Client Support Administrator
Hours: Full-time
Location: Brighton (hybrid working available after training)
Salary: Competitive
About the company:
Drewberry Insurance, part of Brown & Brown UK, is a fast-growing financial advisory business based in Brighton. The firm is extremely well respected in the industry, having been nominated for numerous awards and is frequently quoted in leading newspapers, such as the Financial Times and The Independent.
Within the business there is a vibrant environment where everyone’s views and opinions are taken seriously, allowing everyone to contribute to the growth and success of the company. There’s a great team spirit and colleagues often socialise together outside of work.
About the role:
You will work alongside the existing Client Support Team to provide support to our team of Insurance Advisers, who advise customers on income protection insurance, life insurance, critical illness cover and private health insurance. You will also work closely with customers and insurers. The main duties of the role include:
*Completing insurance applications with customers over the telephone
*Producing letters for customers detailing our recommendation(s)
*Data migration of customer file information for external compliance checks
*Contacting insurers on behalf of our advisers to gain underwriting decisions
*Providing assistance to customers at the point of claim and when setting up trusts
Development opportunities
Each department of the business has a clear progression pathway plan and all staff have their own personal development plan. The company is happy to sponsor staff through professional qualifications with the Chartered Insurance Institute (CII).
Previous employees in this role have progressed to Senior Client Support and Adviser / Consultant positions within the department or have chosen to move across to our employee benefits department. Although it takes time, effort and passing professional exams, there is a clear pathway to build a financial services career.
Required skills:
When completing applications, you will be asking customers to disclose medical information which can be complex and sensitive, so it is essential that you have a sensitive and professional telephone manner. Equally important is a high attention to detail, as the process involves careful data entry.
You will use standard office software, such as Word, Outlook and Excel, as well as in-house systems, so you will need to have solid computer skills.
Experience of working in financial services is an advantage but is not essential.
For more information please apply online or contact Dan Hurley.