Onboarding Executive

Vacancy No

VN645

Basis

Permanent

Full Time / Part Time

Full Time

Entity

Consilium Insurance Brokers

Location City

London

Job Details

Role Summary

To be responsible for onboarding new insurance brokers and insurance carriers, as well as third-party suppliers into Consilium Insurance Brokers Limited (CIBL). To work closely with both agents and internal teams to ensure smooth transitions, proper training, and effective operational alignment. The role sits within the Compliance Department and ensures that all onboarding activity is completed in accordance with regulatory requirements, internal governance standards and contractual obligations; maintaining accurate records is crucial to this role.

This is an exciting opportunity to play a pivotal role in growing CIBL's network of insurance partners and expanding market reach, while providing ongoing support to facilitate successful onboarding and long-term partner relationships.

Role Accountabilities

• Manage the end-to-end process of onboarding new insurance agents, from initial contact through to full integration into CIBL.
• Facilitate the completion of all required documentation and ensure compliance with legal, regulatory and organisational standards.
• Serve as the point of contact, answering questions and resolving issues during the onboarding process, including preparing an issuing TOBAs.
• Coordinate the integration of new markets into CIBL, including working with internal teams to establish relationships with new carriers, products, and services.
• Assist in setting up the necessary infrastructure to support new markets, ensuring smooth operational processes for agents.
• Build and maintain strong relationships with new and existing agents, addressing their concerns and helping them navigate any challenges during their onboarding process.
• Collaborate with other teams, including compliance and marketing, to ensure that all agents are supported and equipped to succeed.
• Maintain an onboarding register.
• Work with Financial Crime Officer to ensure appropriate Due Diligence and Compliance checks have been undertaken, including Financial Sanctions Screening.
• Any additional duties as assigned.

Role Requirements

• A minimum of 4 years' experience within the insurance industry, preferably in a role focused on agent relations, training, or onboarding.
• Experience working within a Compliance, Trading Partners, Governance, or related function within an insurance intermediary.
• Experience managing relationships with external partners or brokers (desirable).
• Strong understanding of insurance products, regulatory requirements, and market structures.
• Experience supporting onboarding, compliance, governance, trading partner management, or operational processes within an insurance environment.
• Familiarity with insurance products, regulations, and market structures.

Skills and Abilities

• Excellent organisational skills with a high level of attention to detail.
• Strong interpersonal and relationship-building skills, with the ability to engage effectively with individuals from a variety of backgrounds.
• Proficiency in Microsoft Office applications and familiarity with insurance management platforms and CRM systems.
• Self-motivated, proactive, and accountable, with a strong sense of ownership.
• Ability to collaborate effectively within a fast-paced and evolving environment.
• Strong problem-solving skills, with the ability to manage competing priorities and navigate challenges effectively.
• Customer-focused mindset, committed to delivering a positive onboarding experience and supporting partners throughout their journey.
• Strong written and verbal communication skills, with the ability to communicate clearly and professionally with both internal and external stakeholders.

Management Duties

• No

We are an equal opportunity employer, and we are proud to share that 93% of our employees say they can be themselves at work. We aim to hire our industry's finest people because the best people drive the best outcomes. And we forever challenge the status quo because we know there are always ways to improve things. Because together, we're limitless.

We value applicants from all backgrounds and foster a culture of inclusivity. We understand the need for flexibility, so work in a hybrid model. Please let us know if you require any reasonable adjustments during the recruitment process.

FCA Conduct Rules

Under the Senior Managers and Certification Regime the FCA and Aventum expects that:

• You must act with integrity.

• You must act with due skill, care and diligence.

• You must be open and cooperative with the FCA, the PRA and other regulators.

• You must pay due regard to the interests of customers and treat them fairly.

• You must observe proper standards of market conduct.

• You must act to deliver good outcomes for retail customers.