The role consists of aiding one of our Broking Desks in all administration duties, this is an entry level role so you are probably a recent graduate. We are a specialist provider of niche high value insurance services to the UK Property sector. An opportunity has arisen to join our team for an enthusiastic and ambitious individual looking to develop a successful career at an organization that is leading the way in their sector.
Key responsibilities will include:
Providing support to the brokers with customer enquiries and issues
Contacting clients and insurance companies via telephone and written communication
Sending emails to clients on behalf of the broker team
Sending proposals out to insurers and then collating quotes
Creating documents and letters to send to clients
Data Input, maintenance and alteration of data
Invoicing clients
Assisting the operations manager ensuring we are compliant with the financial conduct authority requirements
Ensuring all customer files are up to date
Customer service and follow up calls with clients
Required Knowledge, Skills, and Abilities
Competent in the use of Microsoft Office, in particular, Word & Excel. Ability to undertake training and become competent in the use of other platforms including CRM. Good communication and interpersonal skills. Good organizational skills, including ability to priorities workload. Good typing and word processing skills. Good standard of written and verbal communication. Proven ability to work under pressure. Well spoken, Well presented, Articulate, Good attention to detail, Organized, Good standard of English able to communicate both verbally and in writing.