T&R Direct Ltd has been an established insurance brokers for approaching 30 years, currently based at Tower Park near Poole.
We arrange a wide range of insurance contracts across both personal and commercial classes of business.
A new vacancy has opened for an Insurance Administrator to join our team.
You will be responsible for assisting in the administration of client’s policies: generating policy documentation, emailing documentation to clients, chasing insurers via email or telephone,
inputting policy details into our broking software and insurer’s quotation systems as well as preparing and requoting renewals.
Accuracy and precision is of the upmost importance.
Applicants will ideally have previous knowledge in using Windows computers in a work environment e.g. attaching documents to emails from multiple folders and network locations, saving documentation from word / broking software to multiple network locations etc.

Key Responsibilities:

• Maintain database records and reports
• Liaise with clients and insurers via telephone and email
• Perform general administrative duties
• Keep on top of a diary chasing updates and progress from insurers, clients and third parties

Requirements:

• Experience with Microsoft Office
• Excellent telephone manner
• Understanding of great customer service
• Proactive, calm and reliable nature
• Ability to work on your own initiative as part of a team
• Must have clean financial record, including and not limited to, any outstanding debts such as Bankruptcies, Insolvencies, CCJ’s, & IVA’s, without written explanation.
• Desire to work in an office-based company

Job Types: Full-time, Or Part-time (Permanent)
Pay: £23,000 to £27,000 per year

Schedule:

• 7.5 hour shift
• Monday to Friday

Education:

• GCSE or equivalent (preferred)

Work Location: In person at our office
Job Type: Full-time
Pay: £23,000.00-£27,000.00 per year

Benefits:

• Company events
• Company pension
• Free parking
• On-site parking

Work Location: In perso

• Maintain database records and reports
• Liaise with clients and insurers via telephone and email
• Perform general administrative duties
• Keep on top of a diary chasing updates and progress from insurers, clients and third partie