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Client Services Insurance Technician

Reed
Posted 8 days ago, valid for a month
Location

Cheltenham, Gloucestershire GL544NB, England

Contract type

Full Time

Life Insurance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A Cheltenham-based Insurance Business is seeking a highly organized candidate with strong administrative skills and excellent communication abilities for a new full-time, permanent role.
  • The position requires a minimum of five years of experience in the insurance sector, specifically providing senior-level client support.
  • The successful candidate will work in the office four days a week and have the flexibility of home working on Fridays, with a salary range of £30,000 to £40,000 depending on experience.
  • Key responsibilities include managing new business opportunities and renewals, providing administrative support to the Managing Director, and ensuring accuracy in client documentation.
  • Additional benefits include 25 days of holiday, private medical insurance, life insurance, and a company pension.

Do you have a strong knowledge of the Insurance sector? Are you highly organised with a strong ability to action administration tasks?Do you have excellent communication skills?

If so, I have a fantastic BRAND NEW role with a Cheltenham based Insurance Business.

I’m currently exclusively partnering with my client on their hunt for their next employee.This full-time, permanent position involves working in the office four days a week (Monday to Thursday) with Friday Home working,The successful candidate will have a wealth of experience from the Insurance sector and will have provided client support at a senior level. 

Day-to-day of the role:

  • Manage new business opportunities and renewals alongside the Managing Director, ensuring optimal use of the MD’s time.
  • Provide general administrative and technical support to the MD and liaise with the wider team as necessary.
  • Handle new and renewal business inquiries, including incoming email correspondence and telephone calls.
  • Ensure daily tasks and time-sensitive items are completed.
  • Issue replies to external correspondence and assist in managing the MD's email inbox.
  • Obtain new business quotations and assist with renewals directly from insurers and underwriters.
  • Prepare and check client documentation in accordance with company standards.
  • Review and ensure accuracy in policy documents, schedules, and claim files.

Required Skills & Qualifications:

  • Previous experience in the insurance industry.
  • Previous experience providing senior-level client support.
  • Excellent written and verbal communication skills.
  • Positive attitude and genuine enthusiasm for working in a specialist insurance market.
  • Team player mentality with a cheerful, friendly, confident manner.
  • Ability to work independently with minimal supervision and make decisions where necessary.
  • Excellent time-management, organisational, and multi-tasking skills.
  • Strong IT skills, including proficiency in MS Word, MS Excel, MS PowerPoint, and MS Outlook.
  • Ability to communicate effectively at all levels within and outside the organisation.

Benefits:

  • 25 days’ holiday plus bank holidays.
  • Private medical insurance.
  • Life insurance.
  • Company pension.
  • Cycle to work scheme.

For Immediate consideration, please apply now!

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.