Our client, based in Reigate (Surrey), is looking for an experienced Protection & Insurance Administrator to join their team and provide full admin support to the Protection Advisers in the business. You will help write suitability letters, complete client documentation, deal with client enquiries and liaising with third party insurance companies.
Responsibilities:
· Provide high level technical and administrative support to the Advisers;
· Deal effectively with queries from clients and other parties through effective communication;
· Ensure that files are complete with all required client documentation;
· Assist advisers and clients with their applications;
· Write accurate and professional suitability letters;
· Book client appointments;
· Maintain accurate computer records and follow the company’s compliance process at all times;
· Help to progress clients’ applications by liaising with insurance companies, GP surgeries, consultants and companies who arrange medicals for clients, then updating the client of progress;
· Send out trust forms, assisting clients with completing them, checking trust forms are correct when returned and if not liaising with the client correct errors. Sending trust forms to insurers and documenting the process on the CRM system.
Previous Experience and Qualifications:
· Previous experience in a similar support role in financial services or the protection sector;
· Knowledge of relevant regulation and legislation (desirable);
· Experience of client management systems;
· Excellent telephone client interaction skills and ability to build rapport swiftly;
· Excellent written communication skills;
· Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
· Good organisation skills;
· Strong attention to detail;
· Manages time effectively with the ability to multi-task;
· Keeps calm when faced with conflicting demands and handles these effectively;
· Demonstrates a positive attitude at all times.
This role offers the flexibility of hybrid working (2 days in office and 3 days working from home) as well as a very competitive benefits package.
If you are interested in applying for this job opportunity then please submit a copy of your CV to Josie at Artemis Recruitment.