New Business Administrator

7 months ago


Southampton, United Kingdom Investing in Women Full time

Join their team where you will support the onboarding of the new business introduced from their fast-paced sales avenues.

Reporting to the Operations Manager, the role requires a high level of accuracy, being methodical and organised with excellent attention to detail. There will be interaction with external parties including customers, brokers, as well as with internal departments.

**Responsibilities**
- Attend to new business enquiries, ensuring internal and external stakeholders are aware of the progress of their proposals.
- Manage the administrative life cycle of opportunities, from proposal through to completion and pay-out; communicate any requests for conditions or missing items for pay-out in a timely manner to the relevant party.
- Undertake FCA and DPA checks to ensure compliance procedures are met.
- Undertake credit checks and packaging opportunities for consideration by the Credit team.
- Accurately generate documentation to ensure a smooth pay-out.
- Undertake telephone delivery checks with customers and suppliers in line with departmental procedures.
- Collate information and update in-house systems, utilising all appropriate authorised IT services.
- Ensure that agreements are uploaded accurately to the Administration system to pass on correct information to the Customer Services Team.
- Ensure all payments/commissions have been documented, received, and paid where relevant.

**They would love to hear from you if**:

- You are customer service-focused with effective communication skills, both written and verbal.
- You have a practical problem-solving mindset.
- You're able to multitask and adapt working styles when required.
- You have exceptional interpersonal skills.

**It's not essential, but it would be great if**:

- You have previous experience in a Customer Service and/or Business Administration role.
- You have prior experience in Financial Services.

They are an inclusive organisation and committed to ensuring their recruitment process is as accessible as possible to everyone. They will make adjustments for people who have a disability or long-term condition.

**Job Type**: Permanent

Schedule:

- Flexitime

Work Location: In person



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