PMI Administrator

Our client is looking for a Insurance Administrator, to join their team in Chelmsford.

Proactively manage client relationships by the delivery of a first-class support service.

Act as a first point of contact to Consultants, Insurers and Clients

Daily Tasks

• Diary management
• Appointment booking
• Excellent communication skills
• System organisation
• Data entry
• Creating and filing documents
• Provide administrative support to the team leader and consultants.
• Undertake administration tasks as allocated to include general typing, photocopying, filing and archiving.
• Maintain office environment.
• Answering incoming telephone calls in a messages courteous manner, forward and / or screen calls, record, and relay accurate messages
• Respond and / or redirect all client and visitor requests / queries accordingly.
• Ensure the electronic diary system is up to date.
• Managing and monitoring an Inbox

Ongoing Tasks

• Ensure the fair treatment of customers and their best interests is core to the activity of the business at all times
• Handle consumer data carefully and within the accordance of GDPR
• Process renewal notification documents and distribute to the relevant Consultant.
• Provide email/letter writing notification service to clients on behalf of the Employed Consultants.
• Ensure the processing of new business, renewing business and mid-term changes is done accurately and in a timely manner
• Upload all relevant documentation to the IT system accurately and in a timely fashion
• Process client membership and personal detail changes in a timely manner
• Carry out all processing in accordance with internal policies and procedures and FCA regulatory requirements
• Maintain comprehensive client records at all times and liaise with our Insurer partners in ensuring our records match theirs
• Opening, distributing and dispatching of post
• Answer incoming telephone calls in a timely, professional and friendly manner
• Represent the business with internal and external stakeholders and attend meetings if required, acting as a positive ambassador at all times
• Undertake all duties as could be reasonably expected at the request of the Directors and as a member of the senior management team

Qualifications

• Educated to GCSE standard or equivalent with passes in Mathematics & English

How to apply:

To apply for this role, please forward your CV in confidence

Due to the high volume of applications that we receive, if you do not hear from us within 7 days unfortunately your application has been unsuccessful