As the primary point of contact predominately over email and website portals, you'll be part of a small, friendly team who value the administrative support they can provide to their key client networks, as well as wider business.
You'll be fully trained in all their department activities, which are split into 4 key areas, with focus on meeting deadlines and exceeding customer and client expectations.
Overall, they require someone who thrives in an administrative led position - it'll call upon your strong eye for detail, accuracy in data and numerical entry, confidence when checking for errors before final submissions back to clients.
You'll be liaising with other departments across the business, including customer services, payments and accounts.
Key areas will include:
Manage and prepare documentation for financial checks
Maintaining credit documentation for clients
Complete, provide and send all relevant financial documentation and agreements
Providing support to field based colleagues
Provide finance quotations
Loading proposals onto the systemIdeally you already have:
Experience working within a Financial or Insurance environment
Ability to work under pressure within a team as well as on your own initiative
A confident communicator across multiple platforms
Great attention to detail
Microsoft packages including Excel
Refer a friend and earn up to £500!
Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion.
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Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer