Insurance Assistant - Distribution

Travelers; Redhill; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading insurance company in Redhill is seeking an Insurance Assistant - Distribution to provide administrative support across departments. You'll manage broker applications for agency accounts and maintain accurate records. Ideal candidates are proactive, organized, and confident communicators, with a background in administration preferred. This role offers hybrid work arrangements and a comprehensive benefits package.

Benefits

Private Medical Insurance

Retirement Plan

Holiday Entitlement

Wellness Programme

Volunteer Encouragement

Qualifications

• Deliver a great experience in every customer contact.
• Connect with internal partners to find creative solutions.
• Maintain highly confidential information.

Responsibilities

• Review broker applications for agency accounts.
• Liaise with departments involved in the agency process.
• Manage the application process for brokers.

Skills

Prior experience as an administrator

Basic numeracy

Accurate touch typing skills

Intermediate software skills (Word, Excel, PowerPoint)

Basic judgement and problem solving

Education

High School education or equivalent

Tools

Salesforce

REG Networks

Job description

Overview

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.

Job Category Sales Target Openings 1 What Is the Opportunity? We are recruiting for a Insurance Assistant - Distribution to join our team in Redhill. In this key role, you’ll provide essential administrative and secretarial support to senior managers and departments across Travelers Europe. You\'ll be responsible for managing the application process for brokers seeking to establish agency accounts with our UK and Ireland entities, ensuring a seamless and professional experience. You’ll also take ownership of maintaining the agency landscape across all Travelers Europe entities (TICL, TIDAC, TSM, TUAL), making sure that all records are accurate and up to date. We’re looking for someone who is proactive, highly organised, and a confident communicator—both written and verbal. This is a great opportunity to play a valued role in a collaborative team, contribute to impactful work, and grow your career. Travelers Europe currently offers flexibility to employees who wish to work on a hybrid basis in accordance with our Hybrid Work Arrangements Policy. This entails full time employees working three days a week in the office and two days at home (or pro rata for part-time employees). This policy may be changed at the Company’s discretion.

What Will You Do?

• Review broker applications for an agency account (including use of an external tech platform run by the REG Network to carry out due diligence and obtain credit scores for brokers in the UK and Ireland)

• Liaise with other departments involved in the agency process including Distribution, Underwriting, Finance, Credit Control and Legal

• Communicate with the broker at various stages of the application process

• Issuing and managing Terms of Business Agreements (TOBAs) and set up an agency account on the appropriate internal systems.

• Monitor brokers that hold an agency account with Travelers Europe (including responding to REG Network Alerts on matters such as a change of credit score, change of directors etc).

• Maintain broker records on the appropriate internal systems including Salesforce

• Prepare quarterly reports, as required by the Finance Committee.

• Manage the process for terminating an agency account.

• Work alongside other departments involved in the agency process including Distribution, Underwriting, Finance, Credit Control and Legal.

• Prepares correspondence, reports, presentations, spreadsheets.

• May receive, screen and direct incoming calls, visitors, mail and email.

• Maintain files, records, calendars and diaries.

• Use specialist agency management software such as REG Networks and associated tools

• May prepare and submit expense accounts and other type expenses.

• Contribute to the development and implementation of administrative standards, policies and practices for the organisation.

To be successful, you will need to consistently deliver a great experience in every customer contact; connect with the right partners internally to find creative solutions to problems; be a role model; and consistently deliver on your commitments.

What Will Our Ideal Candidate Have?

• Prior experience as an administrator.
• High School education or equivalent preferred .
• General knowledge of administrative support, preferably within Financial Services.
• Working Knowledge: Sufficient familiarity with the subject to know the basic principles and terminology and to understand and solve simple problems.
• General Knowledge: Sufficient knowledge of a field to perform most work in normal situations. The work calls for comprehension of standard situations and includes knowledge of most of the significant aspects of the subject.
• Intermediate tact, discretion and courtesy.
• Intermediate skill level required for software applications (Word, Excel, PowerPoint).
• Intermediate conflict resolution skills preferred via phone and occasionally in person.
• Basic understanding of change management concepts.
• Advanced ability to maintain highly confidential information including business plans, legal actions, etc.
• Able to apply experience, skills, and knowledge to procedures, processes, and techniques to the more complex situations of the job.

What is a Must Have?

• Basic numeracy required.
• Accurate touch typing skills required.
• Basic judgement and problem solving required.

What Is in It for You?

• Private Medical Insurance: On commencement of employment, you are eligible for single cover provided by Travelers, with the option to add cover for your dependents, at your expense through payroll deduction.
• Retirement: Travelers will make a core contribution of a percentage of salary to your Pension Plan. Additionally, if you decide to contribute to the plan, you will receive an increased company contribution.
• Holiday Entitlement: Start your career at Travelers with a minimum of 25 days holiday entitlement annually, plus the opportunity to purchase additional days to allow for up to a total of 35 holidays per year.
• Wellness Programme: The Travelers wellness programme is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health programme provides access to free professional counseling services and other resources that support your daily life needs.
• Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards programme that enables you to give back to the charity of your choice.

Employment Practices

Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.

Travelers reserves the right to fill this position at a level above or below the level included in this posting.

To learn more about our comprehensive benefit programs please visit the life-at-travelers benefits page.