portfolio Director with underwriting expertise to help build, analyse and review underwriting plans- liaising regularly between insurers and the MGA in the development of underwriting strategy specific to binders/insurer and in developing and monitoring best practice underwriting standards across the business. Responsibilities: Attend insurer meetings -both formal and ad hoc -and produce or provide inputs to those meetings as required and work with the MGA to implement agreed underwriting and pricing strategy Analyse data and provide key findings and recommendations Monitor loss ratio targets by binder and recommend corrective action Build underwriting plans for finalising and approval within the MGU and with insurers Work closely with the business teams and technical managers to understand performance issues Provide impact analysis of proposed portfolio changes Model and present adhoc data for capacity partners and support the selection and securing of new capacity partners Support the MGU in areas where a consistent approach to underwriting best practice needs designing and implementing Liaise with technical managers within Q Underwriting to develop best practice and a systematic approach to technical underwriting eg technical peer review, licence frameworks, training and development frameworks . Monitor adherence to appropriate underwriting standards Support proposition development and implementation for both new and existing binders Experience: The ideal candidate should possess excellent knowledge and understanding of the London Market Insurance Industry, and be enthusiastic and conscientious. The key responsibilities of the role are: ACII or progress towards Technical underwriting experience in either Property or casualty insurance Experience gained form an insurance company background in an underwriting role Some experience of working within a portfolio team would be of benefit Some knowledge of delegating underwriting would be of benefit. Understanding of underwriting calculations - loss ratio, ultimate loss ratios, combined ratios, accident year and underwriting year basis of calculation. Ability to analyse data and trends and draw conclusions form key data sets Strong working knowledge of excel and powerpoint Solutions focused underwriter Profit and growth approach Further information As well as a competitive salary we offer the following benefits - Competitive holiday allowance with the annual option to buy additional days Death in Service benefit of x4 salary Company pension scheme Enhanced maternity and paternity leave packages A flexible benefits package which allows you to add additional benefits to your overall package Our benefits portal offers discounts on technology & electronics, cinemas, restaurants, days out, mortgage advice, travel and many more Referral schemes Discounted rates on PIB products We offer a first-class employee benefits and welfare package to support our employees with financial management, cycle to work scheme, counselling support, health screening, will writing, menopause support, books, stopping smoking and much more We also offer a wide range of discounts including a kids pass - giving you discount to over 4500 attractions and activities, discounts at hairdressers and beauticians, climate change projects with lots of other options to choose PIB has a comprehensive learning & development framework, including professional study options and apprenticeships which are available to all employees, and which will support your career development Being a part of our PIB Community Trust, we support fundraising where you can apply for grants from PIB Group towards your chosen charity PIB Group are committed to improving their environmental impact in a responsible way. From the individual actions that our colleagues take every day through to installing the right facilities across our premises, there are many measures in place to help reduce PIB's carbon footprint. Why join us? We are proud of our success and growth and have been recognised for many industry awards across our business. If you wish to work for a company that truly puts people at the heart of their organisation, then we would love to hear from you. PIB operates a flexible working policy, and our management teams will talk to you about how that would meet both your flexible working needs and those of the business and role you are applying for. We would love to hear from you if you want to hear more about opportunities in PIB. We are an equal opportunities employer, committed to hiring a diverse and inclusive workforce. We do not discriminate on the basis of race, colour, gender, religion, disability, age, sexual orientation or any other characteristic protected by law.REF-
The Role: Underwriting Manager P & C To support the CUO and Portfolio Director with underwriting expertise to help build, analyse and review underwriting plans- liaising regularly between insurers and the MGA in the development of underwriting strategy specific to binders/insurer and in developing and monitoring best practice underwriting standards across the business. Responsibilities: Attend insurer meetings -both formal and ad hoc -and produce or provide inputs to those meetings as required and work with the MGA to implement agreed underwriting and pricing strategy Analyse data and provide key findings and recommendations Monitor loss ratio targets by binder and recommend corrective action Build underwriting plans for finalising and approval within the MGU and with insurers Work closely with the business teams and technical managers to understand performance issues Provide impact analysis of proposed portfolio changes Model and present adhoc data for capacity partners and support the selection and securing of new capacity partners Support the MGU in areas where a consistent approach to underwriting best practice needs designing and implementing Liaise with technical managers within Q Underwriting to develop best practice and a systematic approach to technical underwriting eg technical peer review, licence frameworks, training and development frameworks . Monitor adherence to appropriate underwriting standards Support proposition development and implementation for both new and existing binders Experience: The ideal candidate should possess excellent knowledge and understanding of the London Market Insurance Industry, and be enthusiastic and conscientious. The key responsibilities of the role are: ACII or progress towards Technical underwriting