To play a key role in ensuring that UK General Insurance Ltd has oversight of its clients’ businesses to gain assurance that they trade in a consumer focused, compliant manner. Take responsibility for due diligence checking and the issuing of contracts (TOBAs) to clients.

Main activities and tasks

  • To work with the wider Delegated Authority Team to help deliver the company’s oversight strategy of UK General’s clients.
  • Help to maintain oversight of new and existing clients.
  • Undertake reviews of new agency applications and responses to information requests, with a view to providing input to the Delegated Authority Control and Oversight Team.
  • Undertake due diligence checks on new and existing clients e.g. credit checks and FCA register checks.
  • Take responsibility for reviewing and issuing “standard” contractual documents e.g. TOBAs and NDA’s and ensure record keeping, including system records, is kept up to date.
  • Assist with the checking of the take-on and renewal processes, ensuring inputs and outputs to the processes are carried out to agreed quality standards.
  • Own the central client / scheme issues log and pro-actively ensure that issues are satisfactorily closed within timescales.
  • Review MI provided by clients to identify trends and highlight any potential issues
  • Undertake reviews of customer journeys including website reviews and mystery shopping.
  • Work closely with all other areas of the business to gain a comprehensive view of UKG’s clients and their operations
  • Ensure timely, accurate reporting that feeds into the overall Delegated Authority function reporting.
  • Focus on process, quality improvements and efficiency to contribute to the control environment of the Company.
  • Assist with other related duties within the business as and when required.

Required skills and experience

  • Strong administrative and organisational skills and ability to meet tight deadlines
  • Experience of internal and external relationship management
  • Excellent communication skills
  • Ability to report findings in a clear, logical and succinct manner resulting in internal and external key stakeholder buy-in
  • Ability to work on own initiative and understand the needs of clients & internal stakeholders
  • Attention to detail
  • Take a practical viewpoint and help support effective solutions
  • Experience in the Insurance industry would be an advantage.

Reporting to

Delegated Authority Control & Oversight Officer

Closing date

31 Aug 2018

How to apply

To apply for this vacancy please email your CV and covering letter to

Alternatively, post your application to:

UK General Insurance Limited
Cast House, Old Mill Business Park
Gibraltar Island Road
Leeds LS10 1RJ