Administrative Assistant

Role Definition

Perform general administrative duties and provide support to the Underwriting team.

Key Responsibilities / Accountabilities

• Policy issuance, endorsements, correction of policy details, cancellation, debt chasing for the online platform and supporting the admin team with these functions for the internal underwriting system
• Assist external users with registration (including compliance checks), use of the external facing platform and general account management.
• Support the team on a day-to-day basis with organisation and management of the online mailbox, moving emails to the right mailbox where required.
• Support Head of Online with User Acceptance Testing of changes and fixes to the internal system and external facing platform.
• Raising tickets with the support team where issues are found and ensuring timely resolution.
• Liaise with finance and underwriters to solve accounting queries in a quick and efficient manner.
• Produce reports on an ad hoc basis for the data team.
• Assist in underwriters administration i.e. filing of correspondence, slips, proposal forms, etc
• General administrative duties including e-mail, answering the phone, taking messages, etc
• Coordinating between departments and operating units in resolving day-to-day administrative and operational problems.
• Scheduling and coordinating meetings, interviews, events and other similar activities where required.
• Preparing business correspondence (often using word processing, spreadsheet, and presentation computer software).
• Completeness of client folders.
• Minimal errors in respect of data entry and policy issuance.
• Maintain spreadsheets and client folders.

Skills and abilities needed to perform role

• Ability to work proactively, quickly and efficiently with a drive to provide excellent service internally and externally.
• A high level of numeracy and literacy.
• All round awareness of those aspects of the insurance industry that have a direct bearing on key responsibilities and accountabilities.
• Strong interpersonal and communication skills.
• Competent IT skills, including but not limited to Microsoft Word, Excel (Intermediate) and PowerPoint.
• Strong organisational and prioritisation skills with good planning/time management skills to achieve tight deadlines/targets.
• Methodical, accurate and strong attention to detail.

Knowledge and Experience

• Basic technical knowledge of the detail of FCA regulations as they pertain to insurance intermediaries.
• Insurance background preferred but not required.

Compliance & Regulatory Responsibilities

• To remain compliant with FCA requirements at all times.
• To obtain appropriate approvals to ensure compliance with company policy, procedures and regulatory requirements/rules, with regards to data protection, money laundering etc.
• To share ideas, best practice and other information within the team.
• Ensure that own performance, HR and T&C records are up to date and meet the Company’s requirements.
• Maintain accurate records and deal with correspondence appropriately.

Professional Qualifications

• GCSE Maths and English (A*- C).
• A-levels preferred but not essential

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