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Insurance Co-ordinator

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Job Title

Insurance Co-ordinator

Job Description Summary

We are seeking an organised and proactive Insurance Administrator to support the Insurance Partner and team. This role involves managing invoices, maintaining client relationships, and providing administrative support to ensure seamless service delivery.

Job Description

You’ll ensure adherence to regulatory standards and efficiently complete all tasks. With the ability to manage your workload independently, you’ll contribute to the team’s growth and success while delivering high levels of service and accuracy.

Key Responsibilities:

  • Provide administrative support to the Insurance Partner and team.

  • Manage workday invoices, debt management, and Public Liability invoicing.

  • Maintain and build relationships with internal and external clients.

  • Ensure the timely delivery of reports in line with quality standards.

  • Support Managers and Directors in meeting business-area specific requirements.

  • Process payments up to £1m with a keen eye for detail.

  • Adhere to FCA regulations and company compliance policies.

  • Work independently and prioritise workload.

Core Responsibilities:

  • Clients & Marketing: Sustain and grow client relationships.

  • Profit & Finance: Process payments with high attention to detail.

  • Operations & Risk: Support team needs to serve clients effectively.

  • People & Teams: Be flexible and multi-task within a smaller, dynamic team.

Qualifications & Experience:

  • Ideally, experience with OpenGI, Excel, Tramps, and Workday (training provided where necessary).

  • Strong IT skills, including MS Office and OpenGI.







INCO: “Cushman & Wakefield”

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Insurance Co-ordinator

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