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administrative assistant Middlesbrough, England
Job description
We are looking for an Administrator to join our client based in Middlesbrough who offer Mortgage and Insurance advice to their many clients. This opportunity is a temporary to permanent position.
Roles and Responsibilities
- Working from an Allocation Sheet and process protection cases onto toolbox system
- Quality checking all cases
- Ensuring Sales advice has been correctly followed on all cases and escalating any concerns to management
- Inputting policy details onto the system to ensure commission and payroll runs effectively
- Creating demands and needs letters to provide clients with an understanding of what products they have been recommended and why
- Client communications including sending encrypted policy documents
- Completing various tasks requested by Advisors such as file shares, toolbox updates
- Resending of client documents, etc
- Participating in regular training sessions to continuously improve knowledge and understanding of products
- Adhering to network rules and regulations and keeping up to date with regular changes and up-dates
We are looking for someone who
- Must have basic to intermediate Administration skills
- Have an excellent telephone manner and be confident in talking to clients and taking messages effectively
- Be able to write letters professionally
- Level 2 English and Math or equivalent
- Strong keyboard skills
This position has excellent career path opportunities.
Must have own transport due to location.
Flexible hours of working – Monday to Friday open 8a.m. to 8p.m. Two mandatory late shifts, one Thursday until 8 one week and one Friday until 8 the next week, then repeated.
After 12 weeks training on site can work from home a few days a week.
Plenty of overtime always on offer, paid at standard rate but a good opportunity to earn more money.
Job Types: Full-time, Permanent
Salary: Up to £20,319.00 per year
Schedule:
- Monday to Friday
Work Location: In person
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