- Managing monthly spreadsheet submissions from clients, placing Bond cover, and reconciling premiums.
- Liaising with clients to resolve queries related to Bond cover and cases.
- Identifying risk exposures within your portfolio relating to new business, renewals, and client changes.
- Preparing new client and renewal documentation, including risk assessments.
- Updating internal systems with risk information and managing renewals.
- Managing workload efficiently to ensure excellent client service.
- Chasing overdue payments to maintain Bond cover.
- Keeping all documentation accurate and up to date.
- Experience in an office or administrative role is essential.
- Insurance experience is preferred, and those with Acturis experience would be ideal.
- However, candidates from a non-insurance background with strong attention to detail will also be considered.
- Strong customer service skills, with the ability to build professional relationships.
- Confident written and verbal communicator.
- Proficient in Microsoft Excel and database systems, with strong attention to detail.
- Experience with invoices and credit control.