experience in either Property or casualty insurance Experience gained form an insurance company background in an underwriting role Some experience of working within a portfolio team would be of benefit Some knowledge of delegating underwriting would be of benefit. Understanding of underwriting calculations - loss ratio, ultimate loss ratios, combined ratios, accident year and underwriting year basis of calculation. Ability to analyse data and trends and draw conclusions form key data sets Strong working knowledge of excel and powerpoint Solutions focused underwriter Profit and growth approach Further information As well as a competitive salary we offer the following benefits - Competitive holiday allowance with the annual option to buy additional days Death in Service benefit of x4 salary Company pension scheme Enhanced maternity and paternity leave packages A flexible benefits package which allows you to add additional benefits to your overall package Our benefits portal offers discounts on technology & electronics, cinemas, restaurants, days out, mortgage advice, travel and many more Referral schemes Discounted rates on PIB products We offer a first-class employee benefits and welfare package to support our employees with financial management, cycle to work scheme, counselling support, health screening, will writing, menopause support, books, stopping smoking and much more We also offer a wide range of discounts including a kids pass - giving you discount to over 4500 attractions and activities, discounts at hairdressers and beauticians, climate change projects with lots of other options to choose PIB has a comprehensive learning & development framework, including professional study options and apprenticeships which are available to all employees, and which will support your career development Being a part of our PIB Community Trust, we support fundraising where you can apply for grants from PIB Group towards your chosen charity PIB Group are committed to improving their environmental impact in a responsible way. From the individual actions that our colleagues take every day through to installing the right facilities across our premises, there are many measures in place to help reduce PIB's carbon footprint. Why join us? We are proud of our success and growth and have been recognised for many industry awards across our business. If you wish to work for a company that truly puts people at the heart of their organisation, then we would love to hear from you. PIB operates a flexible working policy, and our management teams will talk to you about how that would meet both your flexible working needs and those of the business and role you are applying for. We would love to hear from you if you want to hear more about opportunities in PIB. We are an equal opportunities employer, committed to hiring a diverse and inclusive workforce. We do not discriminate on the basis of race, colour, gender, religion, disability, age, sexual orientation or any other characteristic protected by law.REF-
Apr 12, 2024
Full time
The Role: Underwriting Manager P & C To support the CUO and Portfolio Director with underwriting expertise to help build, analyse and review underwriting plans- liaising regularly between insurers and the MGA in the development of underwriting strategy specific to binders/insurer and in developing and monitoring best practice underwriting standards across the business. Responsibilities: Attend insurer meetings -both formal and ad hoc -and produce or provide inputs to those meetings as required and work with the MGA to implement agreed underwriting and pricing strategy Analyse data and provide key findings and recommendations Monitor loss ratio targets by binder and recommend corrective action Build underwriting plans for finalising and approval within the MGU and with insurers Work closely with the business teams and technical managers to understand performance issues Provide impact analysis of proposed portfolio changes Model and present adhoc data for capacity partners and support the selection and securing of new capacity partners Support the MGU in areas where a consistent approach to underwriting best practice needs designing and implementing Liaise with technical managers within Q Underwriting to develop best practice and a systematic approach to technical underwriting eg technical peer review, licence frameworks, training and development frameworks . Monitor adherence to appropriate underwriting standards Support proposition development and implementation for both new and existing binders Experience: The ideal candidate should possess excellent knowledge and understanding of the London Market Insurance Industry, and be enthusiastic and conscientious. The key responsibilities of the role are: ACII or progress towards Technical underwriting experience in either Property or casualty insurance Experience gained form an insurance company background in an underwriting role Some experience of working within a portfolio team would be of benefit Some knowledge of delegating underwriting would be of benefit. Understanding of underwriting calculations - loss ratio, ultimate loss ratios, combined ratios, accident year and underwriting year basis of calculation. Ability to analyse data and trends and draw conclusions form key data sets Strong working knowledge of excel and powerpoint Solutions focused underwriter Profit and growth approach Further information As well as a competitive salary we offer the following benefits - Competitive holiday allowance with the annual option to buy additional days Death in Service benefit of x4 salary Company pension scheme Enhanced maternity and paternity leave packages A flexible benefits package which allows you to add additional benefits to your overall package Our benefits portal offers discounts on technology & electronics, cinemas, restaurants, days out, mortgage advice, travel and many more Referral schemes Discounted rates on PIB products We offer a first-class employee benefits and welfare package to support our employees with financial management, cycle to work scheme, counselling support, health screening, will writing, menopause support, books, stopping smoking and much more We also offer a wide range of discounts including a kids pass - giving you discount to over 4500 attractions and activities, discounts at hairdressers and beauticians, climate change projects with lots of other options to choose PIB has a comprehensive learning & development framework, including