Overall role: To deliver client service through; advising clients on their insurance programmes, negotiating and placing contracts of insurance that meet client needs and conforming to company practice quality standards. Key accountabilities: Quoting, Placement and Post Contract Alterations • Analyse and provide advice on risk and insurance issues and structure appropriate coverage. • Placing structure is appropriate to the insured's operations; exposure and risk transfer goals. • Market presentations secure best possible terms for the client,with full material disclosure. • Negotiates and obtains the most appropriate carrier, coverage and price for the clients' requirements. • Resolves subjectivities and warranties in accordance with client/insurer instructions to secure underwriters' participation. • Negotiates agreement to post-placement changes, e.g. by contract endorsement. Marketrelationships (UK & International) • Develops and maintains market relationships to permit the widest placing opportunities Page 2 of 3 | Job Profile | Date ManagementInformation • Produce and analyse premium/brokerage/claims/renewal and other statistics as may be required by line manager. ClientManagement • Identifies and manages client requirements inaccordance with the terms of appointment • Builds and maintains strong client relationships • Achieves a high rate of client retention through well-planned and executed account renewal management • Ensures there are sufficient resources to meet client day-to-day demands and escalates servicing issues to divisional management as necessary • Ensure that the standards of UIB's Client Service Charter are met at all times • No justified client complaints over provision of service File Management • Maintains thorough and timely records of market negotiations, presentations and communications with insurers and with clients in accordance with Internal Procedures and informs clients and/or colleagues of any developments. • Ensure that correspondence, documentation, statistic etc. are retained on paper and electronic files in accordance with BPM and divisional procedures to demonstrate a complete audit trail. Compliance/Corporate Go ver na nc e • Legal, market, regulatory and Best Practice Manual requirements are met in all aspects of business acquisition, placing, claims and servicing. • Hightechnical standards aremaintainedtoachieve quality, minimalrework and minimal E& 0 exposure. • Maintain confidentiality in systems and procedures. • Financial & document checks and subsequent approval process is handled in accordance with UIB'sAuthorised Signatory List. • Review files to ensure that correspondence, documents, statistics etc are retained on file in accordance with Best Practice Manual/divisional procedures providing a complete audit trail • Supports the introduction of new processes in response to regulation changes. • Identifies and reports suspicious financial circumstances or transactions directly to UIB's Money Laundering Reporting Officer Page 3 of 3 | Job Profile | Date General: • At all times behave in a way that upholds and promotes the good name and reputation of UIB Group • Deal honestly and fairly with colleagues , clients, and others within the insurance profession • Take responsibility for own learning and development. Keep up-to-date with best practice and legal developments relating to your own field of expertise. To meet all external and internal trainingrequirements. Desirable experience: • Experience in the London and/or international Upstream Energy market preferably in broking and account servicing to large international corporations. • Technical insurance to CertCll, or equivalent experience. Knowledge and skills • Market and industry structure and operation, including regulation and current market practice LLMIT, LM1 and LM2 or equivalent experience • Sector specific risks and insurance products/solutions Slip drafting; Placing process • Risk Analysis Negotiation • Well-developed verbal and written communication Client servicing and account development • IT literacy in Word, Outlook and Excel (Intermediate). TWINS: can enter and retrieve information Relationship management • Planning and organising • Time management and prioritisation • UIB Products and Services