Protection & Insurance Administrator - Reigate

Artemis Recruitment Consultants Ltd; Reigate; Hybrid; GBP 23,000 - 26,000; Full time

Job summary

An established industry player seeks a skilled Protection & Insurance Administrator to join their Reigate team. In this dynamic role, you'll provide essential administrative support to Protection Advisers, ensuring seamless client interactions and maintaining compliance with industry regulations. Your responsibilities will include writing professional suitability letters, managing client documentation, and liaising with insurance companies. This position offers a hybrid working model, allowing you to balance your time between the office and home. If you possess excellent communication skills and a keen eye for detail, this is an exciting opportunity to make a significant impact in the insurance sector.

Qualifications

• Experience in a similar support role in financial services or protection sector.
• Knowledge of relevant regulation and client management systems is desirable.

Responsibilities

• Provide administrative support to Protection Advisers and manage client queries.
• Write suitability letters and maintain accurate client documentation.

Skills

Client interaction skills

Written communication skills

Attention to detail

Time management

Multi-tasking

Education

Experience in financial services

Knowledge of regulation and legislation

Tools

Client management systems

Microsoft Office

Job description

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19/03/2025

Type of Position: Protection & Insurance Administrator - Reigate

Pay: £23k - £26k

Protection & Insurance Administrator - Reigate

Our client, based in Reigate (Surrey), is looking for an experienced Protection & Insurance Administrator to join their team and provide full admin support to the Protection Advisers in the business. You will help write suitability letters, complete client documentation, deal with client enquiries and liaise with third party insurance companies.

Responsibilities:

1. Provide high level technical and administrative support to the Advisers;
2. Deal effectively with queries from clients and other parties through effective communication;
3. Ensure that files are complete with all required client documentation;
4. Assist advisers and clients with their applications;
5. Write accurate and professional suitability letters;
6. Maintain accurate computer records and follow the company’s compliance process at all times;
7. Help to progress clients’ applications by liaising with insurance companies, GP surgeries, consultants and companies who arrange medicals for clients, then updating the client of progress;
8. Send out trust forms, assisting clients with completing them, checking trust forms are correct when returned and if not liaising with the client to correct errors. Sending trust forms to insurers and documenting the process on the CRM system.

Previous Experience and Qualifications:

1. Previous experience in a similar support role in financial services or the protection sector;
2. Knowledge of relevant regulation and legislation (desirable);
3. Experience of client management systems;
4. Excellent telephone client interaction skills and ability to build rapport swiftly;
5. Excellent written communication skills;
6. Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
7. Strong attention to detail;
8. Manages time effectively with the ability to multi-task;
9. Keeps calm when faced with conflicting demands and handles these effectively;
10. Demonstrates a positive attitude at all times.

This role offers the flexibility of hybrid working (2 days in office and 3 days working from home) as well as a very competitive benefits package.