Insurance Administrator Trainee

3 weeks ago


Preston, United Kingdom Elvis Eckardt Recruitment & Sales Solutions Limited Full time

Job Title: Insurance Administrator Trainee

Industry: Insurance

Our client prides itself on providing their customers with the cover that meets their needs at the right price.

They are not a faceless broker or call centre, they have experienced members of staff to deal with their customers´ enquiries.

What You´ll Do:

  • Sending Out Renewal Declarations and proposal Forms
  • Managing Assigned Diary Entries
  • Issue policy documents and EL Certificates and up-date client records accordingly after scrutiny
  • Scrutinise all policy documents and EL Certificates and up-date client records accordingly
  • Update client records in SSP Pure accordingly and paper files if necessary
  • Invoicing clients
  • Identifying and cross-selling opportunities
  • Professionally handle incoming requests from customers and ensure that issues are resolved both promptly and thoroughly.
  • Troubleshoot customer issues over the phone.
  • Use automated information systems to analyse the customer's situation.
  • Maintain a balance between company policy and customer benefit in decision-making.
  • Handle issues in the best interest of both the customer and the company.
  • Continuously evaluate and identify opportunities to drive process improvements that positively impact the customer's experience.
  • Responsible for compiling and generating reports as they relate to customer service surveys.

What it Takes:

  • Being accurate with figures
  • Good attention to detail
  • Confident on the phone and with people
  • Good grammar
  • Able to keep the strictest confidentiality around client information
  • Hard-working and good timekeeping

Where You´ll Be: Bolton

Additional Information:

  • Minimum Wage, increase after 3 months of training
  • Company Pension
  • Hours of work are 9.00 to 5.30 Mon to Thurs and 9.00 to 5.00 on Friday
  • Half-hour Lunch
  • 20 days plus bank holidays pro rata to start

If you're ready to make a significant impact in a fast-growing company and help shape the future of insurance, we encourage you to apply and join us on this exciting journey.

Contact: Elvis Eckardt


Summary of role requirements:
  • Looking for candidates available to work:
    • Monday: Morning, Afternoon
    • Tuesday: Morning, Afternoon
    • Wednesday: Morning, Afternoon
    • Thursday: Morning, Afternoon
    • Friday: Morning, Afternoon
  • No experience required for this role
  • Working rights required for this role
  • Expected start date for role: 01 June 2024


This job was originally posted on Jora UK

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