New Business Administrator

New Business Administrator Job Description Template

Our company is looking for a New Business Administrator to join our team.


  • Any other reasonable task that may be asked of you;
  • Following and updating threads on X-Plan and ensure all tasks are closed off on completion;
  • Send communication to client once new plans are in place, along with policy documents, where applicable;
  • Fund switches where new business is completed;
  • Send fortnightly communications to the Advisers with updates on their cases;
  • Submitting all forms of new business;
  • Ensuring that cases are progressed to the point of transfer completion and plans are put on risk;
  • Updating X-Plan with full plan details;
  • Adding fund accounts and initial funds – including full account details e.g. risk profile, account type, mandate etc;
  • General office duties as and when required;
  • Adding joint hirer details to pending proposals;
  • Producing finance documents for new agreements and forwarding them to the relevant broker in a timely manner;
  • Responsible for the maintenance of client’s accounts; inputting and updating any personal data;
  • Dealing with and resolving client requests and enquiries raised by clients;
  • Adhering to internal policies and procedures.


  • Motor Finance experience;
  • Processing of large volumes of data;
  • PC Literate – Word & Excel;
  • Appreciation of motor finance field sales based operations.