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Financial Administrator

3 months ago

Bedfordshire, United Kingdom Spencer Bull Recruitment Limited Full time

This is a fabulous part-time role, working 3 days per week (mostly remotely) for an independent Hertfordshire-based niche insurance basis. 

The role is a varied admin position, the most important requirement is a self-starter who is team orientated and flexible. Working alongside another Financial Administrator, duties would include the following:

 

  • Preparing quotes (including renewals) for employee benefits – Private Medical Insurance, Death In Service etc, under direction
  • Preparing quotes for business protection
  • Requesting compliance documents from clients
  • Setting up and maintaining Teams folders for new clients, plus renewals, to include filing of documents received
  • Drafting suitability reports and sending out client packs
  • Running Smart Search checks
  • Input Data to portal
  • Input medical requirements to portal, and collate results
  • Send medical data to insurers for pre-underwriting and collate terms provided
  • Maintain client records for employee benefits, and additions/deletions as requested
  • Update ‘master’ spreadsheet
  • Answer phone calls

The role will suit someone with 3-5 years financial administrative experience who is seeking a part time role, or possibly a "return to work" position.