About Company
A-Plan Insurance is a leading independent insurance broker established over 50 years ago, committed to providing a highly personal, high-quality service. With over 100 branches across the UK and a substantial team of dedicated insurance professionals, we pride ourselves on building lasting relationships with our clients, understanding their unique needs, and securing competitive, comprehensive insurance solutions. From personal motor and home insurance to intricate commercial policies, our expertise spans a wide range of products. We stand out by always putting our clients first, offering impartial advice, and focusing on excellent customer outcomes. At A-Plan, we believe in supporting our colleagues, fostering a collaborative and inclusive culture where every team member can thrive and contribute to our overarching mission: to make insurance simple, transparent, and trustworthy for everyone. We are embracing modern work models to attract the best talent, allowing our teams to contribute effectively from various locations and continue our legacy of service excellence.
Job Description
Are you an experienced and meticulous operations professional with a passion for the insurance industry? Do you thrive in a remote work environment, leveraging your organisational skills to ensure seamless business processes? A-Plan Insurance is seeking a dedicated and proactive Work from Home Insurance Operations Executive to join our expanding team. This pivotal role is perfect for someone who excels in a dynamic setting, ensuring the efficient and compliant operation of our insurance processes from the comfort of their home office. You will be instrumental in supporting our client-facing teams and back-office functions, contributing significantly to our overall service delivery and operational excellence. This role demands a keen eye for detail, a strong understanding of insurance principles, and the ability to manage multiple tasks effectively while maintaining high standards of accuracy and confidentiality. As a Work from Home Insurance Operations Executive, you will play a crucial part in upholding A-Plan’s reputation for exceptional service and operational integrity, working autonomously yet collaboratively within a supportive remote team structure. Your contribution will directly impact our ability to deliver on our promises to clients and maintain our competitive edge in the market by ensuring all operational aspects run smoothly, efficiently, and in full compliance with industry regulations. This is an exciting opportunity to shape operational workflows and contribute to a company that values expertise and customer focus, all while enjoying the flexibility of remote work.
Key Responsibilities
- Manage and process insurance policy documentation, endorsements, and renewals accurately and efficiently.
- Ensure all operational activities comply with FCA regulations, company policies, and data protection guidelines.
- Liaise with underwriting teams, brokers, and clients to resolve operational queries and discrepancies.
- Administer policy changes, cancellations, and claims-related paperwork, maintaining precise records.
- Identify and implement process improvements to enhance efficiency and reduce operational risks.
- Prepare regular operational reports, analysing data to provide insights and support decision-making.
- Maintain a thorough understanding of A-Plan's insurance products, systems, and procedures.
- Support month-end and year-end reconciliation activities, ensuring financial data integrity.
- Contribute to training and development initiatives for new team members as required.
Required Skills
- Proven experience in insurance operations or back-office administration.
- Excellent understanding of general insurance principles and regulations (e.g., FCA rules).
- Strong analytical skills with a keen eye for detail and accuracy.
- Proficiency in Microsoft Office Suite, particularly Excel.
- Exceptional organisational and time management abilities.
- Ability to work independently and manage a diverse workload effectively in a remote setting.
- Excellent written and verbal communication skills.
- High level of integrity and commitment to confidentiality.
Preferred Qualifications
- CII (Chartered Insurance Institute) qualifications or working towards them.
- Experience with insurance specific software platforms.
- A track record of identifying and implementing process improvements.
- Familiarity with remote collaboration tools and best practices.
Perks & Benefits
- Competitive salary and annual bonus scheme.
- Flexible remote working environment.
- Generous holiday allowance.
- Company pension scheme.
- Life assurance.
- Employee assistance programme.
- Opportunities for professional development and CII qualification support.
- Discounts on a range of insurance products.
How to Apply
If you are a highly motivated and detail-oriented professional ready to take on a challenging and rewarding role, we encourage you to apply. Please click on the application link below to visit our careers page. There you can search for this role or register your interest for future opportunities.