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Administative Assistant

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Description

  • Under the direction of line manager and senior colleagues, determines priorities and activities to achieve business and personal goals.
  • Will input into plans , as required e.g. through team meetings or informal conversations, to ensure achievement of business goals.
  • Manages assigned projects and contribute to other projects as required.
  • Provides relevant management information to senior management.
  • Assist in the creation of broking, client and other types of documents including but not limited to general typing, production of monthly market renewal placing contracts (MRCs) and Premium / Loss summary sheets.
  • Data entry and data computation on Company systems and Excel Spreadsheets.
  • Ensure up to date records are maintained at all times on the Company systems for the department.
  • Manage and utilize Document management systems (whether paper based or electronic) on behalf of the whole department including but not limited to printing, copying, scanning, assembling, uploading and mailing.
  • Manage and utilize Archiving, Filing and other systems on behalf of the whole department (either paper based or electronic, as appropriate).
  • Keeps informed of all regulatory and legal changes which impacts on the job role.
  • Ensures up to date records are maintained at all times on the Company systems.
  • Responds appropriately to urgent issues as they arise.
  • Respond to the department's requirements as appropriate.
  • Responds to the clients(both internal and external) requirements as appropriate.
  • Behaves with all clients (both internal and external) fairly and ethically.
  • Shares information that could be beneficial to the Operating Entity/Group.

Responsibilities

  • Experience not essential, training will be given. However, preference will be given to applicants who have some experience of working in an office environment in an administrative capacity and a desire to work in insurance.
  • Basic technical knowledge of FCA regulations as they pertain to insurance intermediaries.
  • Understanding of processes and procedures within the insurance market.
  • Attention to detail with ability to produce accurate documentation and to file documents appropriately.
  • Ability to work effectively within a team.
  • Prioritisation and organisational skills.
  • Competent IT skills, including but not limited to Microsoft Word, Excel and PowerPoint.
  • Ability to communicate effectively, both verbally and in writing, with internal and external stakeholders.
  • Able to undertake and demonstrate competence in technical training, as required by the industry regulator.
  • GCSE's (or equivalent) including English essential.
  • Technically proficient in MS Office software including Word and Excel.

Hard Skills

  • Microsoft Office
  • Word processing
  • Windows operating system
  • Scheduling and business planning
  • Typing and typing speed
  • Data entry
  • Document management
  • Customer relations
  • Advanced Excel Skills (queries, pivot tables, formulas, macros)
  • Cross-functional collaboration
  • Contract management
  • Deliverable management
  • Meeting minutes
  • Advanced language knowledge
  • Advanced writing skills

Soft Skills

  • Team player
  • Time management
  • Self-motivated
  • Organized
  • Attention to detail