We are currently recruiting for a PA on a Temporary ongoing basis to support our client in Shrewsbury with a growing workload.
Executive Support
* Provide full PA support to the MD, including managing telephone messages and email correspondence while the MD is out of the office
* Manage and maintain the MD’s electronic and paper diary, including full appointment details (name, address, contact details)
* Send emails and correspondence on behalf of the MD (via dictation or telephone instruction)
* Complete digital dictation for renewal letters, emails, file notes and related documents (including amending schedules/letters and occasionally drafting new business correspondence)
* Prepare files for the MD’s meetings and visits, occasionally organise personal tasks/items for the MD
Client Communication & Service
* Prioritise all client communication, ensuring timely responses in line with company procedures
* Action and respond to client emails, sourcing information as required
* Conduct all aspects of account handling: new business, technical preparation, renewals, mid-term adjustments, and claims
* Maintain a professional working relationship with clients and deliver a consistently high level of customer service
* Ensure bad debt queries are managed efficiently and in line with procedures
* Liaise with PR & Marketing (Clare Rowson) regarding company promotions
* Organise company shows/events (e.g., RWS in July, Oswestry Show in August), including booking caterers and supporting logistics
* Organise and distribute company calendars for clients
Administration & Compliance
* Maintain all electronic and paper files to FCA-compliant standards
* Keep accurate and up-to-date client and internal records
* Process data and invoices on the Acturis system
* Process premium payments across company platforms
* Collate and prepare documentation relating to client claims
* Manage post distribution daily
Office Management
* Manage reception duties, including client/supplier meet & greet
* Organise and liaise with cleaning contractors
* Oversee office equipment contracts (printers, photocopiers, franking machine)
* Order stationery and kitchen supplies, manage utility contracts and meter readings
* Maintain general office housekeeping
* Liaise with staff on behalf of the MD when required
Experience required:
* Experience working in a fast-paced administrative role and within an insurance environment
* Previous experience working as a PA
* Acturis experience (preferred)
* Able to work independently and within a team
* Excellent written and verbal communication skills
Working Hours: Mon-Fri 9am – 5pm | 1-hour lunch
If you are interested in this role, please contact Taylor or Megan at Proactive Personnel, Telford