professional study options and apprenticeships which are available to all employees, and which will support your career development Being a part of our PIB Community Trust, we support fundraising where you can apply for grants from PIB Group towards your chosen charity PIB Group are committed to improving their environmental impact in a responsible way. From the individual actions that our colleagues take every day through to installing the right facilities across our premises, there are many measures in place to help reduce PIB's carbon footprint. Why join us? We are proud of our success and growth and have been recognised for many industry awards across our business. If you wish to work for a company that truly puts people at the heart of their organisation, then we would love to hear from you. PIB operates a flexible working policy, and our management teams will talk to you about how that would meet both your flexible working needs and those of the business and role you are applying for. We would love to hear from you if you want to hear more about opportunities in PIB. We are an equal opportunities employer, committed to hiring a diverse and inclusive workforce. We do not discriminate on the basis of race, colour, gender, religion, disability, age, sexual orientation or any other characteristic protected by law.REF-
The Role: Underwriting Manager P & C To support the CUO and Portfolio Director with underwriting expertise to help build, analyse and review underwriting plans- liaising regularly between insurers and the MGA in the development of underwriting strategy specific to binders/insurer and in developing and monitoring best practice underwriting standards across the business. Responsibilities: Attend insurer meetings -both formal and ad hoc -and produce or provide inputs to those meetings as required and work with the MGA to implement agreed underwriting and pricing strategy Analyse data and provide key findings and recommendations Monitor loss ratio targets by binder and recommend corrective action Build underwriting plans for finalising and approval within the MGU and with insurers Work closely with the business teams and technical managers to understand performance issues Provide impact analysis of proposed portfolio changes Model and present adhoc data for capacity partners and support the selection and securing of new capacity partners Support the MGU in areas where a consistent approach to underwriting best practice needs designing and implementing Liaise with technical managers within Q Underwriting to develop best practice and a systematic approach to technical underwriting eg technical peer review, licence frameworks, training and development frameworks . Monitor adherence to appropriate underwriting standards Support proposition development and implementation for both new and existing binders Experience: The ideal candidate should possess excellent knowledge and understanding of the London Market Insurance Industry, and be enthusiastic and conscientious. The key responsibilities of the role are: ACII or progress towards Technical underwriting experience in either Property or casualty insurance Experience gained form an insurance company background in an underwriting role Some experience of working within a portfolio team would be of benefit Some knowledge of delegating underwriting would be of benefit. Understanding of underwriting calculations - loss ratio, ultimate loss ratios, combined ratios, accident year and underwriting year basis of calculation. Ability to analyse data and trends and draw conclusions form key data sets Strong working knowledge of excel and powerpoint Solutions focused underwriter Profit and growth approach Further information As well as a competitive salary we offer the following benefits - Competitive holiday allowance with the annual option to buy additional days Death in Service benefit of x4 salary Company pension scheme Enhanced maternity and paternity leave packages A flexible benefits package which allows you to add additional benefits to your overall package Our benefits portal offers discounts on technology & electronics, cinemas, restaurants, days out, mortgage advice, travel and many more Referral schemes Discounted rates on PIB products We offer a first-class employee benefits and welfare package to support our employees with financial management, cycle to work scheme, counselling support, health screening, will writing, menopause support, books, stopping smoking and much more We also offer a wide range of discounts including a kids pass - giving you discount to over 4500 attractions and activities, discounts at hairdressers and beauticians, climate change projects with lots of other options to choose PIB has a comprehensive learning & development framework, including professional study options and apprenticeships which are available to all employees, and which will support your career development Being a part of our PIB Community Trust, we support fundraising where you can apply for grants from PIB Group towards your chosen charity PIB Group are committed to improving their environmental impact in a responsible way. From the individual actions that our colleagues take every day through to installing the right facilities across our premises, there are many measures in place to help reduce PIB's carbon footprint. Why join us? We are proud of our success and growth and have been recognised for many industry awards across our business. If you wish to work for a company that truly puts people at the heart of their organisation, then we would love to hear from you. PIB operates a flexible working policy, and our management teams will talk to you about how that would meet both your flexible working needs and those of the business and role you are applying for. We would love to hear from you if you want to hear more about opportunities in PIB. We are an equal opportunities employer, committed to hiring a diverse and inclusive workforce. We do not discriminate on the basis of race, colour, gender, religion, disability, age, sexual orientation or any other characteristic protected by law.REF-
Apr 12, 2024
Full time
