Processing Technician – SME, Legacy & Growth

London, England, United Kingdom

1/9/2025

The SME is the first point of contact for the assigned LOB, working closely with all PP teams and the business to ensure that forecast is met and all processing is actioned promptly and accurately.

Key Role Accountabilities

• Is the main point of contact for the given Line of Business and should refer to the Pillar Lead should assistance be required.
• Is the first point of contact for Urgent requests and escalations from the broking teams to which they are aligned - should see each case through to completion.
• PPC (Premium Payment Condition)/ PPW (Premium Payment Warranty)oversight for the assigned division.
• Monitor workloads using the workflow tool (PowerBi) to ensure that all work is completed within the SLA (Service Level Agreement).
• Is responsible for the BCP (Business Continuity Plan) contingency mailboxes in the event of a workflow tool failure - must ensure that all work is allocated and monitored to completion.
• Will liaise with counterparts within IBA and attend Credit Control Meetings for given Line of Business.
• Will review ledgers regularly to ensure that premiums are signed in real time and legacy issues are resolved.
• Regular review of any missed/missing PI’s in Edge
• Joins weekly/monthly call with the Middle Office/Broking Teams.
• Will monitor income and ensure all items in Forecast are processed to meet forecast/budget in a given month - keep Pillar Lead appraised to report back to Finance.
• Liaise daily/regularly with the Processing Team aligned to your Line of Business.
• Escalate any Training and Development needs within the Processing Team.
• Review RFT (Right first time) stats for their Line Of Business and liaise with broking team to drive improvement in slip production etc to increase RFT% and reduce queries/rejections.
• LOR’s (Llyods Outwards Reinsurance) as required.
• Will follow up escalations from Insurers.
• Is the first point of contact for the Annual Audit sample requests.
• Ensure that complex processing and/or high value clients receive an excellent service.
  
  

Qualifications & Experience

Other responsibilities and activities as required.

Person Specification

Previous Premium Processing experience is required.

• Able to influence various stakeholders both internally and externally.
• MS Office skills.
• Good communication skills - written and verbal.
• Organised.
• Determined and resilient.
  
  

#PFI

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