- Strong Administrative background
- Excellent Customer Service Skills
- Office based role in Stoneleigh.
- Assisting the insurance broker with adding clients to the system.
- Completing trust forms and health questionnaires with clients.
- Following up with providers and clients for underwriting and form completion.
- Maintaining and updating figures and spreadsheets.
- Drafting wills after advice has been provided.
- Sending all relevant documents to clients.
- Strong organisational and administrative skills.
- Excellent communication and interpersonal abilities.
- Proficiency in managing spreadsheets and data entry.
- A keen eye for detail and commitment to accuracy.