Job Description
The role will support the Personal Lines Director, Scheme Manager and Personal Lines Team by providing full administration support.
- Assist with the production of documents for clients relating to schemes, renewals and mid-term alterations within appropriate timescales.
- Dealing with telephone, post or email queries on a daily basis
- Liaising with clients and insurers when required.
- Creating client documentation
- Providing assistance to colleagues’ workloads/client queries.
- Taking card payments from clients
- Setting up insurer direct debits
- Maintaining effective diary system and chasing outstanding diary entries on a daily basis
- Collating meeting notes/documents, documenting meeting & actions when required