Client Services Administrator - Cheltenham, United Kingdom - Benefact Group

Benefact Group

Verified Company

Cheltenham, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Duration:
Permanent

Hours:
Monday-Friday 9.00am-5.15pm

Division:
Client Services

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.

This is a fantastic opportunity to join a rapidly growing and forward thinking business, giving you a real opportunity to develop your career and be part of a 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.