• Work as part of the North American team servicing business from North America and elsewhere as required by the Division, into the London and international market, always ensuring client needs are met.
• Day-to-day client servicing, from initial submission of risks through to hand-over to the processing team for invoicing.
• Check the client record is set up in the broking system, preparing approval forms where necessary.
• Analyse the insured risk in conjunction with the Broker and/or Producer to assess client requirements, including working on schematics as required by the placement.
• Prepare Open Market Reform Contracts (MRCs), including endorsements and any adjustments, working in conjunction with internal and external stakeholders, ensuring conditions and terms of cover respond to the client’s needs.
• Produce client documentation as required by departmental procedures, complying with internal service standards and FCA requirements, and ensuring Contract Certainty.
• Process placements and endorsements promptly, ensuring prompt payment and a good standard of service to our agents within business timeframes.
• Chase agents for outstanding items needed to complete policy wordings and certificates.
• Diary subjectivities, premium payment warranties and conditions, and liaise with the client and Broker to ensure they are complied with.
• Prepare statistical analysis, including loss runs, where necessary.
• Liaise with Cheltenham to ensure prompt and accurate issuance of invoices.
• Assist the accounts department and/or underwriters with any queries they may have.
• Review internal reports and liaise with Cheltenham teams to ensure all client cash and aged debt is cleared.
• Build strong working relationships with Amwins International offices, independent producers, underwriters and Cheltenham, attending internal and external meetings as required.
• Keep abreast of market, regulatory and tax requirements relating to the portfolio, in line with individual placements.
• Ensure compliance with external and internal guidelines and procedures at all times.
• Provide guidance to less experienced members of the Open Market technical team.
• Undertake any other responsibilities which may become necessary for the proper performance of the role.

Knowledge/Skills/Qualifications

• Experience handling worldwide open market business, in particular North American business.
• Knowledge of Total Objects, GXB and Whitespace.
• Experience using electronic placement systems.
• An understanding of the regulatory and tax requirements in the territories concerned, using Crystal and TMF where appropriate.
• Proficient user of Microsoft Office programmes and Outlook.
• Literate and numerate, with an aptitude for mathematics.
• Able to prioritise and manage own workload and act independently.
• Evidence of organisation and accuracy, and the ability to work under pressure.
• Strong written and verbal communication skills, with the ability to communicate at all levels of management and with clients – face to face, by telephone and by email.
• Understanding of, and affinity for, relationship building.
• Ability to work collaboratively with others.
• A commitment to continuing to expand technical knowledge and market awareness.