Customer Support Executive

2 days ago


Worcester Park, United Kingdom You Recruitment Ltd Full time

We are looking for a dedicated and detail-oriented Customer Support Executive to join our financial services client here in Worcester Park, Surrey.


This position plays a crucial role in supporting an insurance broker and ensuring smooth administrative operations. In this role you will work in a supportive and collaborative environment, where there are opportunities to develop your administrative skills.


If you thrive in a structured, client-focused environment and enjoy multitasking, this opportunity could be perfect for you Ideally candidates would come from a financial service or insurance background.


Location: Worcester Park, Surrey office-based role, hours are Monday - Thursday 8.45am - 5pm and Friday 8.45am-4.00pm


What does the role involve:


  • Assisting the insurance broker with adding clients to the system.
  • Completing trust forms and health questionnaires with clients.
  • Following up with providers and clients for underwriting and form completion.
  • Maintaining and updating figures and spreadsheets.
  • Drafting wills after advice has been provided.
  • Sending all relevant documents to clients.


What We're Looking For:


  • Strong organisational and administrative skills.
  • Ideally applicants will come from an insurance or financial services background.
  • Excellent communication and interpersonal abilities.
  • Proficiency in managing spreadsheets and data entry.
  • A keen eye for detail and commitment to accuracy.


If you are proactive, reliable, and eager to contribute to a busy and rewarding administrative role, we’d love to hear from you



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