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Permanent

Business Operations Executive

Watford
money-bag 27000.00-27000.00 Annual
3063273408
Posted Yesterday

Opportunity for an experienced administrator to join a friendly, professional, and successful team at a well-established independent insurance brokerage, based in Watford, Hertfordshire. Heath Crawford provides expert advice to small and medium-sized businesses and private clients, helping them save money through tailored insurance solutions.OverviewThe ideal candidate will be well-organised, detail-oriented, and possess strong communication skills with a positive, proactive attitude. This role supports adviser operations, lead management, payroll administration, and wider business processes, ensuring the smooth day-to-day running of the business.Key ResponsibilitiesLead ManagementMonitor adviser annual leave via the HR portal and track daily availability.Update senior management when advisers are absent for two or more consecutive days.Maintain accurate CRM records and provide administrative support across operations.Produce daily and weekly reports.Shift CoordinationOrganise weekend adviser shifts.Report shift allocations and corresponding weekday time off.Review weekend performance and attendance, escalating concerns where necessary.Communications SupportAssist with adviser and business generation communications.Support internal coordination via Teams and other channels.Payroll and Finance AdministrationCalculate bonuses, payroll additions, and deductions.Process new joiners and leavers.Load payroll payments to the bank.Manage client rebates and lead invoices via Hubdoc.Ex

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