About BMS Group:
BMS is a dynamic, independent, global broker established in 1980, delivering specialist insurance, reinsurance, and capital markets advisory services. We are a global brand with offices located across the US, Canada, Latin America, Australia, Europe and Asia with both a strong, local focus and understanding of market needs.
Our teams are respected globally for their specialist market knowledge, intelligent analysis and insight. Our people strive to be ‘the best in class’ and with an innovative approach and their entrepreneurial thinking, our clients truly benefit from better solutions to policy development and placement.
Being independent makes a key difference to our clients, giving our brokers the freedom to deliver the best solutions, tailored to meet their business needs. Coupled with our collaborative team approach, single platform worldwide and renowned personal service, we are the independent broker of choice.
About the Role
An integral role to provide technical account handling and process support to BankServe Brokers and Directors. This is an end to end technical role with the additional benefit of active Client engagement.
Responsibilities:
- Preparation of Slips and Underwriting information for broking purposes
- Preparation of cover notes, premium, Contract Load Up & all relevant documentation
- Assist with the placing of business as required
- Liaison with clients and markets as necessary
- Maintenance of placing files
- Provide support to BankServe Directors, Consultants & Brokers
- Assist in controlling premiums, commissions, allocating cashes, chasing bad debts and other monetary functions
- Adhere to company and regulatory policies & procedures together with mandatory training requirements.
- Adhere to financial reporting requirements including monthly phasing of income.
Functional & Behavioural Competencies required:
- Some experience in an Insurance environment (Marine preferred but not essential)
- Ability to assemble broking presentation materials accurately and efficiently
- Strong communications skills both verbally and written
- Market skills and market relations
- Working knowledge of Word, Excel and Outlook
Personally demonstrate the five BMS values and ensure that team members are aligned with these:
- We put clients first: We listen, understand, and go further to help our clients succeed.
- We work as one: Our diverse perspectives unite to make a meaningful difference for our clients.
- We take ownership: We act with integrity, accountability, and personal investment in our success.
- We sweat the details: We dive into the details without losing sight of the bigger picture.
- We find a way: We embrace challenges with ingenuity, grit, and collaboration to deliver results.
