Role Overview & Mandate
Executive Summary
Purpose of the Role: To work within the equinox Lectio team and support the underwriters to help deliver...
Reviewed by Compensation & Visa Analysts •
Sources: USCIS E-Verify & Home Office CoS
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.
