Life and Pensions Brokerage Administrator
Topic Newspapers Ltd., Midland, Texas, United States, 79709
Overview
The Administrator will work closely with our team of financial planners, providing quality customised support to meet our clients\' needs. About You
Excellent computer skills required Fluent English essential Build positive relationships with co-workers and clients alike. Excellent numeric, written and oral communication skills. Strong attention to detail and the ability to think quickly. The ability to work unsupervised and be self-motivated. Strong customer service skills, orientation and focus. Expectations & Tasks
Perform the role of office receptionist/front of house Handle telephone inquiries in a professional and courteous manner Understand and address client inquiries in a timely fashion Thoroughly document queries, investigations, and actions Providing general office administrative support including filing/scanning/photocopying, post/franking, processing payments, answering the telephone, note/message taking Escalate issues to Management and Financial Advisors as appropriate Maintain customer/policy records through the client management system and associated IT solutions Support the team including new business processing, and renewals. Support and Assisting the financial planners Manage relevant processes and procedures to ensure that all client files are complete and fully compliant. Liaise with Life Companies to manage and follow up Collate client reports Work experience
3-5+ years Financial Services Office Administration experience preferably in an Insurance Brokerage or Insurance Company Qualifications/ Skills & Competencies
QFA or relevant industry qualification preferable but not essential
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The Administrator will work closely with our team of financial planners, providing quality customised support to meet our clients\' needs. About You
Excellent computer skills required Fluent English essential Build positive relationships with co-workers and clients alike. Excellent numeric, written and oral communication skills. Strong attention to detail and the ability to think quickly. The ability to work unsupervised and be self-motivated. Strong customer service skills, orientation and focus. Expectations & Tasks
Perform the role of office receptionist/front of house Handle telephone inquiries in a professional and courteous manner Understand and address client inquiries in a timely fashion Thoroughly document queries, investigations, and actions Providing general office administrative support including filing/scanning/photocopying, post/franking, processing payments, answering the telephone, note/message taking Escalate issues to Management and Financial Advisors as appropriate Maintain customer/policy records through the client management system and associated IT solutions Support the team including new business processing, and renewals. Support and Assisting the financial planners Manage relevant processes and procedures to ensure that all client files are complete and fully compliant. Liaise with Life Companies to manage and follow up Collate client reports Work experience
3-5+ years Financial Services Office Administration experience preferably in an Insurance Brokerage or Insurance Company Qualifications/ Skills & Competencies
QFA or relevant industry qualification preferable but not essential
#J-18808-Ljbffr