Managing Team members
Checking Third Party databases and accurately recording results
Preparation and production of client records
Data entry quote preparation
Preparation, production and delivery of policy renewal invitations
Distribution of policy administration system-based post and emails
Data inputting associated with core business functions
Processing of appropriate policy record transactions in line with authority levels
Production of management information reports and creating outputs for the business
General office duties and other duties as assigned
To ensure confidentiality in respect of information received and handled
To support all colleagues as required
To contribute positively and proactively to business development
To maintain personal CPD records and proactively undertake relevant attainment and maintenance
Undertake any training identified as being necessary for the position
Managing Team members
Checking Third Party databases and accurately recording results
Preparation and production of client records
Data entry quote preparation
Preparation, production and delivery of policy renewal invitations
Distribution of policy administration system-based post and emails
Data inputting associated with core business functions
Processing of appropriate policy record transactions in line with authority levels
Production of management information reports and creating outputs for the business
General office duties and other duties as assigned
To ensure confidentiality in respect of information received and handled
To support all colleagues as required
To contribute positively and proactively to business development
To maintain personal CPD records and proactively undertake relevant attainment and maintenance
Undertake any training identified as being necessary for the position