Policy Operations Specialist: Broker Support (Hybrid/Remote)

GerrardWhite; Whitstable; Hybrid; GBP 22,000 - 28,000; Full time

Job summary

GerrardWhite seeks a Policy Operations Assistant to provide essential admin support to the Policy Operations team and ensure smooth policy activities. You will deliver excellent service to insurance brokers via phone and email, helping them service mutual clients.

You will assist with data entry, maintain policy records, and collaborate across departments to improve processes and communications. The role supports brokers in selling or maintaining policies, contributing to business success.

Qualifications

• Experience in general insurance, particularly motor and home underwriting.
• High attention to detail with excellent administrative and organisational skills.
• Ability to prioritise tasks and meet deadlines independently and as part of a team.
• Excellent written, verbal, and telephone communication skills.
• Proficient in Microsoft Office, particularly MS Word, Excel and Teams.

Responsibilities

• Deliver excellent service to insurance brokers via phone and email, resolving queries and supporting customer outcomes.
• Process policy transactions and broker requests within authority levels, escalating where required.
• Maintain data protection, confidentiality, quality, and productivity standards.
• Support a multi-skilled team by sharing knowledge and reducing key person dependency.
• Build strong relationships with internal stakeholders and external partners.
• Identify and escalation process inefficiencies and business risks.
• Deliver against individual objectives, KPIs, and SLAs.
• Comply with all company policies, regulatory requirements, and Consumer Duty obligations.

Skills

Attention to detail

Administrative skills

Communication skills

MS Office proficiency

Tools

MS Word

Excel

Teams

Job description

GerrardWhite seeks a Policy Operations Assistant to provide essential admin support to the Policy Operations team and ensure smooth policy activities. You will deliver excellent service to insurance brokers via phone and email, helping them service mutual clients.

You will assist with data entry, maintain policy records, and collaborate across departments to improve processes and communications. The role supports brokers in selling or maintaining policies, contributing to business success.