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- Tasks: Assist in insurance accounts, data entry, and reconciliation tasks.
- Company: Join Amwins Global Risks, a leading London broker focused on relationships.
- Benefits: Gain professional qualifications, competitive salary, and supportive learning environment.
- Why this job: Kickstart your career in insurance with hands-on experience and growth opportunities.
- Qualifications: GCSEs in English and Maths at Grade 5 or above; commitment to Cert CII.
- Other info: Inclusive workplace valuing talent and collaboration, with excellent career progression.
The predicted salary is between 800 - 1400 £ per month.
At Amwins Global Risks, we succeed together. We’re not ‘just another London broker’ placing risks and signing contracts. Insurance is a relationship-based business, and achieving success means hiring the best talent in the industry. When you join us, we will encourage and support your professional and personal development as we invest in you and your learning to help you succeed and grow.
We’ve built a workplace where talent, collaboration and inclusivity are valued, and our commitment to diversity, equity and inclusion helps cultivate an open, welcoming workplace where everyone who works with us can be themselves.
Job holders at this level carry out tasks, routines and procedures which are documented, well-established and subject to direct supervision. Job holders will develop their competence and understanding of the role through familiarisation and application of company policies and their departmental procedures. IBA Technicians (Entry – Level) are supported to achieve professional qualifications with the Chartered Institute of Insurance to become Cert CII qualified. This is usually achieved via the fully supported level 3 apprenticeship route.
- Data Entry: Fully and accurately view, enter, amend, update, and submit data, on and to MS Office: Excel/Word/Outlook/SharePoint.
- Cash Available Report: Identify, update report and pay recently available credit balances identifying monies relating to a sanctioned territory in line with payment procedures.
- Claims Report: Where required, undertake regular review of report to ensure claims status and data is up-to-date, in line with departmental procedures and agreed timelines.
- IBA Account Balances Spreadsheet: Review all accounts monthly and take all necessary action.
- Reconciliation: Identify and pay recently available credit balances, reconcile trading partner’s statements of accounts, allocate cash receipts and settlements/payments against ledger transactions, identify, collect or make claim payments, create payment requisition requests from generated statement, always following agreed procedures, including sanctions, compliance and bank detail verification processes.
Requirements:
- GCSEs in English and Maths at Grade 5 or above (or equivalent).
- Commitment to studying and achieving the Cert CII (usually via the level 3 apprenticeship route) within an 18-24 month period.
- Ability to problem solve using knowledge of policies and procedures.
- Able to work under guidance rather than close supervision.
Insurance Accounts Assistant / Administrator in Cheltenham employer: Amwins Global Risks
Contact Detail:
Amwins Global Risks Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance Accounts Assistant / Administrator in Cheltenham
✨Tip Number 1
Network like a pro! Reach out to people in the insurance industry, especially those at Amwins Global Risks. A friendly chat can open doors and give you insights that a job description just can't.
✨Tip Number 2
Prepare for interviews by practising common questions related to the role. Think about how your skills match what they’re looking for, and don’t forget to show your enthusiasm for learning and growing in the field!
✨Tip Number 3
Showcase your tech skills! Since you'll be working with MS Office and data entry, brush up on those Excel tricks and be ready to demonstrate your proficiency during the interview.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining the team at Amwins Global Risks.
We think you need these skills to ace Insurance Accounts Assistant / Administrator in Cheltenham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Insurance Accounts Assistant. Highlight any relevant experience or skills that match the job description, especially your familiarity with data entry and reconciliation tasks.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're interested in the role and how your background makes you a great fit. Don’t forget to mention your commitment to studying for the Cert CII qualification!
Showcase Your Skills: Be sure to showcase your skills in MS Office, particularly Excel and Word. If you have any experience with data management or financial reporting, make it known! We love candidates who can demonstrate their technical abilities.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team!
How to prepare for a job interview at Amwins Global Risks
✨Know Your Stuff
Before the interview, make sure you understand the basics of insurance and the specific role of an IBA Technician. Familiarise yourself with common terms and processes in insurance broking, as well as the company’s values and mission. This will show that you're genuinely interested and prepared.
✨Showcase Your Skills
Highlight your proficiency in MS Office, especially Excel, as it’s crucial for data entry and reporting tasks. Be ready to discuss any relevant experience you have, even if it's from unrelated jobs. Think about how those skills can transfer to this role and be prepared to give examples.
✨Ask Smart Questions
Prepare a few thoughtful questions to ask at the end of the interview. This could be about the training process for the Cert CII qualification or how the team collaborates on projects. It shows that you’re engaged and eager to learn more about the company culture.
✨Demonstrate Your Commitment
Express your enthusiasm for the apprenticeship route and your commitment to achieving the Cert CII qualification. Talk about your willingness to learn and grow within the company, as this aligns with their focus on professional development and inclusivity.