We are looking for an administrator to join our Real Estate team in Cambridge.



Reporting to: Real Estate Team Manager

Working with: Real Estate Director, Real Estate Team Manager, Broking Technicians and all staff.

Working Hours: This is a full-time position, working 37.5 hours per week. Initially working full time in the office. A blend of office and home working will be available in line with the Company Smart working Policy on completion of probation.

Key responsibilities

The role will include the following:

  • Providing administration support to the Real Estate team.
  • Ensuring all client records and PT4 are kept up to date.
  • Assist with the production of documents for clients relating to schemes, renewals and mid-term alterations within appropriate timescales.
  • Dealing with telephone, post or email queries on a daily basis
  • Liaising with clients and insurers when required
  • Creating client documentation
  • Providing assistance to colleagues’ workloads/client queries
  • Taking card payments from clients
  • Setting up insurer direct debits
  • Data transfer
  • Maintaining an effective diary system and chasing outstanding diary entries on a daily basis
  • Identifying any training needs arising from day-to-day work & responsibility to maintain own Continuous Professional Development (CPD) & record ensuring competencies are up to date.
  • Collating meeting notes/documents, documenting meeting & actions when required
  • Ensure all responsibilities are carried out in accordance with FCA guidelines or current regulatory body.
  • Excellent communication and organisational skills
  • At least 1 years’ experience working within an administrative role.
  • Previous experience of working within the insurance industry would be advantageous but is not essential.