Graduate - Financial Institution Insurance

Job Description

Bartlett are looking for an ambitious and confident Graduate to join their Financial Institutions Insurance division. The Financial Institutions Insurance division is responsible for arranging insurance covering professional errors and omissions and the person liability of senior management. This involves arranging Professional Indemnity, Management Liability, Crime and Cyber insurance for companies operating in the investment management and wider financial services sector.

As one of the junior members of the team, you will support senior team members, including Account Executives, who advise our highly sophisticated and professional clients on their insurance arrangements. You will have an inquisitive and problem-solving mentality, a proactive attitude, and the skills to manage a wide variety of different tasks and responsibilities to deadlines.

You will be surrounded by, and learn from, a team of experienced finance, insurance and legal professionals and develop valuable skills, financial institution knowledge and insurance expertise. You will gain professional qualifications with the Chartered Institute of Insurance (“CII”) as a member of the “Bartlett Academy” training programme. Your agile working environment will be an ultra-modern, newly refurbished office complete with outstanding

technology/equipment

and an on-site gym. You will be rewarded with a competitive salary and benefits package.

We are committed to working for the benefit of our clients, colleagues and the company. We expect you to be an excellent ambassador for our company displaying our core values of impact, passion, innovation, curiosity, courage, kindness, and integrity.

The Financial Institutions Division:
Our division comprises individuals with over 120 years of combined experience and extensive knowledge in the financial institutions and insurance sectors. We are the largest division within the Bartlett Group, having grown substantially over the last decade.
We boast a first-class product offering with market leading and sustainable USPs (demonstrated by our 99% client retention).
Incredibly detail focused in every area, building strong and personal relationships with clients.
Our insurance market reputation (with both clients and insurers) is unrivalled.
We provide outstanding career development and progression opportunities.
Our offices are in Leeds (HQ), London and Manchester. Bartlett also has offices in the USA, Germany, Hong Kong and Australia.

Client Base:
Professional and high calibre clients.
Primarily investment managers, hedge funds, private equity houses, corporate financiers and stockbrokers managing assets (typically £1bn+) for global investors.
90% are based in London.
Our primary points of contacts are head of finance, head of legal or partners/directors (highly sophisticated and professional individuals).
Core responsibilities:
Support senior team members to manage client relationships and accounts along with attending client meetings, when required.
Request and review underwriting information from clients, conducting detailed client due diligence/KYC (part of our core USP), whilst understanding their insurance requirements.
Broking to the Financial Institution insurance market, including Lloyd’s of London, to secure competitive insurance terms for the client.
Preparing policy documentation (including Lloyd’s slips) and client information documents.
Ensure all client details are recorded accurately on internal systems.
Respond to queries from both clients and insurers in a pro-active manner, whilst keeping senior members informed as appropriate (ensure a high standard of service is always provided).
Developing detailed technical knowledge of the financial institutions sector, financial lines insurance products, and the insurance market as a whole.
Developing and maintaining good working relationships with both team members and the insurance market.

Person Specification - Essential Criteria:
A strong educational background including an

expectation/achievement

of a first-class or 2:1 degree, preferably in a relevant subject matter e.g. Finance, Maths, Economics or Law. (Equivalent professional experience may be considered).
Minimum of 3 months office and client facing experience (preferably professional services).
Reliable and trustworthy with a professional demeanour and attitude i.e. strong work ethic, presentable, approachable, engaging, a well-rounded personality and a “can-do” attitude.
An eagerness to succeed, self-motivated and team-spirited.

Person Specification - Ideal Criteria:
High levels of attention to detail, time management and organisation
High quality spoken and written communication skills.
An eagerness to learn and an inquisitive nature.
Strong customer service, communication and negotiation skills.
Ability to remain calm under pressure and manage multiple enquiries simultaneously.
Problem solver, demonstrating initiative and commerciality.
Being known for candour, authenticity and transparency.

Employee Benefits
A competitive salary.
Enhanced pension contributions (5% employee, 7% employer).
Private Healthcare.
Income protection.
Wellbeing allowance (for use towards health and lifestyle costs).
25 days annual leave + bank holidays (option to buy/sell up to 5 additional days) increasing with service.
Annual salary reviews.
Recently modernised office with onsite gym (which includes Peloton equipment) and subsidised personal training sessions and yoga classes, showers, wellbeing library and more
Frequent social events including quarterly company drinks and “pop-up” restaurants.
Volunteering leave allowance.
and more.

Bartlett is an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.
If you have not heard back from us within 14 days of our closing date, we are sorry, but you have not been successful this time.

No agency support is required for this vacancy.

The closing is Friday 28th June 2024.