Job Description

The candidate that we are looking for will be working in our insurance broking office and will handle new business enquiries, obtaining quotes from insurers, mid-term adjustments and assist in arranging renewals, and maintain databases etc.

Key Responsibilities:

• Client Management: Act as the main point of contact for clients, handling enquiries, and building relationships to ensure retention.
• Administration & Renewals: Prepare, process, and issue new business, renewals, and mid-term adjustments (MTAs).
• Documentation: Maintain accurate client files, ensuring all records are updated on the in-house system.
• Communication: Handle telephone, email, and digital enquiries promptly and professionally.

Experience and skills Required

Required Skills and Qualifications:

• Communication Skills: Strong verbal and written communication for client liaison.
• IT Literacy: Proficiency in Microsoft Office (Word, Excel etc)
• Organisation: Excellent time management and ability to prioritize workloads.
• Attention to Detail: High accuracy in data entry and document checking.
• Excellent communication, strong organization, and proficiency in Office software. Previous experience in working in the insurance/financial services sector would be advantageous
• High grades in GCSEs/A-Levels or equivalent in English and Maths
• Relevant industry qualifications (e.g. insurance certifications) are advantageous.