Aurum Administration Assistant

Role Purpose

The Administrative Assistant provides dedicated administrative and operational support to KGM’s High Net Worth motor underwriting team, Aurum. The role focuses on broker documentation, finance-related administration, workflow reporting, and supporting the wider business function to maintain high service standards for brokers and clients.

Key Responsibilities

• Broker Documentation & Issuance – Issue policy documentation for new business, renewals, and mid‑term adjustments; prepare and issue schedules, certificates, proof of no claims, and endorsements; draft standard correspondence and letters to brokers and clients.
• Financial Administration Support – Support debt management, including daily monitoring, reporting, and liaison with Credit Control and brokers; assist with Direct Debit administration (setup, maintenance, queries for instalments, cancellations and amendments).
• Workflow & Reporting – Produce and maintain daily workflow and activity reports; support ad‑hoc reporting requests for management.
• Operational & System Support – Assist underwriters and underwriting assistants by loading new quotes onto the underwriting platform, processing low‑level MTAs and clerical adjustments, making typographical or non‑technical amendments, and supporting document and wording updates within the underwriting system.
• Broker & Business Support – Manage new broker set‑up (system creation and onboarding); maintain broker records and support commission changes; act as first‑line support for broker administrative queries.
• Telephone & Client Service – Provide call overflow support during peak periods; take accurate messages and ensure follow‑up within agreed service levels.
• General Support – Work closely with Underwriting Assistants and Underwriters to support day‑to‑day priorities; maintain accurate records and ensure compliance with internal processes and FCA requirements; provide wider administrative support to the Aurum team as needed.

Skills & Experience

• Essential – Previous experience in an administrative or support role; strong attention to detail and accuracy; good organisational skills and ability to manage multiple tasks; confident using Microsoft Office (Outlook, Excel); strong written communication skills; professional and courteous telephone manner.
• Desirable – 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; calm under pressure and able to manage competing priorities; willing to learn new systems and processes.

Reporting Line

Reporting to the Head of Aurum.

Benefits and Working Arrangements

Fixed‑term contract with flexibility for reasonable adjustments including flexible hours and hybrid working arrangements where possible.

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