A family run insurance brokerage in central London is seeking a senior administrator to join their team.  The company  has grown exceptionally of the past seven years, now working with multiple corporate international clients. They have a relaxed office environment, offer excellent incentives, and still have a family business ethos.

The successful individual will have:
– Strong administration skills
– Excellent telephone manner
– Ability to multitask under pressure
– Knowledge of financial compliance
– Ideally experience working in health/life insurance or an IFA


– Liaising with clients to secure dates for their medicals
– Booking clients in for medicals at our providers
– Maintaining relationships with medical providers
– Visiting medical clinics
– Assisting in invoice queries from medical providers
– Chasing medical results
– Organising client re-tests/requests for further information 


-Anonymising medical data
-Sending medical information to providers
-Following up underwriters
-Sending medical information to clients/their GPs
-Creating client risk reports post underwriting
-Gathering information for financial underwriting (bios, Companies House info, FQs)

 CRM/ Compliance:

-Pre population of data capture forms for client meetings
– Verifying company structures by using Companies House
-Submitting applications to life insurance companies
-Following applications from submission to on risk
-Compliance for cases that go on risk
-Completion of discontinued plan questionnaires
-Completing the fact finds with advisers for each case submitted
– Matching commission
– eNBS submission
-Updating the key system with compliance documents
-Liaising with broker consultants

General Admin:

-Ordering stationery for the office and supplies
-Keeper of keys and petty cash and petty cash records
-Preparing the notes and running the company meeting on Mondays 

Salary: £22-27,500 dependent on experience

The RSE Group aim to respond to all applications personally.  However due to the high number of applications we receive, we regret this is not always possible. Therefore, if you have not heard from us within 14 days of your application, please be advised that you have not been successful in this instance

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