Professional & Financial Lines Technician

Harrison Holgate
London
Professional & Financial Lines Technician

A London Market insurance broker is seeking a Professional & Financial Lines Technician to provide high-quality technical and premium processing support to its Professional & Financial Lines Broking team.

This role will support the placement and servicing of Financial Lines insurance risks, ensuring accuracy, compliance, and delivery of a high standard of service to both clients and insurers.

Key Responsibilities
  • Support brokers in the placement and servicing of Financial Lines policies, including D&O, PI, Crime and Cyber.

  • Prepare, process, and issue insurance documentation including Quotations, MRCs, Endorsements, Debit Notes, and Credit Notes.

  • Ensure all documentation complies with FCA, internal, and London Market requirements.

  • Process premiums, APs and RPs in line with agreed terms and market procedures.

  • Liaise with clients, insurers, and finance teams to resolve premium and accounting queries.

  • Assist with the production and processing of bordereaux where applicable.

  • Maintain accurate records of placements, premiums, and bordereaux.

  • Support compliance requirements under the AR framework and internal standards.

  • Assist with reporting and data analysis to support management and board updates.

Candidate Profile
  • Prior experience as a Financial Lines Technician within the London Market.

  • Understanding of Financial Lines products (D&O, Professional Indemnity, Crime, Cyber), or a strong willingness to develop technical expertise.

  • Familiarity with London Market processes and documentation.

  • Experience using broking systems (e.g. Whitespace or similar platforms).

  • Excellent attention to detail and strong organisational skills.

  • Proactive, collaborative team player with high professional standards and integrity.

Posted 2026-06-03

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