Client Service Advocate - Bermuda

Job Title: Client Service Advocate - Bermuda

Location: London/Hybrid (Typically 2/3 days in the office)

Type: Full time/Part time – Permanent/Fixed Term (If you are a job share partnership, work reduced hours, or any other way of working flexibly, please do still get in touch)

At Price Forbes, we provide much more than just a workplace. We are dedicated to fostering skill development and knowledge within a team that is passionate about their work, values their Employees, and truly celebrates diversity.

Working at Price Forbes means you’ll be part of The Ardonagh Group. We are proud of our innovative environment offering many opportunities for growth across the wider group. Employees regularly move between our united teams, and we encourage you to make your role your own.

Our offices are lively and exciting places to be, but we understand that life needs flexibility, and offer a genuinely flexible approach to working. If you are looking to join a thriving, energetic business with exciting plans, this role could be an ideal fit for you.

What we can offer:

We offer much more than just an inclusive culture with apprenticeships, study support, participation in our annual Spotlight Awards, Community Trust, Sports Teams, office socials, events and so much more. All of this with a supportive management team as well as working alongside some of the industry’s top talent.

You’ll have access to wellbeing programs, fantastic discounts across many big-name businesses including supermarkets, gym memberships, restaurants, and healthcare cash plans etc.

Further perks of working with us (Fixed benefits):

• Employer pension contribution of 10% (providing you, the Employee provides 5%).
• Good work life balance - flexibility to suit you.
• Competitive salary.
• Life Assurance at X4 of your base salary.
• Group Income Protection.
• Generous Annual Leave entitlement.
• Private Medical Insurance.
• Group annual bonus scheme.

Manager says:

The candidate will support a leading international Price Forbes office, assisting Trading teams with a wide range of Operational and Fulfilment tasks. They will act as an important conduit between the front and back office, supporting Trading team and overseeing post-placement servicing.

The candidate will work and think independently in a fast-paced commercial environment. They will be comfortable working with colleagues at all levels of seniority and assist their Trading colleagues from a different time zone. Opportunities for occasional travel to the International office is likely to be offered.

Key Role Accountabilities:

• Monitoring the renewal pipeline and monthly budgets through our company system Monday.com.
• Assisting with Client due diligence (KYC).
• Assisting the company’s Clients and Underwriters with their own due diligence needs, by completing questionnaires, and providing relevant information on the company to our counterparties.
• Monitoring inboxes for each team to streamline tasks.
• Working with other Fulfilment/Trading teams within the business.
• Monitoring Premium Payment Warranties (PPWs) alongside IBA.
• Drafting Evidence of Covers, for hand-off to Trading teams.
• Supporting Trading teams with e-filing.
• Maintaining, and being responsible for, the entry and accuracy of data into company systems (Global XB and Brokasure).
• Drafting endorsement templates, for hand-off to Trading teams.
• Assisting Head of Processing and Fulfilment with ad-hoc duties.
• Releasing premium and endorsement invoices to Clients and Carriers.
• Assisting with IBA/Credit Control duties (unallocated cash) and liaising with teams on any new complexed policies bound.
• Account reconciliations.
• Management of legacy aged debt.

Qualifications & Experience:

• P revious experience in an operations/technical-orientated role within the insurance industry (London/International Markets).
• 2 years’ experience in a technical insurance role is preferred.
• Demonstrable knowledge and experience handling slips and binders.
• Experience with North American Property, Casualty and Professional Lines business highly desirable.

• Strong proficiency in the Microsoft Suite of applications with strong skills in Excel.

Person Specification:

• Meticulous organizational skills and the ability to pay attention to detail and multi-task.
• Excellent problem-solving skills to identify problems and to identify resolutions or escalate to the appropriate person.
• Proactive and independent thinking.
• Resilient attitude.
• Aptitude for learning Insurance terminology.
• Well-developed business and social skills and team working capabilities.
• Excellent oral and written communication skills.
• Ability to work to tight deadlines.
• Accurate and attentive to detail
• Ability to work with employees at all levels of the Company.

Think you don’t meet every requirement?

We are dedicated to creating a diverse, inclusive, and authentic workplace where everyone can thrive . If you’re excited about this role, but your experience doesn’t perfectly match what we are looking for, please apply anyway. You might just be the right fit for the job, or other opportunities we may have within the wider Group.

Interview Process:
At Price Forbes, we have a straightforward interview process to ensure the best fit for both you and the company:

• Submit your application with your CV, emphasising your skills and experience related to the job.
• Our Talent Acquisition team will then arrange a call where they can tell you more about the role and the team. We want to learn about your motivation and goals, what you can bring to Price Forbes, and answer any immediate questions.
• If successful, you will generally be invited to engage in a 1-hour interview with the Hiring Manager and selected team members, via teams or in person. We will discuss our technologies, key skills, and team dynamics and provide further opportunity to ask any questions. This is your chance to voice your thoughts on the role and we will outline our expectations and ensure this role aligns with your ambitions for the future.
• Depending on the role, you may be invited to attend a second stage interview with further members of the team.

If successful or unsuccessful, we always try and move quickly in presenting an offer or providing feedback.

#PFI