Lead Associate Broking

WTW group; Greater London; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A global risk management firm in Greater London is seeking a detail-oriented candidate for a role focused on policy documentation and validation. Responsibilities include reviewing insurance records, ensuring documentation integrity, and assisting with risk data systems. The ideal candidate should have experience in financial services and a proactive approach to problem-solving. This position offers a comprehensive benefits package, including health insurance, a pension scheme, and various perks to support your professional and personal growth.

Benefits

25 days annual leave

Private healthcare

Life insurance

Group income protection

Defined contribution pension scheme

Fully paid volunteer day

Electric vehicle car scheme

Cycle-to-work programme

Qualifications

• Strong attention to detail and a high standard of data accuracy.
• Experience working with structured data systems.
• Confident communicator, able to liaise with stakeholders.
• Strong organizational skills to track progress independently.
• Analytical mindset to identify data issues.
• Committed to delivering high-quality service.
• Proactive and solutions-focused.

Responsibilities

• Review existing insurance policy records.
• Ensure latest policy documentation is uploaded.
• Liaise with broking teams to confirm policy status.
• Validate system information for each policy.
• Assist with quality assurance of risk and policy data systems.

Skills

Attention to detail

Data accuracy

Communication skills

Organizational skills

Analytical mindset

Proactive problem-solving

Education

Experience within insurance, risk management or financial services

Exposure to policy documentation

Experience producing reports or dashboards

Tools

Power BI

Document management platforms

Job description

Description

The Role

Policy Documentation & Validation

• Review all existing insurance policy records within the Risk Management portal.
• Ensure the latest policy documentation is uploaded, including slips, endorsements, notes and supporting materials.
• Liaise with broking and co-broking teams to confirm the status of each policy.
• Validate that all system information accurately reflects the true and current position of each policy.
• Capture all relevant policy details within the system to ensure completeness and consistency.

New & In-Flight Policies

• Add clear system notes to indicate where documentation is pending, in progress or subject to change.
• Maintain visibility of outstanding items to support proactive follow-up and issue resolution.
• Support improved transparency for internal teams and the client regarding policy status

Progress Tracking & Governance

• Maintain a simple and effective method of tracking progress across all policies.
• Provide regular updates on completion status, risks or issues identified.
• Support audit readiness and internal governance requirements through accurate record-keeping.

Data, Risk & Reporting Support

• Assist with the ongoing maintenance and quality assurance of risk and policy data systems.
• Support risk analysis activities by identifying trends, gaps or inconsistencies in data.
• Produce analytical insights and ad-hoc reports for internal and client use.
• Contribute to the development, enhancement and maintenance of existing Power BI dashboards.

Qualifications

What you’ll bring

• Strong attention to detail and a high standard of data accuracy.
• Experience working with structured data systems, portals or document management platforms
• Confident communicator, able to liaise with both internal and external stakeholders.
• Strong organizational skills with the ability to track progress independently.
• Analytical mindset with the ability to identify data issues and improvements
• Committed to delivering a high-quality service to a global client
• Proactive and solutions focused
• Experience within insurance, risk management or financial services.
• Exposure to policy documentation, broking or client-facing risk systems.
• Experience producing reports or dashboards (Power BI experience desirable)

What we offer

Enjoy a benefits package designed to help you thrive, both professionally and personally. You'll receive 25 days of annual leave plus an extra WTW day to relax and recharge. Our comprehensive health and wellbeing offering includes private healthcare, life insurance, group income protection, and regular health assessments, all giving you peace of mind. Secure your future with our defined contribution pension scheme, featuring matched contributions up to 10% from the company.

We support your growth and balance with hybrid working options, access to an employee assistance programme, and a fully paid volunteer day to make a difference in your community. On top of these, you can opt into a variety of additional perks including an electric vehicle car scheme, share scheme, cycle-to-work programme, dental and optical cover, critical illness protection, and much more. Start making the most of your career and wellbeing with a range of benefits tailored for you.

Equal Opportunity Employer

We’re committed to equal employment opportunity and provide application, interview and workplace and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please [e-mail]