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Administration Assistant

4 months ago

Leeds, United Kingdom Clear Planning Limited Full time

**Insurance Customer Service & Administration Assistant**

**Basic Salary plus benefits**

**We currently have a vacancy in our office in Leeds, for a Customer Service & Administration Assistant.**
- Meticulous attention to detail
- Outstanding telephone manner
- High level of organisation
- Ability to work in a high paced environment
- 2-3 years’ experience within a Customer Service or Administration role
- Experience within the life insurance and/or financial services industry
- Ability to work to targets

The Admin Departments core hours are 9:30am-6:30pm Monday-Friday, with some flexibility required depending upon demand from families.

Roles and responsibilities:

- Confirming clients are set up on the system correctly and sent correct information regarding their policy.
- Ensuring all systems are up to date and on correct statuses.
- Managing underwriting cases with clients and insurance providers in a timely manner.

In return you will receive full and ongoing insurance training, maintained by our management team and our panel of insurance providers, pension scheme, and the opportunity to be part of an organisation that rewards team members for not only performance but for also living and breathing our all-important company values.

Come and be part of something special. We are an insurance broker specialising in the sale of Protection, Equity Release and later life planning. We invite you to be part of a growing workforce that cares about what we do.

If you feel you are right for this new opportunity, please respond with your name and number and a preferred time for us to call and we will be in touch to arrange an interview.

**Job Types**: Full-time, Permanent

**Salary**: £18,000.00 per year

**Benefits**:

- Company pension
- Employee discount
- Life insurance
- Referral programme

Schedule:

- 10 hour shift
- Monday to Friday

Ability to commute/relocate:

- Leeds: reliably commute or plan to relocate before starting work (required)

Work Location: One location

Application deadline: 28/02/2023
Expected start date: 01/03/2023