Insurance Operations Assistant

Workforce Recruitment and Training; Cheltenham; On-site; GBP 21,000 - 26,000; Full time

Benefits offered by this job

Training

Career development

Collaborative team

Job summary

Workforce Recruitment and Training is recruiting an Insurance Operations Assistant for our client in Cheltenham. This role focuses on supporting day-to-day insurance processing, documentation and data accuracy within a collaborative, development-focused environment.

You’ll gain exposure to insurance broking, technical processing and policy administration, with training and progression possibilities as you grow in the role.

Qualifications

• Basic understanding of insurance principles, terminology or policy administration.
• Excellent attention to detail and accuracy.
• Strong organisational and communication skills.
• Confidence using Microsoft Office, particularly Excel.
• Ability to follow procedures and manage competing priorities.
• Positive, proactive attitude and willingness to learn.
• Good teamwork and problem-solving skills.

Responsibilities

• Support insurance broking and technical teams with day-to-day processing activities.
• Prepare, check and update insurance documentation.
• Enter, maintain and validate information across internal systems.
• Assist with claims, premiums and policy-related administration.
• Ensure documentation is accurate, complete and compliant with procedures.
• Manage workload and meet deadlines.
• Identify errors or discrepancies and escalate queries as required.
• Collaborate with colleagues to deliver a professional service.

Skills

Attention to detail

Organisational skills

Communication skills

Excel

Procedural adherence

Teamwork

Tools

Microsoft Office

Job description

Ready to Kick-Start Your Career in Insurance?

We're recruiting an enthusiastic and detail-focused Insurance Operations Assistant to join a highly respected, international insurance organisation based in Cheltenham. This is a fantastic opportunity for someone with a basic understanding of insurance who is looking to develop their skills, gain valuable industry experience and build a long-term career within a successful global business. Our client offers a supportive, collaborative working environment where training, professional development and career progression are genuinely encouraged.

If you're organised, enjoy working with information and have a keen eye for detail, this could be the perfect next step in your career.

What You'll Be Doing

• Supporting insurance broking and technical teams with day-to-day processing activities.
• Preparing, checking and updating insurance documentation.
• Entering, maintaining and validating information across internal systems.
• Assisting with claims, premiums and policy-related administration.
• Ensuring documentation is accurate, complete and compliant with procedures.
• Managing your workload and meeting agreed deadlines.
• Identifying errors or discrepancies and escalating queries when required.
• Working closely with colleagues to deliver an efficient, professional service.

About You

We're looking for someone who is eager to learn, takes pride in their work and wants to develop a career within the insurance industry.

You’ll ideally have:

• A basic understanding of insurance principles, terminology or policy administration.
• Excellent attention to detail and accuracy.
• Strong organisational and communication skills.
• Confidence using Microsoft Office, particularly Excel.
• The ability to follow procedures and manage competing priorities.
• A positive, proactive attitude and willingness to learn.
• Good teamwork and problem-solving skills.

Your Background Could Include

Insurance Administrator, Insurance Assistant, Junior Insurance Administrator, Insurance Operations Assistant, Broking Assistant, Policy Administrator, Underwriting Assistant, Trainee Insurance Technician or Financial Services Administrator.

What's On Offer

Opportunity to join a highly respected international insurance organisation.

• Training and ongoing professional development.
• Supportive and collaborative team environment.
• Exposure to insurance broking, technical processing and operations.
• Opportunity to develop specialist insurance knowledge and expertise.
• Long-term career development within an established global business.

Interested?

If you're looking to take your first steps in insurance or build on your existing administration experience within the industry, we'd love to hear from you. This is an excellent opportunity to develop valuable skills and establish a rewarding career within a respected organisation.