Joshua Allard
Leigh-on-sea,Essex
Summary
Dedicated Broker Technician with hands-on experience in the London insurance market, managing client accounts and processing fees with accuracy. Skilled in market documentation, problem-solving and effective communication. Quick to learn and adaptable in fast-paced environments, with a focus on teamwork and delivering seamless operations. Committed to contributing to organisational success while pursuing professional growth.
Overview
2
2
years of professional experience
35
35
years of post-secondary education
Work history
Broker Technician
Senator Insurance Services
London
05.2024 - Current
- Assess and process fee submissions via Xchanging (DMS/ECF) and Non-Bureau submissions accurately and efficiently.
- Use the Insurers' Market Repository to access slips and extract the market information required to support fee processing.
- Reconcile client accounts, and follow up on outstanding payments to maintain accurate financial records.
- Maintain accurate and organised Excel spreadsheets for client and market information.
- Manage clients, acting as the main point of contact for queries via phone and email.
- Support broker run-off operations, handling legacy accounts and ensuring smooth financial and administrative processes.
- Liaise with brokers, underwriters and clients to resolve queries and maintain accurate documentation.
- Identify process improvements and alert management to deficiencies in workflows, processes or controls.
- Manage a dedicated client account, acting as the main point of contact, managing all aspects and queries.
Business administration apprentice
Direct2market
Leigh-on-Sea, Essex
06.2023 - 04.2024
- Delivered administrative support to enhance business operations.
- Updated database to maintain accurate records.
- Ensured compliance with regulations, fostering a safe working environment.
- Optimised productivity through effective time management.
- Drafted letters and emails to facilitate communication.
- Liaised with clients to strengthen customer relationships.
- Managed inbound and outbound calls from customers and suppliers.
- Maintained stock levels to meet business needs.
- Researched and purchased goods from suppliers
Education
GCSEs - English Language
Belfairs Academy
Leigh-on-sea 09.2017 - 07.2022
GCSEs - Maths
Belfairs Academy
Leigh-on-sea 09.2017 - 07.2022
GCSEs - Science
Belfairs Academy
Leigh-on-sea 09.2017 - 07.2022
GCSEs - English Literature
Belfairs Academy
Leigh-on-sea 09.2017 - 07.2022
GCSEs - Physical Education
Belfairs Academy
Leigh-on-sea 09.2017 - 07.2022
GCSEs - Geography
Belfairs academy
Leigh-on-sea 09.2017 - 07.2022
GCSEs - Product Design
Belfairs Academy
Leigh-on-sea 09.2017 - 07.2022
Certificate in financial studies - Finance
The King John Sixth Form
Benfleet, Essex 09.2022 - 06.2023
Apprenticeship -
Business administration level 3 apprenticeship
Leigh-on-sea 06.2023 - 04.2024
Skills
- Client relationship management
- Effective communication
- Interpreting skills
- Quick learner
- Team collaboration
- Active listening
- Problem-solving
- Time management
- Motivational techniques
- Multitasking
- IT proficiency
- Documentation skills
- Market knowledge
- Data analysis competence
Timeline
Broker Technician
Senator Insurance Services
05.2024 - Current
Business administration apprentice
Direct2market
06.2023 - 04.2024
Apprenticeship -
Business administration level 3 apprenticeship
06.2023 - 04.2024
Certificate in financial studies - Finance
The King John Sixth Form
09.2022 - 06.2023
GCSEs - English Language
Belfairs Academy
09.2017 - 07.2022
GCSEs - Maths
Belfairs Academy
09.2017 - 07.2022
GCSEs - Science
Belfairs Academy
09.2017 - 07.2022
GCSEs - English Literature
Belfairs Academy
09.2017 - 07.2022
GCSEs - Physical Education
Belfairs Academy
09.2017 - 07.2022
GCSEs - Geography
Belfairs academy
09.2017 - 07.2022
GCSEs - Product Design
Belfairs Academy
09.2017 - 07.2022