Insurance Broking Administrator

Amanda McNally Insurance Recruitment Limited
18 Mar 2017
17 Apr 2017
Contract Type
Full Time

Working closely with one other Administration Assistant the role will consist of day to day admin and support to household and motor Account Handling team.

General duties will include:

  • Opening, scanning and franking post
  • Taking and processing credit card payments
  • Writing to clients by letter and email
  • Issuing endorsements and processing renewals
  • Debiting and resolving accounts queries
  • Discussing terms and negotiating with insurers
  • Creating client fact finds and helping with broking
  • New business checks and sanction checks
  • Completing spreadsheets with data and stats
  • Ordering stationery
  • Maintaining stock levels of policy wordings and key facts
  • Setting up clients on Sector
  • Maintaining a diary and assisting with the team diary
  • Chasing for payments and documentation
  • Updating and maintaining the Motor Insurance Database
  • Preparing specifications
  • Taking minutes of meetings
  • Issuing cover notes for Motor
  • Producing Motor schedules and certificates for new clients and changes of cars
  • Upkeep of monthly Motor bordereau
  • Sourcing travel quotes and producing schedule for Affinity travel schemes
  • Producing schedules for Personal Accident schemes
  • Project work as required

Hours 9 - 5 Monday - Friday

Who are we looking for?

Candidates with 1 years + experience gained in general insurance broking or customer services

Benefits include

Annual bonus (dependent on company performance) Contributory Pension scheme

Life assurance

Critical illness insurance

Income Protection insurance (PHI) Funding for CII studies