Client Support Administrator

1 week ago

Preston, United Kingdom Santé Group Limited Full time

**Our successful and established business is looking to recruit a Client Support Administrator A brand new entry level role in to our growing company.**

We are an independent health insurance broker based in the village of Broughton on the outskirts of Preston, with great transport links, situated within 5 minutes of both the M55 and M6.

We are focused on employee wellbeing and implementing tailored solutions to make the workplace thrive We are firm believers in practicing what we preach and our employees enjoy a whole host of benefits including PMI, cash plans, travel insurance, EAP’s, mental health wellbeing platforms, health checks and plenty of discounts.

**Personal Specification**
- Enthusiastic, outgoing, versatile, team player
- Must have excellent attention to detail
- PC literate and possess a good overall working knowledge of all Microsoft packages such as Word, Excel and Outlook
- Excellent communication and interpersonal skills
- Excellent organisational
- Professional telephone manner

**Role Specific Responsibilities**
- To assist in the administration of a portfolio of policies for our Corporate and Individual clients.
- Provide support by being the first port of call for answering Nugent Santé and Santé Life’s phonelines.
- To maintain the firm’s bespoke customer database ArchAngel at all times.
- To answer any client queries accurately and in a professional and timely manner and to keep accurate clear and concise records for audit trail purposes.
- Providing administration support to the Client Support Advisers and Independent Insurance Consultants.
- Receive, sort and distribute daily mail/deliveries.
- Responsible for franking all outgoing mail and taking mail to a post box each day.
- Checking that all documentation received from insurers is accurate.
- To ensure that your allocated ‘task list’ is always kept up to date complying with the firm’s SLA’s.
- To ensure that all client information is treated in accordance with the Data Protection Act.
- Assist in maintaining good working relationships with insurance companies.
- Receive visitors by greeting and welcoming them.
- Any other ad hoc administration duties.

**Regulatory Responsibilities**

Awareness of the rules and regulations and practice requirements of all regulatory procedures including the Financial Conduct Authority, Data Protection Act and Anti Money Laundering Regulations.

**Knowledge, Experience and Qualifications**
- Knowledge of using Word, Excel, Outlook
- Well developed communication skills, both written and verbal.
- Excellent customer focus.
- Good time management.
- Clear telephone manner and clear listening skills.
- Team player.
- Flexible approach.
- To demonstrate drive and positive approach to work and a determination and motivation to achieve all tasks assigned accurately and in a timely manner.
- **This is not an exhaustive job description; however, it does highlight the principal responsibilities.**_

**Job Types**: Full-time, Permanent

**Salary**: From £16,000.00 per year

**Benefits**:

- Additional leave
- Company events
- Company pension
- Employee discount
- Free parking
- Health & wellbeing programme
- Life insurance
- Private dental insurance
- Private medical insurance

Schedule:

- Monday to Friday

**Education**:

- GCSE or equivalent (required)

Work Location: Hybrid remote in Preston

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