We are an independent Insurance Broker who arranges and administers insurance policies for businesses (primarily) and individuals. We have access to most of the UK Insurance market and look after customers all over the UK. The successful candidate would be based in our small but busy offices in Banstead, Surrey.
Responsibilities
- Deal with incoming and outgoing post
- Handle inbound and outbound telephone calls
- Communicate with clients and insurance companies
- Data entry onto our bespoke systems for the purposes of insurance quotations
- Scanning
- Assist colleagues with their workloads, skilled in the use of multiple IT packages and systems relevant to the organisation in order to: write letters or emails, create proposals, perform financial processes, record and analyse data. Examples include MS Office or equivalent packages. Able to choose the most appropriate IT solution to suit the business problem. Able to update and review databases, record information and produce data analysis where required.
- Produce accurate records and documents including: emails, letters, files, payments, reports and proposals. Make recommendations for improvements and present solutions to management. Draft correspondence, write reports and be able to review others\' work. Maintain records and files, handle confidential information in compliance with the organisation\'s procedures. Coach others in the processes required to complete these tasks.
- Exercise proactivity and good judgement. Make effective decisions based on sound reasoning and be able to deal with challenges in a mature way. Seek advice of more experienced team members when appropriate.
- Build and maintain positive relationships within their own team and across the organisation. Demonstrate ability to influence and challenge appropriately. Become a role model to peers and team members, developing coaching skills as they gain area knowledge.
- Demonstrate good communication skills, whether face-to-face, on the telephone, in writing or on digital platforms. Use the most appropriate channels to communicate effectively. Demonstrate agility and confidence in communications, carrying authority appropriately. Understand and apply social media solutions appropriately. Answer questions from inside and outside the organisation, representing the organisation or department.
- Complete tasks to a high standard. Demonstrate the necessary level of expertise required to complete tasks and apply themselves to continuously improve their work. Be able to review processes autonomously and make suggestions for improvements. Share administrative best‑practice across the organisation e.g. coach others to perform tasks correctly. Apply problem‑solving skills to resolve challenging or complex complaints and be a key point of contact for addressing issues.
- Take responsibility for initiating and completing tasks, manage priorities and time in order to successfully meet deadlines. Positively manage the expectations of colleagues at all levels and set a positive example for others in the workplace. Make suggestions for improvements to working practice, showing understanding of implications beyond the immediate environment (e.g. impact on clients, suppliers, other parts of the organisation). Manage resources e.g. equipment or facilities. Organise meetings and events, take minutes during meetings and create action logs as appropriate. Take responsibility for logistics e.g. travel and accommodation.
- Use relevant project management principles and tools to scope, plan, monitor and report. Plan required resources to successfully deliver projects. Undertake and lead projects as and when required.
Qualifications
Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.
- GCSE English (grade 4)
- GCSE Maths (grade 4)
- Communication skills
- IT skills
- Attention to detail
- Administrative skills
- Team working
- Initiative
