The Administrative Assistant will provide dedicated administrative and operational support to KGM’s High Net Worth motor underwriting team, Aurum. The role is focused on broker documentation, finance-related administration, workflow reporting, and supporting the wider existing business function to ensure high service standards are maintained with brokers and clients.
This role is key in relieving underwriting staff of routine administrative activity, enabling them to focus on underwriting, broker engagement, and technical decision-making.
Key Responsibilities
Broker Documentation & Issuance
- Issue policy documentation for new business, renewals, and mid-term adjustments (MTAs) in line with internal service standards.
- Prepare and issue additional documentation such as schedules, certificates, proof of no claims, and endorsements as required.
- Draft standard correspondence and letters to brokers and clients.
- Support age debt management, including daily monitoring, reporting, and liaison with Credit Control/Brokers
- Assist with Direct Debit administration, including:
- Setting up new Direct Debit agreements.
- Maintaining and servicing existing Direct Debit arrangements.
- Supporting queries relating to instalments, cancellations, and amendments.
Workflow & Reporting
- Produce and maintain daily workflow and activity reports for the Aurum team.
- Support ad‑hoc reporting requests for management as required.
Operational & System Support
- Assist underwriters and underwriting assistants by:
- Loading new quotes onto the underwriting platform.
- Processing low‑level MTAs and clerical adjustments where appropriate.
- Making typographical or non‑technical amendments under instruction.
- Support document and wording updates within the underwriting system.
Broker & Business Support
- Manage new broker set‑up, including system creation and onboarding administration.
- Maintain broker records and support broker commission changes in line with approvals.
Telephone & Client Service
- Provide call overflow support for the existing business function during peak periods.
- Take accurate messages and ensure follow‑up is completed within agreed service levels.
General Support
- Work closely with Underwriting Assistants and Underwriters to support day‑to‑day team priorities.
- Maintain accurate records and ensure all activity complies with internal processes and FCA requirements.
- Provide wider administrative support to the Aurum team as required.
Skills & Experience
- Previous experience in an administrative or support role.
- Strong attention to detail and accuracy.
- Good organisational skills with the ability to manage multiple tasks.
- Confident using Microsoft Office, particularly Outlook and Excel.
- Professional and courteous telephone manner.
- Experience working within insurance, financial services, or a regulated environment.
- Knowledge of motor insurance or underwriting support functions.
- Experience dealing with brokers or third‑party intermediaries.
Personal Attributes
- Reliable and conscientious with a strong work ethic.
- Proactive and willing to support wherever required.
- Able to work well within a team environment.
- Calm under pressure and able to manage competing priorities.
- Willing to learn new systems and processes.
#J-18808-Ljbffr…