Role: The position at Lime Street is within the Entertainment, Vision and Sound department. My day to day process include data input and premium processing using Risk Pro, creating and sending documentation to clients, diary premiums for chasing payment, drafting MRC slips, updating risk bound and premium paid bordereau (which are submitted to underwriters on a monthly basis) and submitting premiums to Xchanging for processing (answering queries etc as they come in). I have recently been trained and left the responsibility of an entire renewal book for one of the brokers to run with for the coming year. This involves contacting the clients for information which i would then process and open discussions with the client in respect of renewal terms. Key Responsibility’s:Processing Risk Bound and Premium Paid Bordeaux on a monthly basis.Submissions to Xchanging via the IMR Creating MRC SlipsProcessing PremiumsCredit ControlSending Documentation to clients

My role at Devitt was within the Commercial department dealing with various schemes including Private Car, Dealer Cover, Motorcycle Training/Hire and Park Homes. In terms of the Private Car business this was a new venture which was handled between my manager and me. The target client base is High Net Worth individuals with Prestige Vehicles. The day to day process includes contacting leads and obtaining details and running through a system for a quote and then negotiating terms with a panel of Underwriters. The process would be completed with the production of the documents and the processing of premiums. I am involved in the set-up/maintenance of this new project including liaising with companies which we are keen to add to a growing panel of insurers. For the Dealer Cover/Motorcycle training & hire side of things I am involved in speaking to leads and obtaining risk information to relay on to our underwriter which is then presented back to the client. The initial presentation to the client is made verbally then followed up with a documentation pack which is drafted up and sent out. Once we receive a confirmation I will then upload the details on our system, liaise with the underwriters for final documentation and post the premiums.Key Responsibilities:Liaising with potential clients and providing all necessary information in regards to the products availableMaking sure I apply a professional/personal touch to all potential and current clientsKeeping a track on any data we can to help the function and growth of the schemeUse all previous skills obtained to aid the growth of the book of business

I started at Clements as a basic Account Handler for the International Vehicle Risk Management team. This included liaising with potential clients, drafting quotations, document creation and data input (Sector). I was moved on to a new project at the request of my line manager in which I played an important part in testing new systems (OpenGI) and the set-up of a new department. This role included liaising with customers via telephone, checking applications (applications made online), document production, clearing payments and small report builds for underwriters. After two successful years of being a key member on a book of business that grew substantially I was promoted to a Senior Account Handler. The promotion saw my role change and now I oversee the book of business and manage a team of 6 people. This role includes reports for Underwriters on a daily basis, people management and taking on any new rules and regulations which may arise.Key Responsibilities:Daily reports to our UnderwritersDelegation of daily work load between members of staffThe preliminary checking of all New BusinessSystem testing – Any new software, systems or processes will be tested by meTo make sure any complaints made are handled compliantly.Set daily/weekly targets and make sure the staff execute in a timely fashion.Making sure individual KPI’s are met.

My role was provide technical support to the business, primarily checking the slips before processing, making sure all relevant information has been agreed beforehand. I would work on the production of client documentation and processing of premium/brokerage within internal performance targets or specific client timescales. Also creating wordings for policy production which are submitted through S&A and followed up until completion. The classes of business involved where E&O, D&O and Mortgage Banks within North America and Europe. Key Responsibilities:Give a ‘Technical Check’ to slips passed over from broker before any processing goes ahead.To process cover notes, debit notes, certificates and/or wordings and dispatch to client when signed.To keep accurate records, maintain relevant files and other records.To maintain and update all tracking systems (used for all documentation)

To make sure files were put away daily, archiving any old/un-used files. Helping the technical team by mailing documentation out to clients and helping with basic production of endorsements. I progressed in my time from a junior to a Technician in the same department and started producing client documentation (such as AP/RP endorsements and Cover Notes) and processing brokerage. This role was in the North American Department dealing with Property, Fine Art & K&R. Key Responsibilities:To make sure all brokers files are clearly marked and filed away in the appropriate place. Draft letters and post out all documentation created by the technical team. Create addenda for all non-premium endorsements.