Client Support Administrator

Fantastic company to work for with amazing benefits!

What’s in it for you?

• Competitive salary and opportunities for career growth
• Hybrid working to support a healthy work-life balance
• 25 days annual leave plus bank holidays, birthday off, and office closure over Christmas
• Company pension scheme with employer contribution
• Laptop, iPhone and equipment provided to support your role
• Monthly allowance for wellness, technology, travel or groceries
• Option to opt into private medical insurance, including cover for partners and children
• Death in service benefit
• Reimbursement for company mileage and approved expenses
• Access to training and professional development opportunities, including insurance training
• Opportunities to take part in volunteering initiatives each year

Must have's

• Strong organisational skills with excellent attention to detail
• Ability to manage workload effectively and prioritise tasks
• Confident working across multiple teams and collaborating with colleagues
• Proficiency in Microsoft Office, including Outlook, Excel and Word
• Strong time management skills with a focus on delivering excellent customer service

Nice to have’s
Experience using HubSpot
Previous experience working with insurance systems such as Acturis

So, what will you be doing?

• Supporting Brokers and the wider team to help maintain strong client relationships
• Monitoring renewal tracking and following up on updates where required
• Reviewing pending transactions and assisting with reporting processes
• Supporting end-of-month reporting and CRM record reconciliation
• Reviewing and chasing aged debt from clients
• Maintaining accurate and up-to-date records across internal systems
• Carrying out data hygiene activities across multiple platforms
• Assisting wider teams with internal projects and administrative support
• Entering risk information accurately and producing quotation reports
• Creating policies, processing acceptances and raising invoices using Acturis
• Producing renewal information request forms
• Preparing policy documentation packs and cover confirmations
• Creating documents such as No Claims Declarations and other supporting documentation

Interested? Send your CV to Cat @ i2i Recruitment today!

Our mission of ‘Making Recruitment Personal’ also means making recruitment fair. As a result, we are committed to reviewing every application with a sense of diversity and inclusion.

We strive to personally connect with each applicant, but due to the number of applications we receive, this is not always possible. We will still aim to update you on your application, regardless of if it’s successful.