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Wills & Protection Specialist at Haven Wills and Protection
We are a busy and friendly business in Poole who specialise in Life Insurance, Health Insurance, and Wills.
We are looking for a Personal / Executive Assistant to the Managing Director.
The job includes but is not limited to:
* Assisting the MD with diary management (mostly booking meetings with clients).
* Inbox Management
* Processing insurance applications.
* Will and Insurance administration, producing draft documents, preparing for postage.
* Managing leads.
* Liaising with clients and providers.
* Pipeline management and general sales administration.
* Management of client journey.
* Client communication.
* Some personal PA duties may be required if necessary.
* Data entry and management of data
* Answering the telephone, responding to emails, etc.
Life insurance experience is desirable, but not essential.
Essential skills
* Excellent attention to detail
* A good level of computer skills - this is highly important
* Exceptionally organised
* Excellent written and verbal communication skills
* Good time management
* Ability to work independently
* Ability to juggle a busy workload
* Flexibility to work additional hours when and if required.
* Full driving licence
Working Hours
Full Time: 40 hours per week, flexibility with times of work.
A mix of remote and onsite working.
On-site parking is provided.
Job Types: Full-time, Permanent
Pay: £30,000.00 per year
Schedule:
* 8 hour shift
* Flexitime
* Monday to Friday
Seniority level
Entry level
Employment type
Full-time
Job function
Administrative
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