Policy Administrator

3 months ago


Bury, United Kingdom Healthy Investment Full time

**Healthy Investment**

**Policy Administrator**

Healthy Investment are looking to recruit a Policy Administrator, based at their offices in Bury, Greater Manchester.

You will be dealing with incoming post, updating member’s records on our CRM system, processing new policies and a wide range of policy administration issues.

As part of processing a member’s withdrawal you’ll calculate the value of their investment using either our policy administration system or in excel.

You’ll support the efficient running of the office, organising post, scanning documents and maintaining a tidy and safe working environment.

A minimum of 5 GSCEs at level 4 or above, including Maths and English are essential. Higher level qualifications preferred.

Most of all, it’s the ability to engage with members and answer their questions that are needed.

Previous financial services experience preferred but not essential.

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

Pay: £21,840.00 per year

**Benefits**:

- Company pension
- Free parking
- Life insurance
- On-site parking

Schedule:

- Monday to Friday

**Education**:

- GCSE or equivalent (preferred)

**Experience**:

- Customer service: 2 years (required)
- Administrative experience: 2 years (required)

Work Location: In person



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