Excel and Office Specialist

3 weeks ago


United Kingdom First Central Services Full time

We’re First Central Insurance & Technology Group (First Central for short), an innovative, market-leading insurance company. Data drives us. It fuels our outstanding distribution, finance, technology and legal services. Our underwriting skills built on data expertise; They make us stand out, help us succeed. W ork ing in our Policy Analysis team as a Policy Review Specialist , y ou’ll be based in our Haywards Heath, West Sussex office.
So, what does the Policy Analysis team do we hear you asking? They ’ re responsible for checking policy information to make sure customers have the right cover at the right price.As a Policy Review Specialist you ’ ll be busy. On the phones and through a d min you’ll help customers through a journey to confirm a ll the ir details are right and there are no gaps .
Whether you ’ re new to the insurance world or are already experience d , you ’ ll learn everything you ever wanted to know about insurance in our comprehensive 4 - week training induction . It’s a jam- packed package: two weeks ’ classroom training and two weeks in the team, shadowing colleagues and supporting the m . We’ll give you a roadmap so you can see where you could go after starting in our Policy Review department . Increase in salary after you’ve passed probation and further development in line with our progression matrix
All the training and coaching you’ll need to be a star in your role
So, you’ll have e xcellent career progression opportunities in our fast - paced teams
Three days a week working from home once you’re trained and you’ve passed probation
Monday to Friday working , hours from 8:30am to 5pm
What a Policy Review Specialist does :
You’ll cast your eagle eye over insurance policies to check customer details are correct and make outbound calls to update and revise customers’ policy details, making any required adjustments or cancellations
You’ll investigate all cases of potential misrepresentation and non-disclosure at policy inception and claims stage through to completion received via a variety of referral sources into CFS.
You’ll investigate, through to a conclusion, policies where quote manipulation is suspected prior to the inception of the policy, putting that inner ‘Sherlock Holmes’ to use.
You’ll answer customers’ questions over the phone, by confirming details in the documents and through email to resolve any discrepancies related to misrepresentation, non-disclosure or indemnity issues.
You’ll investigate and manage any potential voidance cases referring to Policy Analysis Level 2 or Senior for sign off
Any complaints received are handled effectively and efficiently.
You’re not fazed b y computers and software, with good Microsoft Excel and Word knowledge
You’re eager to learn and develop through continuous training
We’re happy to discuss flexible working during the recruitment process.
As part of our Women in Finance Charter pledge, we've committed to having 30% of women in leadership roles by the end of 2023.
Simply Health Cash plan. Reclaim the cost of your eye tests, dental, physiotherapy and more
Flexible Bank Holidays
Eight flexible bank holidays; Electric Car Scheme
Plug into our Electric Car Scheme for a deal with insurance, road tax and servicing
Flexible Working
We’re flexible; most roles let you mix office and home working.



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