Protection, Mortgage and Insurance Administrator

Coast Specialist Recruitment
14 May 2017
13 Jun 2017
Contract Type
Full Time

Our client, a friendly, successful and busy firm of financial consultants is looking for an experienced Administrator to join their team dealing mostly with Protection and General Insurance business.

Duties involve:-

  • Progressing client cases for mortgages and general insurance
  • Maintaining compliance process
  • Ad-hoc/General Office Administration duties
  • Maintaining client relationships - updates in current cases and previous clients on behalf of advisers
  • Researching for mortgages and insurance cases
  • Maintaining CPD record
  • Maintaining agency details with lenders and insurers
  • Dealing with general insurance enquiries and administration, protection, life, personal lines.

It is essential that candidates have gained their experience working for a firm of mortgage brokers or have an insurance background and keen to learn the mortgage side of the business. You must be hard working, friendly, loyal, and honest and have a professional telephone manner. You should be empathetic and a good listener when dealing with clients.

This is a busy, varied and responsible role that will be different every day.