Client Services and Insurance Administrative Coordinator
Customer Service / Public Relations / Call Center
About the Employer
Job Description
Job Description:
- Position: Client Services and Insurance Administrative Coordinator
- Company: WIS Group
- Industry: Accountancy and Financial Services
Exciting opportunity for a dynamic Client Services and Insurance Administrative Coordinator to join our growing team at the WIS Group. As a fast-growing group of companies in the UK Accountancy and Financial Services industry, we are seeking an experienced and dedicated Client Services and Insurance Administrative Coordinator.
Job Summary:
This role offers a dynamic opportunity to provide efficient administrative and financial support. If you thrive in a fast-paced environment and possess exceptional organizational and communication skills, this position is perfect for you. Join our team and contribute to our success by ensuring smooth and effective operations.
Key Responsibilities:
- Enter client inquiries into the CRM system.
- Coordinate with advisors to ensure thorough case preparation.
- Progress client inquiries through the Decision in Principle (DIP) and Full Mortgage Application (FMA) stages, updating clients accordingly.
- Email Life and General Insurance (GI) quotes to clients and manage underwriting processes.
- Update clients on valuation dates and chase solicitors for progress updates.
- Raise broker fee invoices and email mortgage offers to clients.
- Manage client declarations and liaise with advisors for case turnaround processes.
- Ensure timely updates on CRM for all pipeline cases and close cases upon completion.
- Key in cases for existing clients to build renewal reminders.
- Manage reception duties including distributing new inquiries and handling calls from existing clients.
- Order stationery and send reminders for pending tasks via email.
- Arrange and coordinate delivery of welcome hampers to new clients, gathering feedback and requesting Google reviews.
- Update and maintain advisor CPD logs with learning updates.
- Update and manage the annual leave calendar for the team.
Attributes and Qualifications:
- Candidates should be adaptable to UK Office hours: Monday to Friday, 2.30pm to 10.30pm in the winter and 1.30pm to 9.30pm in the summer (SL time).
- 1-2 years of experience in the banking or financial sector.
- Bachelor's degree in Business Management or a related field.
- Proficiency in English with excellent verbal and written communication skills.
- Strong attention to detail and organizational skills.
- Ability to multitask and work efficiently in a fast-paced environment.
What We Offer:
- Competitive salary and benefits package.
- Opportunity to work with a stable and esteemed organization.
- Challenging role with potential for growth and learning.
- Exposure to diverse business domains.
Join us in contributing to the success and growth of WIS Accountancy (Pvt) Ltd. Apply with your resume and cover letter now and be part of our dynamic team! If you are interested, please forward your CV to [email protected]
