Client Support Executive Lansdown Insurance Brokers · Cheltenham · Hybrid Remote

4 weeks ago

Cheltenham Gloucestershire, United Kingdom Benefact Group plc Full time

Duration: Permanent

Hours: Monday-Friday 9.00am-5.15pm

Location: Cheltenham

About the role

We have an exciting opportunity for an Client Support Executive to join our business Lansdown Insurance Brokers in Cheltenham.

You'll be part of ourteam supporting our “right first time” approach to customer service.

We are looking for someone who is passionate about delivering an exceptional service, you'll have a proven track record within a customer focussed role.

Joining our rapidly expanding and innovative Group presents a fantastic opportunity to develop your career and become an integral part of an inclusive, purpose-led organisation.

Key responsibilities
  • To assist Partnership Team in client communication, from renewal, adjustment and new business perspective in line with Lansdown’s strategy

  • Plan, prioritise and manage individual work to deliver agreed objectives and meet SLAs to deliver exceptional customer service

  • Use the appropriate method of communication to support Lansdown’s right first-time approach in order to maintain successful Internal and External relationships

  • Understand and operate within regulatory framework and identify and escalate any risks to the business

  • To service existing Lansdown clients – Commercial and Residential Property
  • Manage diary system

  • Load data onto insurer portals

  • Manage renewal lists
Knowledge, skills and experience

  • Proven experience of working within a fast paced administrative role, preferably Insurance
  • Ability to develop relationships with clients, agents, insurers etc.
  • Excellent, professional and confident communication skills
  • Flexibility
  • Ability to manage own workload
  • Ability to construct effective written communications
  • Work well within a team and under pressure
  • Confident numeracy skills
  • Advanced IT skills, including Excel
What we offer

  • A competitive salary - let's discuss it
  • Hybrid working
  • Competitive Personal Pension
  • Bonus scheme
  • 22 days annual leave plus bank holidays
  • An array of health and wellbeing benefits, including private healthcare
  • Volunteer day
  • Onsite parking
  • Full study support and study leave to complete insurance industry professional qualification
  • EAP Scheme
About us

Lansdown Insurance Brokers were established in Cheltenham over 50 years ago and have built a reputation for excellent customer service. In 2014 we were purchased by SEIB Insurance Brokers and are now proudly part of the Benefact Group .

Benefact Group is a unique international financial services group made up of over 30 businesses. We are owned by a charity and currently the 3rd largest corporate donor in the country, having given away £200 million since 2016. We have an ambitious plan to become the number one corporate donor with strategic objectives in place to double the groups size over the next five years.

We have a friendly family environment with care for our teams and handholding of our clients being at the top of our agenda. Our staff know how to work hard but also how to enjoy themselves We pride ourselves on creating an appropriate work-life balance, valuing wellbeing, flexibility and being part of a team.

At Benefact Group, we are committed to creating an inclusive culture and building an environment where each and every one of us feels valued and respected. We are a community made up of people with a range of different backgrounds, abilities, perspectives, beliefs and interests and we value the strength this brings to us as a Group. We welcome applications from everyone.

If you need any additional support during the recruitment process, then please let us know.

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