Customer Service Liaison

1 day ago


Worcester Park, Greater London, United Kingdom You Recruitment Ltd Full time

About the Role

We estimate the salary for this position to be around £25,000-£28,000 per annum, depending on experience. The successful candidate will work in a structured environment, ensuring smooth administrative operations and supporting an insurance broker.

Key Responsibilities

  • Assist the insurance broker with adding clients to the system.
  • Complete trust forms and health questionnaires with clients.
  • Follow up with providers and clients for underwriting and form completion.
  • Maintain and update figures and spreadsheets.
  • Draft wills after advice has been provided.
  • Send all relevant documents to clients.

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