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Client Services Insurance Technician

Reed

Cheltenham

Hybrid

GBP 28,000 - 40,000

Yesterday
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Job summary

An established industry player is seeking a highly organized individual with a strong background in the insurance sector for a dynamic administrative role. This full-time position offers a blend of office and remote work, allowing you to manage client support and business inquiries effectively. You will work closely with the Managing Director, ensuring optimal use of their time while handling essential administrative tasks. If you thrive in a fast-paced environment and have excellent communication skills, this opportunity is perfect for you. Join a supportive team and enjoy generous benefits, including private medical insurance and a company pension.

Benefits

25 days’ holiday plus bank holidays

Private medical insurance

Life insurance

Company pension

Cycle to work scheme

Qualifications

  • Experience in the insurance industry and providing senior-level client support.
  • Strong communication and time-management skills are essential.

Responsibilities

  • Manage new business opportunities and provide support to the Managing Director.
  • Handle inquiries and ensure timely completion of tasks.

Skills

Insurance sector knowledge

Client support

Communication skills

Time-management skills

Organisational skills

IT skills (MS Office)

Tools

MS Word

MS Excel

MS PowerPoint

MS Outlook

Job description

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!

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