Insurance Operations Technician — Growth & Development

Workforce Recruitment and Training; Cheltenham; On-site; GBP 27,000 - 29,000; Full time

Job summary

Workforce Recruitment and Training is recruiting three Insurance Technician roles in Cheltenham. The positions involve processing insurance transactions, preparing and reviewing documentation, and supporting broking and technical teams.

You will ensure accuracy, meet regulatory standards, and work within a collaborative, development-focused environment. The ideal candidate has experience in insurance operations or policy administration, excellent attention to detail, and a proactive, independent

Qualifications

• Experience in an insurance technician role.
• Sound understanding of the policy lifecycle.
• Knowledge of broking, claims, premiums or delegated authority processes.
• Excellent attention to detail and high accuracy.
• Strong organisational skills with ability to manage competing priorities.
• Confident using Microsoft Excel and relevant insurance systems.

Responsibilities

• Process a range of insurance transactions, including more complex technical work.
• Prepare and review insurance documentation to ensure accuracy and compliance.
• Support broking and technical teams with day-to-day insurance processing requirements.
• Manage and prioritise your workload to meet deadlines and service standards.
• Identify and resolve technical queries, escalating complex issues where needed.
• Carry out quality control checks on documentation and work completed by colleagues.
• Support and guide less experienced team members.
• Ensure all work complies with FCA regulations, internal procedures and audit requirements.
• Build effective working relationships with colleagues and wider internal teams.
• Contribute to improvements in processes, accuracy and service delivery.

Skills

Insurance operations

Broking support

Technical processing

Policy administration

Attention to detail

Excel

Communication

Relationship building

Education

CII qualifications or equivalent

Tools

Microsoft Excel

Insurance systems

Job description

Workforce Recruitment and Training is recruiting three Insurance Technician roles in Cheltenham. The positions involve processing insurance transactions, preparing and reviewing documentation, and supporting broking and technical teams.

You will ensure accuracy, meet regulatory standards, and work within a collaborative, development-focused environment. The ideal candidate has experience in insurance operations or policy administration, excellent attention to detail, and a proactive, independent