Trainee Insurance Account Handler

Trainee Insurance Account Handler
Position Overview:
As a Trainee Insurance Account Handler, you will support the insurance team by performing administrative duties, handling phone communications, including some cold calling, data entry, document management, and utilising software such as Word, Excel, and CRM systems. This role requires attention to detail, effective communication skills, and the ability to manage multiple tasks efficiently.
Key Responsibilities:
Administrative Support:
Assist in administrative tasks such as filing, scanning, and photocopying documents.
Handle incoming and outgoing correspondence and emails.
Phone Communication:
* Manage incoming phone calls and direct them appropriately.
* Conduct some cold calling activities as required.
Data Input and Management:
* Input and update client information accurately into databases or CRM systems.
* Ensure data integrity and confidentiality.
Documentation Management:
* Organise and maintain insurance documents and records.
* Prepare paperwork for client policies and claims.
Software Skills:
* Utilise Microsoft Word and Excel proficiently for various tasks such as report generation and data analysis.
* Familiarity with CRM (Customer Relationship Management) systems for client management.
Compliance and Regulatory Awareness:
* Adhere to industry regulations and company policies.
* Maintain records in compliance with legal requirements.
Calendar Management:
* Assist in scheduling appointments and meetings.
* Coordinate calendars for team members.
Work Hours and Benefits:
WorkING HOURS:
* Monday to Thursday: 09:00 AM - 05:00 PM
* Friday: 09:00 AM - 04:30 PM
Salary:
* Initial salary at minimum wage, with a review after 3 months.
Benefits:
* Death in Service Benefit (4 times annual salary).
* Pension scheme.
* 25 days of paid annual leave plus 8 bank holidays.
* Annual race days (special event days off).
* Eligibility for team performance bonuses based on targets and objectives.
Qualifications and Skills:
* Strong organisational skills with attention to detail.
* Good communication skills (verbal and written).
* Proficient in Microsoft Office applications (Word, Excel).
* Ability to learn and adapt to new systems and procedures.
* Basic understanding of insurance principles (preferred but not required).
* Ability to work effectively in a team environment.
This role offers a great opportunity for someone looking to start a career in insurance, providing valuable experience and exposure to various aspects of insurance account handling and administration. The successful candidate will receive training and ongoing support to develop their skills within the insurance industry