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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong communication and relationship-building skills while effectively managing multiple tasks and priorities in a fast-paced environment. Proficient in Microsoft Office tools and possesses a proactive mindset towards learning and adapting within the financial services and insurance sectors.
Highest-signal resume keywords
Strong Communication SkillsRelationship-BuildingOrganisational SkillsAttention to DetailProactive Mindset
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Strong Communication SkillsRelationship-BuildingOrganisational SkillsAttention to DetailProactive Mindset
Tools & Technologies
Microsoft OutlookMicrosoft WordMicrosoft Excel
Industry Keywords
Financial ServicesInsuranceAgency ManagementStakeholder ManagementUnderwriting Platforms
About the role
Key responsibilities & impact- Maintain and update a central TOBA and sub-agent log
- Support onboarding of new, amended, and acquired insurer and sub-broker agencies
- Assist with processes enabling wholesaling and cross-selling of Group products
- Review insurer TOBAs and support new agency applications
- Handle agency and TOBA maintenance activities and respond to queries
- Support setup and integration of sub-agents, franchisees, and acquisitions
- Assist with audit requests relating to insurer and client money processes
- Produce information and responses for regulatory, conduct, and internal reporting requirements
- Build strong working relationships with insurers, brokers, and colleagues across the Group
- Support senior team colleagues and mini-projects
Requirements
What you’ll need- Strong communication and relationship-building skills
- Good organisational skills with the ability to manage multiple tasks and priorities
- High level of attention to detail and accuracy
- Proactive mindset, curiosity, and willingness to learn new skills
- Confidence using Microsoft Outlook, Word, and Excel
- Ability to work quickly and independently while remaining connected with a remote team
- Interest in financial services, insurance, business operations, or stakeholder management
- Experience with underwriting platforms would be beneficial but is not essential
- Previous experience in agency management is not required
- Recent graduates, career changers, and candidates from administration, operations, customer service, compliance support, account handling, underwriting support, or other office-based roles are welcomed
Benefits
Comp & perks- Flexible remote working with occasional in-person collaboration
- Comprehensive training and ongoing development support
- Annual bonus
- 27 days annual leave (including your birthday and a religious holiday of your choice), plus bank holidays
- 5% employer pension contribution
- Flexible benefits tailored to your lifestyle
- Group Life Assurance
- Fully paid parental leave (three months for maternity, paternity, and adoption)
- Professional development support, including study funding
- Perks at Work discounts on gyms, dining, shopping, and more
- Holiday purchase scheme, allowing you to buy up to five additional days each year