Insurance Broker Assistant

About the Role

Our client is seeking a proactive and organised Insurance Broker Assistant to support their brokerage team in Brighton . This role is crucial in assisting brokers with client management, policy administration, and day-to-day operational tasks. You will be instrumental in ensuring the smooth running of the brokerage, providing excellent service to clients and supporting the sales process. This is an ideal position for someone looking to gain valuable experience in the insurance industry and grow their career within a respected firm located in East Sussex .

Key Responsibilities

• Assist insurance brokers with client communication, appointment setting, and follow-ups.
• Prepare and issue policy documents, renewal invitations, and other client correspondence.
• Maintain accurate client records and manage the company's CRM system diligently.
• Support the sales process by gathering information, preparing quotes, and liaising with insurers.
• Handle general administrative duties, including filing, scanning, and managing incoming communications.
• Contribute to a positive team environment and ensure efficient operation of the brokerage in Brighton .

Requirements

• Previous administrative or customer service experience, ideally within the insurance sector.
• Excellent organisational skills and strong attention to detail.
• Good communication and interpersonal abilities.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Ability to work effectively in a fast-paced environment and manage multiple tasks.
• A willingness to learn about insurance products and processes is essential.

Benefits

• Competitive salary complemented by potential bonuses.
• Hybrid working model providing flexibility.
• Comprehensive training and ongoing professional development support.
• Generous holiday entitlement.
• A supportive team atmosphere within a well-established brokerage in Brighton .