Your main role will be to support the client journey — from completing business written by the sales team through to organising up-and-coming renewals. You will be liaising with clients, third‑party providers and other members of staff to ensure that the client experience is consistently smooth, positive and delivered to an exceptional standard.
The successful candidate will support day-to-day office operations, assist with client administration and act as a key point of contact between staff, clients and insurers.
Fundamentally the role is to provide whatever support the sales team require to ensure the smooth running of the office and compliant business is written for the company.
To succeed in this role, you must have a positive attitude, be organised, be professional with an eye for detail and be willing to embrace new ways of working as in-house systems evolve.
Key responsibilities will include:
* Answering the phones and taking clear messages, screening and directing calls to the appropriate member of the team. A polite telephone manner is therefore key.
* Working closely with and assisting other members of staff as and when required.
* Managing the electronic client records.
* Managing customer renewals.
* Efficient and timely issue of customer documentation.
* Undertaking post sale file checks on a timely basis.
* Assisting with other administration tasks as required.
Previous experience within the commercial insurance industry is useful but not essential as full training will be given.
Proficiency with the MS Office Suite is required (Outlook, Word, Excel) as is good English skills and legible handwriting.
Ideally, this is a full-time permanent role with a 5 day/ 7-hours per day working week – exact hours to be agreed. We would consider a part-time arrangement for the right candidate but cover for the latter part of the working day (to 5.30pm) is a necessity
Salary description
£25000.00 - £30000.00 per year