Agency Specialist

2 weeks ago


Tunbridge Wells, Kent, United Kingdom AXA Health Full time £20,000 - £24,000 per year

The Intermediary Relationship Support team provides compliant, efficient intermediary onboarding and ongoing administration to AXA Health's distribution partners, ensuring FCA alignment, accurate data management, and timely support to grow sales.

You will provide contractual, systems and sales support to our intermediary population, ensuring compliance with the current regulatory framework. You will manage intermediary applications, contract administration, system data integrity, network administration, sales support, agency links, digital transformation, and global health administration, delivering accurate, timely, and compliant service. Part Time 22.5 hours per week.

At AXA we work smart, empowering our people to balance their time between home and the office in a way that works best for them, their team and our customers. You'll work at least two days a week (40%) away from home, moving to three days a week (60%) in the future. Away from home means either attendance at one of our office locations, visiting clients or attending industry events.

We're also happy to consider flexible working arrangements, which you can discuss with Talent Acquisition.

What you'll be doing:

  • Intermediary Applications for Terms of Business: guide intermediaries through the agency application process by phone and email; conduct due diligence per regulatory guidelines.
  • Contract Administration: prepare and issue intermediary contracts and addendums; complete terminations in line with terms and deadlines.
  • Systems Administration: create and maintain intermediary data across management systems; ensure FCA alignment; update contact, bank, and related data; set up/amend commission rates in our commission management system.
  • Network Administration: support networks with agreements; maintain membership lists; provide membership reports to internal teams for payments.
  • Sales Support: set up user accounts for online quoting; advise on quotes/sales/policy queries; coordinate with other teams to resolve issues; produce regular sales reports.
  • Agency Links: process appointment and authority letters; verify forms; forward to Commissions with linking instructions.
  • Digital Transformation: AXA Health Plan rollout to intermediaries; create Salesforce broker accounts and assist with testing and issue reporting.
  • AXA Global Health: provide agency administration services; process intermediary applications/terms of business; maintain records in Actisure/Salesforce; apply commission rates; process letters of appointment; conduct due diligence against international regulatory guidelines.

Due to the number of applications we expect to receive for this role, we reserve the right to close this advert earlier than the listed closing date to ensure we're able to effectively manage interest. Therefore, if you're interested in joining us at AXA, please don't hesitate to apply.

What you'll bring:

  • 2+ years customer service experience
  • Excellent written and oral communication skills
  • High attention to detail and accuracy
  • Ability to deliver to tight timescales
  • General understanding of FCA regulation, including Consumer Duty
  • Experience with intermediary administration, TOBA/LOA processes, and contract management
  • Familiarity with AXA Health systems (Salesforce, Actisure) and data entry
  • Ability to liaise effectively with intermediaries, networks, and internal teams (e.g., Relationship Managers, Underwriting, Membership)

As a precondition of employment for this role, you must be eligible and authorised to work in the United Kingdom.

This position has been defined as an Insurance Distribution Directive (IDD) role under the IDD regime which means that in addition to pre-employment screening checks, the successful candidate will be subject to background screening every 4 years with an annual declaration in interim years.

What we offer:
At AXA UK, we're appreciative of the people who work for us and our rewards package is reviewed regularly to reflect that. You can expect to receive:

  • Competitive annual salary of up to £24,000 (pro-rated)
  • Annual company & performance-based bonus
  • Contributory pension scheme (up to 12% employer contributions)
  • Life Assurance (up to 10 x annual salary)
  • Private medical cover
  • 25 days annual leave plus Bank Holidays
  • Opportunity to buy up to 5 extra days leave or sell up to 5 days leave
  • Wellbeing services & resources
  • AXA employee discounts

To apply, click on the 'apply for this job' button, you'll then need to log in or create a profile to submit your CV. We're proud to be an Equal Opportunities Employer and don't discriminate against employees or potential employees based on protected characteristics. If you have a long-term condition or disability and require adjustments during the application or interview process, we're proud to offer access to the AXA Accessibility Concierge. For our support, please send an email to bayley.-

FeelgoodHealth

Who we are:
At AXA Health, we're passionate about helping our members to put their health first, whether that's individuals and families, small businesses, or huge corporates. From fast access to diagnosis and treatment, to guidance and tools that can help them manage their health every day, not just when there's a problem, our members can be confident we'll guide them, every step of the way.



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