Job Description
- As a Admin Apprenticeship your duties will include:
- Competently undertake and complete general office administration including, but not limited to,
- company and team post,photocopying, filtering phone calls, filing and scanning.
- Deal with enquiries by telephone, email and in person from clients, colleagues, insurers and third parties as required.
- Ensure client files are kept accurate and up to date, using established processes and ensuring Auto Processes are created, checked and sent to clients on a daily basis
- To work in line with established administration processes to ensure all documentation are accurately produced and distributed to clients.
- To ensure general accounting functions for clients are completed in a timely manner, to include accurate record keeping, ensuring credit control processes are adhered to and back office z readings are completed and filed daily.
- Complete daily processing of cheques, monies and credit card payments in line with FCA guidelines
- To navigate and effectively maintain manual and IT systems for processing, accounting and administrative purposes, making recommendations for development and improvements where applicable.
- Accurately document all instructions and conversations with clients on manual and IT based systems, with specific emphasis on the latter, ensuring client files are kept up to date.
- Ensure that all Mid Term adjustments are actioned appropriately in a timely manner.
- To ensure the team maintain NTU levels below 10 in any one month period.
- To accurately process finance over riders.To ensure the timely payment of commissions by third parties.
Personal Qualities :
The ideal candidate will be:
- Confident and motivated, you will be able to inform and assist our customers on their policies.
- Ready to learn and pursue a career within insurance.
- Able to take on new tasks and complete them to high standards.
Skills Required :
Training will be provided.
Future Prospects : Upon the successful completion of the level 2, you may be offered a opportunity to do a level 3 apprenticeship.
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