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Customer Records Administrator/Underwriter

7 months ago

Boston Spa, United Kingdom Allied Westminster (Insurance Services) Ltd Full time

Allied Westminster, a leading UK financial services firm, specialises in Village Hall insurance. Based in Boston Spa, Yorkshire, and Stirling, Scotland, we're known for our exceptional customer service and the premier product, VillageGuard. This flagship offering has cemented us as the top choice for Village Hall insurance across the nation, with a loyalty base that matches the tenure of our most committed staff, some of whom have been with us for over two decades.

We are currently seeking a Policy Processor – Property, to join our team in Boston Spa, West Yorkshire.

Tasks

The key tasks of the Policy Processor – Property role at Allied Westminster include:

  1. Customer Communication: Engage with customers via phone, email, and postal correspondence to address their inquiries and provide clear information.
  2. Administrative Duties: Carry out administrative tasks associated with claims handling, renewals, new business, and mid-term adjustments after completing the necessary training.
  3. Liaison Activities: Communicate effectively with insurers, RICS surveyors, and loss adjustors as part of the process.
  4. Query Resolution: Efficiently and accurately handle and respond to product queries from clients.
  5. Team Collaboration: Work collaboratively within a team to ensure comprehensive support is provided to Allied Westminster's valued customers in the Village Hall insurance sector.
Requirements

The key requirements for the Policy Processor – Property role at Allied Westminster include:

  1. Experience in Property-Related Insurance: Essential background in underwriting, policy administration, or claims within the property insurance sector.
  2. Communication Skills: Strong ability to communicate confidently and clearly, both in writing and verbally, with customers and team members.
  3. Customer Service Experience: Previous office-based, customer-focused experience is crucial.
  4. IT Proficiency: Competence in using IT systems for administrative tasks.
  5. Attention to Detail: Exceptional detail orientation to ensure accuracy in all tasks.
  6. Organisational Skills: Strong organisational capabilities to manage various tasks efficiently.
  7. Customer Service Skills: A strong focus on delivering high-quality customer service.
Benefits

The key benefits of the Policy Processor – Property role at Allied Westminster include:

  1. Competitive Salary: Offering £26k-£36k, negotiable based on experience.
  2. Annual Salary Reviews and Bonuses: Regular reviews and bonus opportunities for exceeding expectations.
  3. Convenient Onsite Parking: Free and onsite parking available.
  4. Holiday Entitlement: 28 days including public/bank holidays, with additional days accrued for long-term service.
  5. Pension Scheme: Access to a company pension scheme.
  6. Professional Development: Support and training for obtaining Chartered Insurance Institute (CII) qualifications.
  7. Friendly and Professional Team: Join a dedicated team, many with over a decade of service.

Kindly submit your curriculum vitae (CV) and a covering letter via email. We eagerly anticipate reviewing your application. Should you be shortlisted, we will extend an invitation for an initial virtual meeting via Microsoft Teams or Zoom. This meeting will provide an opportunity to explore common ground with one of our Directors and a Manager.



Allied Westminster is a leading UK-based insurance company, specialising in bespoke solutions for communities and niche markets. Our premier product, "VillageGuard," stands out as the top choice for village hall insurance, offering comprehensive coverage tailored to their unique needs, including buildings, contents, public liability, and trustee indemnity insurance. Our customer-focused approach, adherence to the Financial Conduct Authority (FCA) regulations, and dedication to risk management and client education distinguish us in providing specialised insurance for village halls and community facilities.