Administration Assistant

Job Title: Administration Assistant (Broking Support)

Location: Poole

Salary: Negotiable + benefits

Alan & Thomas Insurance (part of Brown & Brown Europe) are an established insurance broker with multiple locations across the South of England and are currently looking for a Administration Assistant to join their busy team that deal with Commercial Insurances in Poole.

The role of the Administration Assistant / Broking Support is an important role in the Company providing administrative support to the Advisers and Account Executives of the department. Success in the role will primarily be judged on achieving support targets and providing excellent administrative support.

The company is looking to the future and prides itself on having a market leading client service model and a long list of products options and covers it can access. The office team consists of some of the best insurance minds and personalities in the area.

The day to day;

• Assist Advisers/Account Executives with administration support on a daily basis including general enquiries, renewals, mid-term adjustments, obtaining quotations and accounting procedures as requested.
• Deal with customer service (i.e. non advice) enquiries from clients, insurers and other third parties in a professional and timely manner.
• Manage administration of client renewals, including renewal documentation; renewal quotations and accounting procedures ensuring FCA deadlines are adhered to.
• Assist in preparation of sales and renewal documentation including client letters, renewal and final reports as applicable.
• Administer mid-term adjustments.
• Input data onto the office systems.
• Maintain an efficient diary system including age debtor lists, accounts queries, chasing documentation and renewal terms.
• Liaise with insurers and other third parties regarding the administration of client's insurance needs.
• Develop good working relationships with key Insurer personnel.
• Adhere to T&C scheme requirements.
• Adhere to FCA requirements.
• Any other duty as requested.
• Embrace and comply with company values.

What's on offer:

• Negotiable salary range, package & benefits
• Joint Pension contribution scheme
• Salary Sacrifice options including dental and healthcare
• Discounts site for restaurants, cinema, retailers
• Cycle to work scheme
• Health & Wellbeing programme
• Casual dress code in office
• Performance related bonus
• Annual leave that rises with length of service

Your Experience & Skills

• High level inter personal skills - Ability to build successful, mutually beneficial business relationships.
• Communication skills - Able to communicate to people with various levels of knowledge face to face, over the telephone and in writing.
• Planning, organisational and time management skills.
• Computer literate and thorough understanding of Company software.

• Efficient Administration skills.
• Ability to work efficiently under pressure.

Qualifications

• Grade C or above English and Maths at O Level / GCSE
• No Insurance qualifications specifically required although all staff in the company are encouraged to undertake professional insurance qualifications.
• Previous experience in Insurance an advantage

Experience

• Understanding of General Insurance products an advantage
• Relevant administration experiences an advantage.