Healthy Investment
Policy Administrator
Healthy Investment is looking to recruit a Policy Administrator, based at their offices in Bury, Greater Manchester.
The role includes dealing directly with members and financial advisers by telephone, email, webchat, and post. A high level of verbal and written communication skills are required for this fast-moving and enjoyable role.
You will be dealing with incoming post, updating members' records on our CRM system, processing new policies, and addressing a wide range of policy administration issues.
As part of processing a member’s withdrawal, you’ll calculate the value of their investment using either our policy administration system or in Excel.
You’ll support the efficient running of the office by organizing post, scanning documents, and maintaining a tidy and safe working environment.
The right candidate will have the opportunity to get involved in supporting our sales team through the administration of bulk emails, the creation of marketing literature, and updates to our website.
Minimum Requirements:
1. A minimum of 5 GCSEs at level 4 or above, including Maths and English (higher level qualifications preferred).
2. A working knowledge of Microsoft applications including Excel.
3. Strong ability to engage with members and answer their questions.
4. Previous financial services experience preferred but not essential.
Job Types: Full-time, Permanent
Pay: £22,900.00 per year
Benefits:
* Company pension
* Free parking
* Life insurance
* On-site parking
Schedule:
* Monday to Friday
Work Location: In person
#J-18808-Ljbffr