Trainee Insurance Account Handler
Doncaster
£ 23795/annum pension + training package
Trainee Insurance Account Handler
Position Overview:
As a Trainee Insurance Account Handler, you will support the insurance team by performing administrative duties, handling phone communications, including some cold calling, data entry, document management, and utilising software such as Word, Excel, and CRM systems. This role requires attention to detail, effective communication skills, and the ability to manage multiple tasks efficiently.
Key Responsibilities:
Administrative Support:
Assist in administrative tasks such as filing, scanning, and photocopying documents.
Handle incoming and outgoing correspondence and emails.
Phone Communication:
* Manage incoming phone calls and direct them appropriately.
* Conduct some cold calling activities as required.
Data Input and Management:
* Input and update client information accurately into databases or CRM systems.
* Ensure data integrity and confidentiality.
Documentation Management:
* Organise and maintain insurance documents and records.
* Prepare paperwork for client policies and claims.
Software Skills:
* Utilise Microsoft Word and Excel proficiently for various tasks such as report generation and data analysis.
* Familiarity with CRM (Customer Relationship Management) systems for client management.
Compliance and Regulatory Awareness:
* Adhere to industry regulations and company policies.
* Maintain records in compliance with legal requirements.
Calendar Management:
* Assist in s...