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Finance Administrator Croydon permanent

The Recruitment Shop
Job LocationWaddon, Croydon
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Role Outline

  • Administration, including processing financial plan applications and payments and producing members documents.
  • Liaise with all external customers, including directors and families.
  • Update database with all amendments, such as change of address etc.
  • Liaise with colleagues to ensure correct information is up to date and communicated and latest information is provided.
  • Process stock and literature requests for Agents, Directors, Will Writers and Sales Representatives.
  • All aspects of administration to support the Finance Plan co-ordinators.
  • Inputting data onto the database, filing, answering phones, dealing with customer queries and complaints, general office duties.
  • Customer compliance calls and customer services courtesy calls.
  • Lapse management comprising of contacting any client who has gone into arrears with their funeral insurance plan.
Key Skills and Qualifications
  1. Strong administrative skills & attention to detail
  2. Excellent communication skills and ability to be proactive with customer care and problem solving
  3. Ability to handle stressful situations, being attentive and showing empathy
  4. Flexible team worker
  5. Good IT skills
  6. Organised and efficient worker

Keyskills :
Administrative SupportApplicationsCommunication Skills

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