• Digital dictation for MD for his client renewal letters, emails and also file notes etc.
• Prioritise all client communication and ensure it is actioned in a timely way and in accordance with company procedures
• Give PA support to the MD in the form of conveying telephone messages and email correspondence to him whilst out of the office.
• Actioning emails and responding to the same and finding out necessary information.
• Maintain electronic and paper diary for MD and taking full details of the appointment to include name, address and contact details.
• Sending emails on behalf of MD whether it be via dictation or message received over the phone.
• Processing data, invoices on our Acturis system
• Processing Premium Payments on our Platforms
• Occasionally collating and formulating documentation in respect of claims etc.
• Maintaining Reception duties and Meet & Greet when clients/suppliers come into the office.
• Organising Cleaning Company
• Maintaining printing/photocopier Contract/Franking Machine
• Ordering of stationery to include kitchen items
• Utility Contracts and Meter Readings
• Maintaining housekeeping of the office
• Liaising with the staff on behalf of the MD
• Maintain all electronic and paper files in accordance with company standards (which should be fully compliant with FCA)
• Maintain files and records in accordance with the company’s requirements
• Maintain accurate and up to date computer records – customer data, internal records and such like
• Develop and maintain a professional working relationship with all clients and ensure expert advice in all areas of business
• Conduct all aspects of account handling for clients including new business, technical preparation, renewals, mid-term adjustments and claims
• Ensure any bad debt queries are dealt with efficiently and in line with company procedures
• Achieve and maintain a high level of customer service and promote exceptional customer care standards at all times
• Liaising with Clare Rowson, Company PR & Marketing over promotion of the Company.
• Organising and booking of Shows to include RWS in July and Oswestry Show – 1st week in August.
• Organising Caterers etc.
• Occasionally organising personal items for the MD
• Organising Calendars and sending out to Clients.
• Any other tasks commensurate with this post.
• Taking the post daily
• Organising files for MD’s visits the next day
Essential Skills- Audio Typing
Desirable: Insurance Knowledge
Immediate start for the right candidate