Client Services Coordinator

2 weeks ago


Glasgow, Glasgow City, United Kingdom Redwood Search Full time

Client Service Administrator
Employee Benefits Team

Glasgow

  • Hybrid 3 days in the office 2 at home
£23-25k

25 days holiday plus bank holidays

Excellent pension scheme and Medical Insurance

Are you passionate about your clients and have strong administration experience?

Are you interested in working for a world-class organisation, working with a variety of clients?

We are recruiting an Administrator to join our Glasgow Team.

This part of the business is responsible for advising corporate clients on all aspects of the insured benefits relating to Pensions, Group Income Protection, Group Life Assurance and Critical Illness.

What can you expect?


Working in a busy office environment building and maintaining administration of a portfolio of clients, supporting Consultants and liaising with Insurers.

What's in it for you?

  • Challenging yet friendly and diverse work environment
  • Exposure to a wide range of clients ensuring a varied workload
  • 25 days holiday with the option to buy/sell 5 days additional leave
  • Highly competitive benefits package including pension scheme, private medical insurance, income protection with the ability to further tailor it to suit your individual needs with options including discounted gym memberships, travel insurance, childcareand retail vouchers and much more

We will count on you to:

  • Support the consulting team in gathering, organizing, entering and analysing data to be used for various client projects.
  • Follow up with clients or existing vendors regarding missing or inaccurate information.
  • Gather benchmarking utilization or rate data from the vendors via a Request for Proposal and summarize the responses for presentation to the client by team members.
  • Work typically involves organizing plan design details and costs for further analysis by the team.
  • Checking data for reasonableness and following up where necessary.
  • Assist in the preparation of client presentations.
  • Develop charts in Excel to summarize data for use in PowerPoint.
  • Draft presentation is reviewed by more senior team members before final presentation to the client.
  • Ensure all client files have the most recent correspondence and client information.

What you need to have:

  • Strong background in Administration ideally within Employee Benefits, Group Risk, Insurance or banking but not essential
  • Experience of managing a portfolio of clients and queries
  • Excellent working knowledge of Microsoft Office suite
  • Confident with numbers
  • Hold strong client relationship skills
  • Excellent time management and planning/organisational skills
  • The ability to work to deadlines

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