Estate Administration Coordinator managing estate gift processes for The Salvation Army. Ensuring donor intentions are fulfilled and supporting long - term financial sustainability.
About the role
- Underwriting Assistant supporting the Financial Lines team at CFC. Responsible for data management, policy documentation, and improvement processes.
Responsibilities
- Accurate data entry into CFC key systems to support the enquiry management and quoting processes
- Support renewal, new business, and policy documentation processes
- Prepare pre-renewal quotes, including the reviewing and rating of binder renewals
- Process policy endorsements and manage cancellations
- Work from a shared inbox to ensure emails are managed, and queries escalated as needed
- Support the preparation of quote documentation, proposals, and renewal presentations
- Contribute to the continuous improvement of processes and support broker relationships
Requirements
- Completion of secondary education
- Experience working in a busy, high-volume administrative or operational role
- Excellent attention to detail and organisational skills with the ability to calmly navigate competing priorities
- Ability to manage competing priorities to meet deadlines and handle high-volume, repetitive tasks
- Positive, professional, can-do attitude with a strong sense of accountability
- Strong written and verbal communication skills
- Proficiency in Microsoft Office and comfortable with IT systems
- Strong sense of accountability, initiative, and ability to work both autonomously and in a team setting
Benefits
- Our ‘Excellence Program’ encourages and rewards a culture of high-performing individuals and teams
- ‘Celebration Day’– an annual additional leave today to do something that brings you joy
- Commitment-free social club, with monthly in-office catch ups and quarterly events to get to know your colleagues better
- Annual end of financial year and end of calendar year events, in addition to social club arrangements
- Optional annual charity volunteering day, facilitated by us
- 3 additional personal leave days per year – for whatever you need
- Flexible public holidays – to celebrate our diversity you can “Swap” 2 public holidays for a more culturally significant day to suit you
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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