Overview
In this role you manage a portfolio of Professional Indemnity claims end-to-end, with potential involvement in Property and Travel claims. You apply strong PI technical knowledge to assess coverage, liability, and quantum while delivering excellent client service. You work closely with clients, solicitors, brokers, and loss adjusters to achieve timely, cost-effective outcomes and maintain robust records. The position supports process improvements and cross-functional collaboration to ensure high-quality, compliant claims handling. This is a hands-on, relationship-driven role with a meaningful impact on claim outcomes and service quality.
Responsibilities
- Manage a portfolio of PI claims from notification to settlement, ensuring timely, cost-effective resolution
- Assist with Property, Travel and other claims as required
- Refer claims outside handling authority per referral requirements
- Investigate claims thoroughly and gather necessary information
- Assess coverage, policy response, legal liability and quantum
- liaise with clients, solicitors, brokers and third parties to ensure effective outcomes
- Negotiate settlements and mitigate potential losses
- Maintain timely, high-quality claims handling in line with procedures and regulations
- Regularly review reserves and keep records up-to-date in internal systems
- Provide exceptional customer service and keep clients informed through to conclusion
- Support wider claims team and contribute to process improvements
- Collaborate with underwriting, risk management, accounts, IT and marketing to ensure service excellence
- Participate in client meetings and prepare documentation; monitor service provider performance for quality and cost
- Engage in project work and contribute to company publications as required
- Undertake other tasks as reasonably required
Key requirements
- Experience handling Professional Indemnity claims is essential
- Strong technical knowledge of PI insurance and claims handling principles
- Understanding of PI policy coverage, professional negligence, legal liability and quantum assessment
- Experience dealing with solicitors and professional advisers on complex claims
- Effective verbal and written communication skills
- First-class customer focus and ability to build collaborative relationships
- Strong analytical skills and attention to detail
- Ability to work both in a team and independently
- Time management, prioritisation, and meeting deadlines without compromising quality
- Ability to make sound decisions under pressure
- Positive attitude and engagement skills
- Proficient computer literacy
- ACII preferred but not essential
- Effective communication (verbal and written)
- Client-focused mindset
- Collaborative relationship-building
- Proficient computer literacy
- Experience with claims handling systems and internal databases
- Knowledge of PI insurance principles and regulatory requirements
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