Insurance Administrator - Nuneaton, United Kingdom - Workstreet

Workstreet

Verified Company

Nuneaton, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Insurance Administrator

Nuneaton

£26,000 Basic Salary
Our client based in Nuneaton are currently looking to hire an Insurance Administrator.

Based in Nuneaton you will support fee earning colleagues by completing administrative tasks to ensure that all supporting elements are dealt with accurately and on time.

Your responsibilities include:

File preparation for new and existing client reviews including valuation reports
To ensure that files remain compliant at all times.
To maintain and update client records on backoffice system.
To gather sufficient information on existing plans/arrangements to enable adviser to review client needs
To ensure that all necessary plan/arrangement information, forms and illustrations (where applicable) are available.
To structure letters to providers and clients to obtain information
Arrange client meetings
General client servicing (e.g Chasing LOA's, address changes, liaising with product providers and third parties)
To construct basic suitability reports for advisers (e.g fund switches, top ups, tax free cash, review reports)
To answer telephone calls and other general administrative duties such as filing/scanning/post
Meet and greet clients for facetoface appointments.

Skills, Knowledge and Experience

Proficient with Microsoft Excel, Word and Outlook
Experience providing administrative support within a Pensions, Investments, Protection or Mortgages sector.
Strong pensions and investment product knowledge
Excellent communication skills both verbal and written
Prioritise and plan own workload
Ability to effectively manage your own time and achieve strict time scales.
Selfmotivated
Organised and work well under pressure
A strong team player
Excellent attention to detail

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Desirable_

Working towards the CII Level 4 qualification
A knowledge of Intelligent Office
Knowledge of various providers would be advantageous (e.g Standard Life Platform, Royal London, Curtis Banks, Prudential).