Client Services Administrator

7 days ago

Cheltenham, United Kingdom Benefact Group Full time

**Duration**:Permanent

**Hours**: Monday-Friday 9.00am-5.15pm

**Location**:Cheltenham

**About the role***:
We have an exciting opportunity for an **Client Services Administrator **to join our business **Lansdown Insurance Brokers** in **Cheltenham.**

You'll be part of our** Client Services Team** 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**
***:

- Answering incoming calls & transferring to the appropriate staff member
- Meet and greet clients and guests
- Checking supplies and ordering stationery
- Building maintenance: Arranging for contractors to quote for any work that needs to be done, and when appropriate arrange a time and date for work to be completed. Arrange routine servicing of boiler, air con, fire alarm, burglar alarm etc.
- Admin support including sending Policy Documents to clients and issuing Receipts
- Processing payments
- Settling Accounts
- Contacting clients for renewals and outstanding payments
- Issuing documents
- Contacting insurers for claim update and settlements
- Loading data onto operating system
- General administrative duties

**Knowledge, skills and experience**
***:

- 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

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

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