Insurance & Accounts Administrator

Greenfield Insurance Services Ltd; United Kingdom; Remote; GBP 26,000 - 32,000; Full time

Benefits offered by this job

Training provided

Career development

Friendly team

Job summary

Greenfield Insurance Services Ltd is seeking an Insurance & Accounts Administrator for a full-time, office-based role in Segensworth. Location: 25 Barnes Wallis Road, PO15 5TT. Salary £26,000–£32,000 depending on experience.

You will support both insurance administration and accounts functions while liaising with brokers, insurers, clients and finance partners. The role combines insurance administration, accounts support and general office duties, with training provided and opportunities for

Qualifications

• Previous administration experience is essential.
• Accounts or bookkeeping experience would be advantageous.
• Strong organisational skills with excellent attention to detail.
• Confident communication skills, both written and verbal.
• Comfortable working with numbers and financial information.
• Proficient in Microsoft Office applications, particularly Word and Excel.
• Able to prioritise workload and work effectively in a busy office environment.
• Capable of working independently and as part of a team.
• Insurance experience would be beneficial but is not essential, as training will be provided for the right candidate.

Responsibilities

• Insurance Administration: Provide administrative support to the Commercial Broking team and Directors, assist policy administration and processing, liaise with insurers, clients and stakeholders, produce and maintain compliance reports, conduct file audits, manage incoming calls, and support general office duties.
• Accounts Administration: Bank client money, chase outstanding invoices, assist with client account reconciliations, produce reports, process client refunds, liaise with insurers and finance providers, and support the accounts function.

Skills

Administration experience

Accounts/bookkeeping experience

Microsoft Office (Word & Excel)

Organisational skills

Attention to detail

Communication skills

Numerical proficiency

Independent working

Teamwork

Insurance industry knowledge

Tools

Microsoft Word

Microsoft Excel

Job description

Insurance & Accounts Administrator (Full-Time)

Location: 25 Barnes Wallis Road, Segensworth, PO15 5TT
Hours: Full-Time, Monday to Friday, 9-5pm (office-based)
Salary: £26,000 – £32,000 dependent on experience

We are a growing insurance brokerage based in Segensworth and are looking for a reliable, organised, and proactive Insurance & Accounts Administrator to join our team.

This is a varied and rewarding office-based role that combines insurance administration, accounts support, and general office duties. Working closely with our Commercial Brokers, Directors, insurers, clients, and finance partners, you will play a key role in supporting the day-to-day operations of the business and helping us deliver excellent service.

Key Responsibilities

Insurance Administration

• Providing administrative support to the Commercial Broking team and Directors
• Assisting the sales team with policy administration and processing
• Liaising with insurers, clients, and other stakeholders
• Producing and maintaining insurance compliance reports
• Conducting file audits and ensuring records are accurate and up to date
• Managing and distributing incoming telephone calls
• Supporting general office administration duties as required

Accounts Administration

• Banking and allocating client money
• Chasing outstanding invoices and payments
• Assisting with client account reconciliations
• Producing reports and account information
• Processing client refunds
• Liaising with insurers, networks, and finance providers
• Providing administrative support to the accounts function

About You

• Previous administration experience is essential
• Accounts or bookkeeping experience would be advantageous
• Strong organisational skills with excellent attention to detail
• Confident communication skills, both written and verbal
• Comfortable working with numbers and financial information
• Proficient in Microsoft Office applications, particularly Word and Excel
• Able to prioritise workload and work effectively in a busy office environment
• Capable of working independently and as part of a team
• Insurance experience would be beneficial but is not essential, as training will be provided for the right candidate

What We Offer

• A supportive and friendly working environment
• Full training and development opportunities within the insurance industry
• A varied role with exposure to both insurance and accounts functions
• Competitive salary based on experience
• Long-term career development within a growing business