Asset Wealth Management LLP is a small business in Letchworth. We are professional, innovative, and our goal is to to be a Dynamic Financial Services company giving personal and business financial advice. We are an independent financial advisers. Our main areas of advice is mortgages, insurance & pensions. We pride ourselves in professionalism, expertise, and customer service. Based at our offices in Letchworth Garden City, you will be required to work within the insurance arm of the business. It is Administrator role with full training provided with the aim to progress into a career in insurance..
Our work environment includes:
Modern office setting
Growth opportunities
General insurance administration
Dealing with queries and servicing customer requirements
Producing customer documentation in a timely, consistent & compliant manner
Ensure daily queries and e-mails are answered efficiently
Assist with team administration
Undertake any other reasonable duties as directed by the management team
Handling Renewals
New business enquiries
Essential Requirements:
Proficient I.T. skills. Including Word/Excel/Outlook
Ability to follow processes and procedures and to work within timeframes
Ability to stay calm in a fast-paced environment and remain proactive and professional
Be able to rapidly adapt to change
Be a strong team player who is eager to learn and can grasp new information quickly
Good telephone manner
Good attention to detail and organised in approach
Satisfy all pre-employment checks required for the role including criminal records and credit check
Desirable Requirements:
Previous admin and/or office experience beneficial
A good range of strong GCSE passes, with a minimum requirement in Maths and English
We have a genuine pride in delivering high quality work. We live by our reputation in professional services and it is this focus on quality which underpins the offering to Clients. AWM's priority is the Client.
AWM is a professional firm with an emphasis of providing insurance solutions so that Clients understand the cover they are buying. Although price is always important, their reputation is based on experience and expertise in finding Clients the most suitable policy at a competitive premium. By forging strong relationships with the best-known insurance providers and brokerages in the UK and through long standing connections, our clients are offered the insurance protection that they need, negotiating the best terms for their personal or business needs.
You may have experience of the following: Insurance Agent, Sales Agent, Insurance Advisor, Customer Service Advisor, Administrator, Customer Service Agent, Call Centre, Customer Support, Customer Services Representative, Client Support, Sales Executive, Insurance, Financial Services, Claims Handler, etc.
Job Types: Full-time, Part-time
Pay: 24,500.00-25,000.00 per year
Additional pay:
Loyalty bonus
Benefits:
Company pension
Work from home
Schedule:
Flexitime
Monday to Friday
Ability to commute/relocate:
Letchworth: reliably commute or plan to relocate before starting work (required)
Work Location: In person
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