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As a Data Inputter, you will play a key role in ensuring accurate, timely and compliant data management, supporting the integration and operations teams to deliver an excellent client experience.
Job Responsibility:
Accurately input and maintain client and policy data within Intelliflo Office
Issue correspondence to providers to obtain key client information
Respond to written, telephone and electronic enquiries in a professional manner
Maintain effective relationships with providers and internal stakeholders
Ensure client records and documentation are stored securely in line with GDPR requirements
Requirements:
Strong attention to detail and commitment to accuracy
Ability to organise and prioritise workload effectively
Client-focused mindset with a high standard of service delivery
Proactive and positive approach to work
Ability to work within structured processes and procedures
Experience using Microsoft Office and business systems
Accurate data entry and record management skills
Ability to manage diaries, workflows and tasks effectively
Excellent communication skills, both written and verbal
Strong organisational and time management skills
Positive and professional telephone manner
Ability to build effective working relationships
High level of integrity and professionalism
Commitment to continuous learning and development
Professional and compliant approach to handling client data
Strong IT literacy and systems experience
Experience handling enquiries and supporting stakeholders
Nice to have:
Familiarity with CRM systems (e.g. Intelliflo Office)
Understanding of data protection and confidentiality requirements
Awareness of regulatory and compliance standards
Previous experience in an administrative or data entry role
Experience working with client data or CRM systems
Experience in a regulated financial services organisation