ROLE PROFILE:
Administrator/Administrative Assistant
ROLE PURPOSE:
The jobholder will provide administration support to a nominated team. They will carry out a range of administrative duties to support the work of their team and will ensure that their activities are completed in accordance with the relevant Company and/or Group policies.
KEY ACCOUNTABILITIES:
Planning/Reporting :
- 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 eg 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
Technical:
- 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
Policy, Process and Procedures:
- Interprets instructions and issues arising, and then implement actions according to policies and procedures
Environment, Customer Focus and Relationships:
- 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
People Management/Personal Development:
- The job holder has no direct reports
- Actively undertakes personal development to ensure up to date knowledge and understanding of best practice
- Remains aware of external, industry, legal and regulatory developments etc to ensure practice and outputs are of a sufficiently high standard
- Keeps informed of all legal and regulatory developments relevant to the Operating Entity/Group
Regulatory and Compliance:
The Board of each Operating Entity requires the highest standards of corporate governance, operational excellence and financial reporting throughout the Group from all its employees. Specific responsibilities are listed below.
- Ensures compliance of self and direct reports (if any) with all applicable legal, fiscal and regulatory obligations in the form of policies and procedures
- Ensures correct authorisation is obtained and processes followed when required by the Operating Entity and/or Group
- Ensures performance, HR and T&C records are up to date and meet the Operating Entity and/or Group's requirements (which will include those of direct reports if any)
- Maintains accurate records and deals with correspondence appropriately
- Operates in an honest, professional and ethical manner
- Strictly adheres to the Group Employee Code of Conduct
- Completes all relevant regulatory training
- Ensures competence of self and direct reports (if any)
PERSON SPECIFICATION:
Knowledge/Experience
- 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
Skills/Behaviours
- 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
- Self-motivated
- 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
Qualifications
- GCSE's (or equivalent) including English essential
- Technically proficient in MS Office software including Word and Excel