The Role

We are currently recruiting for a Broker Support Officer, to work within the Sales team in the IOM to assist with the maintenance of broker files and details and support a seamless introduction and ongoing relationships for key distributors with the Hansard sales team.

Key Responsibilities

• Actively contribute to the successful delivery of the departmental objectives along with your own.
• Be a team player and contribute to the “one team” approach across sales.
• Take ownership of and resolve any queries through to a satisfactory conclusion.
• Support ongoing reviews and updating of procedures within the team and department.
• Responsible for the accurate and efficient completion of administrative tasks provided to you.
• Ensure pended work is reviewed, chased and closed within expected Timescales.
• Proactive, solutions-based approach to understanding issues which arise, and  able to implement actions according to administrative policies and Procedures.
• Timely and professional contact with stakeholders should be maintained at all times.
• Broker administration tasks including:
  • • Setting up Terms of Business
    • Cancellation of Terms of Business
    • Agent cancellation
    • Suitable Certifier cancellation
    • Company Name Change
    • Director/Shareholders changes
    • Onboarding of Brokers
    • Portal Set Up & Bolt On
    • Scanning documents
    • Migration clean-up of data
    • Data Feed requests (Jira)

FULL ROLE PROFILE