Summary of Position:
To provide technical and administrative support for BankServe Brokers and Directors.
Key Responsibilities & Accountabilities:
▪ Carry out copying and binding tasks accurately and efficiently
▪ Create and maintain files including filing and archiving
▪ Carry out basic word and excel duties
▪ Input document details on the in-house systems
▪ Assist team with credit control when required
▪ Assist in any ad-hoc, general admin tasks
▪ Process and monitor incoming post
▪ Assist team with producing and sending client/market documentation
▪ Assist with renewal reminders
▪ Assist team with developing and managing relationships with market
representatives, i.e. underwriters, other brokers
▪ Maintain and enhance knowledge of the insurance marketplace, trends
and cycles
▪ Adhere to company and regulatory policies & procedures together with
mandatory training requirements.
▪ Adhere to financial reporting requirements including monthly phasing of
income.
Functional & Behavioural Competencies required:
▪ Previous experience an office environment is desirable
▪ Working knowledge of Microsoft Word & Excel
▪ Ability to effectively contribute to the team and interact with others
▪ Ability to communicate clearly and effectively
▪ Ability to use own initiative to work out any problems which may arise
▪ Able to perform effectively to tight deadlines with good personal
organisation and time management skills
▪ Professional attitude to work
▪ Punctual and conscientious
▪ Shows enthusiasm
▪ Personally demonstrate the five BMS values and ensure that team
members are aligned with these:
o Accountable
o Entrepreneurial
o Collaborative
o Empowering
o Disciplined