The Role: Underwriting Manager P & C To support the CUO and Portfolio Director with underwriting expertise to help build, analyse and review underwriting plans- liaising regularly between insurers and the MGA in the development of underwriting strategy specific to binders/insurer and in developing and monitoring best practice underwriting standards across the business. Responsibilities: Attend insurer meetings -both formal and ad hoc -and produce or provide inputs to those meetings as required and work with the MGA to implement agreed underwriting and pricing strategy Analyse data and provide key findings and recommendations Monitor loss ratio targets by binder and recommend corrective action Build underwriting plans for finalising and approval within the MGU and with insurers Work closely with the business teams and technical managers to understand performance issues Provide impact analysis of proposed portfolio changes Model and present adhoc data for capacity partners and support the selection and securing of new capacity partners Support the MGU in areas where a consistent approach to underwriting best practice needs designing and implementing Liaise with technical managers within Q Underwriting to develop best practice and a systematic approach to technical underwriting eg technical peer review, licence frameworks, training and development frameworks . Monitor adherence to appropriate underwriting standards Support proposition development and implementation for both new and existing binders Experience: The ideal candidate should possess excellent knowledge and understanding of the London Market Insurance Industry, and be enthusiastic and conscientious. The key responsibilities of the role are: ACII or progress towards Technical underwriting experience in either Property or casualty insurance Experience gained form an insurance company background in an underwriting role Some experience of working within a portfolio team would be of benefit Some knowledge of delegating underwriting would be of benefit. Understanding of underwriting calculations - loss ratio, ultimate loss ratios, combined ratios, accident year and underwriting year basis of calculation. Ability to analyse data and trends and draw conclusions form key data sets Strong working knowledge of excel and powerpoint Solutions focused underwriter Profit and growth approach Further information As well as a competitive salary we offer the following benefits - Competitive holiday allowance with the annual option to buy additional days Death in Service benefit of x4 salary Company pension scheme Enhanced maternity and paternity leave packages A flexible benefits package which allows you to add additional benefits to your overall package Our benefits portal offers discounts on technology & electronics, cinemas, restaurants, days out, mortgage advice, travel and many more Referral schemes Discounted rates on PIB products We offer a first-class employee benefits and welfare package to support our employees with financial management, cycle to work scheme, counselling support, health screening, will writing, menopause support, books, stopping smoking and much more We also offer a wide range of discounts including a kids pass - giving you discount to over 4500 attractions and activities, discounts at hairdressers and beauticians, climate change projects with lots of other options to choose PIB has a comprehensive learning & development framework, including professional study options and apprenticeships which are available to all employees, and which will support your career development Being a part of our PIB Community Trust, we support fundraising where you can apply for grants from PIB Group towards your chosen charity PIB Group are committed to improving their environmental impact in a responsible way. From the individual actions that our colleagues take every day through to installing the right facilities across our premises, there are many measures in place to help reduce PIB's carbon footprint. Why join us? We are proud of our success and growth and have been recognised for many industry awards across our business. If you wish to work for a company that truly puts people at the heart of their organisation, then we would love to hear from you. PIB operates a flexible working policy, and our management teams will talk to you about how that would meet both your flexible working needs and those of the business and role you are applying for. We would love to hear from you if you want to hear more about opportunities in PIB. We are an equal opportunities employer, committed to hiring a diverse and inclusive workforce. We do not discriminate on the basis of race, colour, gender, religion, disability, age, sexual orientation or any other characteristic protected by law.REF-
Wealth Engagement Officer Some careers shine brighter than others. If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Retail Banking and Wealth Management serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels. Joining our team will provide you with a range of career options; you can progress to management or specialize in other areas such as financial planning and mortgage advice. We also have national and global opportunities in Risk, Marketing, HR, IT, Commercial banking to name a few. Be part of an exciting and unique team! The Wealth Engagement Officer is a customer/client facing role where you will be contacting customers to maximise their wealth needs by holding robust individual reviews of their life and circumstances. By doing this, you will uncover potential investment or protection needs for your customers, which will generate quality appointments or referrals to the Wealth Advice Team and provide Digital Assisted support through HSBC's My Investment Service. Hybrid Working Role - The Wealth Engagement Team supports flexible working. This role is based in central Birmingham when working from the office. There will be a comprehensive training programme based in the office for the initial 3 weeks of employment Our department operates on a shift basis within the following working hours - 8am to 8pm, Monday to Friday and Saturday 9-5pm This role offers an attractive reward package with a discretionary performance bonus, flexible benefits, pension and employee discounts. In this role, you will be: Providing Wealth & Protection Advice referrals from established Customer profiles using both contact lists & artificial intelligence data, ensuring the customer is then referred to the most appropriate channel to meet their needs. Establishing and implementing the most appropriate Wealth & Protection Advice solution for the customer being that either via Wealth Manager, Wealth Adviser, Relationship Manager or My Investment service Building relationships with customer and colleague groups, acting as a primary