Insurance & Accounts Administrator

Insurance & Accounts Administrator (Full-Time)

Location: 25 Barnes Wallis Road, Segensworth, PO15 5TT
Hours: Full-Time, Monday to Friday, 9-5pm (office-based)
Salary: £26,000 – £32,000 dependent on experience

We are a growing insurance brokerage based in Segensworth and are looking for a reliable, organised, and proactive Insurance & Accounts Administrator to join our team.

This is a varied and rewarding office-based role that combines insurance administration, accounts support, and general office duties. Working closely with our Commercial Brokers, Directors, insurers, clients, and finance partners, you will play a key role in supporting the day-to-day operations of the business and helping us deliver excellent service.

Key Responsibilities

Insurance Administration

• Providing administrative support to the Commercial Broking team and Directors
• Assisting the sales team with policy administration and processing
• Liaising with insurers, clients, and other stakeholders
• Producing and maintaining insurance compliance reports
• Conducting file audits and ensuring records are accurate and up to date
• Managing and distributing incoming telephone calls
• Supporting general office administration duties as required

Accounts Administration

• Banking and allocating client money
• Chasing outstanding invoices and payments
• Assisting with client account reconciliations
• Producing reports and account information
• Processing client refunds
• Liaising with insurers, networks, and finance providers
• Providing administrative support to the accounts function

About You

• Previous administration experience is essential
• Accounts or bookkeeping experience would be advantageous
• Strong organisational skills with excellent attention to detail
• Confident communication skills, both written and verbal
• Comfortable working with numbers and financial information
• Proficient in Microsoft Office applications, particularly Word and Excel
• Able to prioritise workload and work effectively in a busy office environment
• Capable of working independently and as part of a team
• Insurance experience would be beneficial but is not essential, as training will be provided for the right candidate

What We Offer

• A supportive and friendly working environment
• Full training and development opportunities within the insurance industry
• A varied role with exposure to both insurance and accounts functions
• Competitive salary based on experience
• Long-term career development within a growing business