Underwriting Assistant (Lectio)

Purpose of the Role:

To work within the equinox Lectio team and support the underwriters to help deliver growth and expansion of this cross class underwriting facility.

Key Role Accountabilities:

• Logging of agreed slips and endorsements to capture Lectio’s progress.
• Sending slips for processing and, where required, aggregate teams for reporting to insurers.
• Where required, sending endorsements to processing and aggregate teams for reporting to insurers.
• Assist with the final document download from PPL and Whitespace.
• Ensure documents are filed in the correct file and appropriately tagged.
• Ensure that emails files are loaded to the document management system at the appropriate time.
• Send bdx and paid bdx to insurers on a monthly basis.
• Update quote sheet with quote status from underwriters’ tool.
• Liaise with brokers for any outstanding quote for their status.
• Participate in regular team meetings to review our progress against targets
• Assist with pre-review during busy periods
• Build good working relationships with the various broking teams.
• Option to participate in:
  • review of bdx data
  • preparation of reports
  • system testing prior to implementation

Qualifications & Experience:

• No specific Insurance experience is required.
• High level proficiency in MS Outlook, Word and Excel – PowerPoint experience can be beneficial also.
• Strong, analytical, verbal and written communication skills are valuable.

Person Specification:

The role would be predominantly home working with days in London when required. As such you should have the ability to be self-motivated/disciplined but also be a team player.

Accuracy and attention to detail is critical, and an interest in data and spotting inconsistencies would be an asset.

A willingness to be involved in more in-depth work during busy periods, with a view to learning the underwriting role and progressing to that role.

You should be comfortable working with all members of the team, and contacting brokers to chase any outstanding items.