Company

Julie Rose RecruitmentSee more

addressAddressBromley, Shropshire
type Form of workPermanent
salary Salary£30,000 - £35,000/annum
CategoryAccounting & Finance

Job description

Julie Rose Recruitment are seeking an Insurance Administrator to join their client in Bromley within the Household Department. The successful candidate will have previous experience within Household Insurance broking and the ability to deal professionally with clients.

Key Responsibilities of the Insurance Administrator:

  • Managing existing client accounts and dealing with new enquiries
  • Liaising with clients on the phone throughout the process
  • Research and provide new quotations for various financial products
  • Reaching out to clients when their policies are due to see if they wish to renew
  • Processing renewals adhering to Treating Customers Fairly company policy
  • Provide former and prospective clients with quotations at next renewal
  • Collecting and arranging payment where required under finance schemes
  • Diary management

 Person Specification for the Insurance Administrator:

  • Experience within Household Insurance Client facing role, handling policy types such as high net worth, private home (contents and buildings) boats, pets, holiday homes and personal accident
    • Understanding of the principles of insurance broking
    • Knowledge of FCA protocols, Data Protection and GDPR
    • Proficient in MS Office

This Insurance Administrator position is a great job opportunity to join a small and friendly team within this professional financial services company.

Refer code: 3379771. Julie Rose Recruitment - The previous day - 2024-05-23 13:25

Julie Rose Recruitment

Bromley, Shropshire
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