contact for Wealth advice referrals. Identifying customer/client need and cross/upsell opportunities, to create deeper and cohesive relationships. Delivering the proposition by providing a consistently excellent customer/client experience and encouraging customer/client to use digital channels where available Adhering to HSBC & Regulatory procedures and guidelines applicable to the role. Guiding a customer through a digital journey/application on My Investments, providing support and guidance without giving advice. Explaining technical requirements of all digital services to a customer in a clear way to ensure the customer understands each stage of the service and what information is required. Requirements To be successful in this role, you should meet the following requirements: An ability to understand a customer's requirements through effective conversations ensuring the customer's Wealth & Protection Advice needs are identified and then referred through the most appropriate channel Have a basic understanding of Wealth & Protection products to ensure meaningful and robust conversations are held. A demonstrative passion for continuously delivering a superior customer experience. A proven track record in consistently delivering a personalised, friendly & efficient service The ability to demonstrate excellent communication skills. This will enable you to engage in effective conversations with customers & to build strong professional rapport, primarily using telephony in addition to various alternative communication tools. Basic computing skills as the role will involve using various systems As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people. This is why HSBC is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of ethnicity, religion, age, physical or mental disability/long term health condition, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by local law in the jurisdictions in which we operate. Within the work place you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions. HSBC has in place processes in order to avoid nepotism, which means to avoid creating circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process. Recruitment Helpdesk:Email: Telephone: +
Dec 12, 2022
Full time
Wealth Engagement Officer Some careers shine brighter than others. If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Retail Banking and Wealth Management serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels. Joining our team will provide you with a range of career options; you can progress to management or specialize in other areas such as financial planning and mortgage advice. We also have national and global opportunities in Risk, Marketing, HR, IT, Commercial banking to name a few. Be part of an exciting and unique team! The Wealth Engagement Officer is a customer/client facing role where you will be contacting customers to maximise their wealth needs by holding robust individual reviews of their life and circumstances. By doing this, you will uncover potential investment or protection needs for your customers, which will generate quality appointments or referrals to the Wealth Advice Team and provide Digital Assisted support through HSBC's My Investment Service. Hybrid Working Role - The Wealth Engagement Team supports flexible working. This role is based in central Birmingham when working from the office. There will be a comprehensive training programme based in the office for the initial 3 weeks of employment Our department operates on a shift basis within the following working hours - 8am to 8pm, Monday to Friday and Saturday 9-5pm This role offers an attractive reward package with a discretionary performance bonus, flexible benefits, pension and employee discounts. In this role, you will be: Providing Wealth & Protection Advice referrals from established Customer profiles using both contact lists & artificial intelligence data, ensuring the customer is then referred to the most appropriate channel to meet their needs. Establishing and implementing the most appropriate Wealth & Protection Advice solution for the customer being that either via Wealth Manager, Wealth Adviser, Relationship Manager or My Investment service Building relationships with customer and colleague groups, acting as a primary contact for Wealth advice referrals. Identifying customer/client need and cross/upsell opportunities, to create deeper and cohesive relationships. Delivering the proposition by providing a consistently excellent customer/client experience and encouraging customer/client to use digital channels where available Adhering to HSBC & Regulatory procedures and guidelines applicable to the role. Guiding a customer through a digital journey/application on My Investments, providing support and guidance without giving advice. Explaining technical requirements of all digital services to a customer in a clear way to ensure the customer understands each stage of the service and what information is required. Requirements To be successful in this role, you should meet the following requirements: An ability to understand a customer's requirements through effective conversations ensuring the customer's Wealth & Protection Advice needs are identified and then referred through the most appropriate channel Have a basic understanding of Wealth & Protection products to ensure meaningful and robust conversations are held. A demonstrative passion for continuously delivering a superior customer experience. A proven track record in consistently delivering a personalised, friendly & efficient service The ability to demonstrate excellent communication skills. This will enable you to engage in effective conversations with customers & to build strong professional rapport, primarily using telephony in addition to various alternative communication tools. Basic computing skills as the role will involve using various systems As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people. This is why HSBC is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of ethnicity, religion, age, physical or mental disability/long term health condition, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by local law in the jurisdictions in which we operate. Within the work place you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions. HSBC has in place processes in order to avoid nepotism, which means to avoid creating circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process. Recruitment Helpdesk:Email: Telephone: +