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Team PA / Personal Assistant (Insurance Sector)

Company: Tony Martin
Job Ref: TMCTeamPA
Start Date: ASAP
Hours: Full Time
Working Term: Permanent Position
Salary: Negotiable


Team PA / Personal Assistant

Job Market - PA / Personal Assistant (Insurance Sector)

Team PA - About the role

The purpose of this role is to support the Senior PA in providing general administrative assistance to the Practice Heads and Underwriting Division (which consists of approximately 100 team members).

Team PA - Core responsibilities

Arrange meetings, lunches, corporate & away days/events

Cover diary management in the absence of other PA’s for Senior Syndicate staff

Organise business travel (including hotels, cars, currency) in line with budgets, also assessing marketing needs

Point of contact for arranging all aspects of conference attendance

Managing meeting rooms and greeting visitors

Typing correspondence/creating reports including PowerPoint & Excel

Assist with raising expense claims & checking submitted expense claims ensuring quality control

Support the Practice Heads with varying degrees of support depending on their requirements including inbox & calendar management, raising expenses & arranging meetings

Regulatory Responsibilities

Manage the relationships with Customers, Agents and Service Providers:

Advise, assist and service customers on insurance and risk matters to promote customers’ satisfaction

Foster positive relationships with customers and attain an understanding of their needs

Ensure that customer complaints are promptly identi?ed, recorded and referred as appropriate

Ensure that the principles of Treating Customers Fairly (TCF) are upheld by Agents and Service Providers

Team PA - Key requirements

Experience working as a Personal Assistant in a professional environment

Essential: Word and Excel Desirable: PowerPoint

Professional and approachable

Positive 'can do’ approach




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