Title: Policy Administrator Hours: 35.75 hours per week Salary: £24,740p/a Location: Liverpool
HRGO are currently recruiting for a Policy Administrator. This is a key administration role within a Policy Management team, supporting existing corporate clients with amendments and queries. This role is focused on importing validated data, processing application forms, and completing policy migrations and updates.
Responsibilities:
Process amendments and updates to existing corporate accounts
Import new policies, leavers and changes electronically
Handle inbound and outbound emails and calls professionally, efficiently and with a customer-first approach
Investigate and resolve broker/company queries, liaising with colleagues, managers, sales teams and external contacts as needed
Validate received data to ensure it is compliant, authorised and in the required format for system import
Complete bulk data uploads (e.g., expansions and bulk terminations) accurately and to deadlines
Issue and process payroll deduction and Direct Debit application forms
Resolve portal queries related to membership data and process changes within agreed timescales
Process policy downgrades as instructed (e.g., tasks received from Finance)
Produce reports/spreadsheets (including membership lists) as required
Maintain clear, accurate and compliant system notes and audit trails
Complete data protection and security checks before discussing or sharing customer information
Ensure sensitive information is only shared with authorised contacts and encrypted where required
Support continuous improvement by engaging with QA feedback, coaching and performance targets
Undertake other reasonable duties to support team and business needs as required
Key skills and qualifications:
Strong written and verbal communication skills
High attention to detail and accuracy when processing data and documentation
Ability to follow processes and procedures consistently (regulated environment mindset)
Customer-focused approach with effective problem-solving skills
Confident using Excel spreadsheets for reporting and data handling
Experience or understanding of regulated environments (e.g., financial services/insurance)
Previous experience in policy administration, customer administration, or data processing roles
HRGO is an equal opportunities employer and welcomes applications from all suitably qualified candidates.
If you are interested in this Policy Administrator role, please contact Mia at 0151 439 3051 or email Mia.Tong@HRGO.co.uk
