Policy Administrator

Policy Administrator

Job Reference: MT0526

Admin and Secretarial Liverpool, Merseyside £24,740 per annum Permanent

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 or email

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