Core processing
- Conduct pre-checks on risk files (completeness, eligibility, declinature triggers).
- Perform due diligence checks (credit; web searches) and flag adverse findings with a summary for underwriter review.
- Prepare rating inputs; apply standard rates and calculate premiums for NB/REN/MTA as instructed; raise discrepancies.
- Generate, check, and issue documentation (schedules; certificates; endorsements; renewals) to agreed standards.
- Maintain accurate records and file housekeeping; ensure version control and audit trail.
Workflow and compliance
- Adhere to underwriting policies, procedures, authority matrices, and group broking procedures.
- Manage tasks/diary to SLA; prioritise workloads; escalate risks or delays promptly.
- Complete quality checks (peer/4‑eyes) and rectify errors; log breaches/complaints/E&O and respond to QA actions.
- Ensure GDPR and data protection compliance; follow retention and documentation standards.
Market and placement support
- Prepare quote requests and market presentations; obtain and record quotes; compile comparisons for underwriter/AE.
- Log and route referrals to insurers/underwriters; track responses and follow up to deadlines.
Communication and liaison
- Liaise with Underwriters, brokers, and internal teams to chase outstanding information and clarify queries.
- Provide clear status updates; maintain accurate call/email notes in the system.
MI and continuous improvement
- Update MI trackers (turnaround, accuracy, backlog); highlight trends and exceptions.
- Contribute to process improvements and system hygiene initiatives.
Development
- Pursue CPD; broaden product knowledge; work towards relevant insurance qualifications as required.
Explicit boundaries (to avoid scope creep)
- No independent underwriting decisions, pricing negotiation, or authority-bearing actions.
- No product ownership, portfolio management, or trading accountability.
Optional role metrics (for the scorecard)
- Turnaround time; first-time-right accuracy; rework rate; documentation errors; SLA adherence; backlog/throughput; system hygiene (duplicate/defect rate).
Top Skills
What We Do
Since our formation in 2015, PIB Group has been on a mission to create a leading position in the provision of specialist insurance solutions across the UK market and beyond.
It’s been an exciting journey as we’ve remained focused and committed to delivering everything that we set out to achieve. We’ve been growing rapidly through acquisition, and by employing outstanding individuals with a wealth of knowledge and experience across the insurance market.
By bringing together companies and individuals recognised as leaders across a range of specialist markets, PIB can draw on their vast expertise and insights which in turn enables customers to enjoy the highest levels of service.
That journey has led to PIB Group today being a highly diversified insurance distribution consolidator focusing on specialist commercial lines and non-standard personal lines products with deep expertise across both direct and B2B distribution through its broking, underwriting and network divisions.
In 2021, PIB Group secured further investment from Apax partners (the ‘Apax Funds’) and re-investment from PIB’s existing investor since 2015 The Carlyle Group. The investments enable PIB to continue our ambitious growth plans.
