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Insurance Administrator Borehamwood
DESCRIPTION:
Our client an established, progressive and successful Insurance Broker is looking for an Insurance Administrator to provide support to the highly professional and experienced team of Account Handlers and Sales Executives.
This is a fantastic opportunity for the successful candidate to join a very enthusiastic team and support the ongoing growth of the business.
JOB ROLE:
The role requires the successful candidate to competently provide administration support to the Insurance Advisers and colleagues, in an organised and effective manner whilst acting within the scope of the FCA’s regulations and adhere to the Firm’s internal compliance processes and procedures.
The role also involves communicating and dealing with clients, Providers, and other professionals on a regular basis, producing well written correspondence and record keeping on a day-to-day basis.
TASKS and ACTIVITIES:
- Updating and setting up client records on relevant databases and back-office systems.
- Arranging for the electronic filing of client correspondence and all other relevant documentation at the time of processing
- Answering client calls in a professional manner.
- Handling incoming emails and telephone calls from clients, colleagues and Providers
- Dealing with correspondence.
- Producing standard letters, arranging for these to be checked and then issued.
- Returning original documentation and certificates to clients.
- Submitting applications using the Lenders or Providers online systems or in paper format, whilst ensuing that business and compliance standards are met.
- Monitoring the progress of applications
- Developing a basic knowledge and awareness of clients and their circumstances.
- Obtaining illustrations from providers.
- Providing clients with case updates.
- Chasing providers for case updates.
- Maintaining an appropriate level of market and regulatory knowledge.
SKILLS:
- Knowledge of Insurance or Financial services.
- Proficient IT skills, in particular Microsoft Word, Excel & Outlook.
- Self-motivated with a proactive and diligent team working ethos.
- Ability to form successful professional relationships both internally and externally.
- Excellent communication skills and shares knowledge and experiences with colleagues.
