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Senior agency assistant

Redhill (Surrey)
SPE Travelers Management, LTD
Assistant
Posted: 7 August
Offer description

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Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.


Job Category

Underwriting


Target Openings

1


Who Are We?

Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.


Job Details

We are recruiting for a Senior Agency Assistant to join our team in Redhill. In this role, you’ll provide essential administrative support to senior managers and departments across Travelers Europe. You will manage the application process for brokers seeking agency accounts with our UK and Ireland entities, ensuring a seamless experience. You’ll also maintain the agency landscape across all Travelers Europe entities, ensuring records are accurate and up to date.

We seek someone proactive, highly organized, and a confident communicator. This is a great opportunity to contribute to a collaborative team, impactful work, and your career growth.

Travelers Europe offers flexible hybrid working arrangements: three days in the office and two days remote, subject to policy changes.


Responsibilities

* Review broker applications for agency accounts, including due diligence and credit scores via external platforms
* Liaise with departments involved in the agency process
* Communicate with brokers at various application stages
* Manage Terms of Business Agreements (TOBAs) and set up agency accounts
* Monitor brokers with agency accounts, respond to REG Network alerts
* Maintain broker records on internal systems like Salesforce
* Prepare quarterly reports for the Finance Committee
* Manage agency account terminations
* Prepare correspondence, reports, presentations, spreadsheets
* Handle incoming calls, visitors, mail, and emails
* Maintain files, records, calendars, and diaries
* Use agency management software such as REG Networks
* Prepare and submit expense reports
* Contribute to administrative standards and policies

Success in this role involves delivering excellent customer experiences, collaborating internally, and fulfilling commitments.


Ideal Candidate Profile

* Prior administrative experience
* High School diploma or equivalent preferred
* Basic knowledge of administrative support, preferably in Financial Services
* Familiarity with relevant principles and terminology
* Good understanding of standard situations in the field
* Interpersonal skills: tact, discretion, courtesy
* Proficiency in Word, Excel, PowerPoint
* Conflict resolution skills
* Understanding of change management concepts
* Ability to handle confidential information


Must-Haves

* Basic numeracy
* Accurate touch typing
* Problem-solving skills


Benefits

* Private Medical Insurance
* Retirement contributions
* Minimum 25 days holiday, up to 35 with purchase
* Wellness programs including mental health support
* Volunteer and community engagement programs


Employment Practices

Travelers is an equal opportunity employer. We value diversity and inclusion. For questions about physical requirements, please contact us. We reserve the right to fill the position at a different level. For more about our benefits, visit our website.

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