Client Administrator

Partners&.; Chester; On-site; GBP 26,000 - 36,000; Full time

Job summary

Partners& in Chester seeks an experienced Client Administrator to support account management and client service activities. You will act as the primary liaison between brokers, clients, and internal teams to ensure seamless risk-management solutions delivery.

The role involves handling client onboarding, documentation, data entry in CRM, and coordinating renewals. Strong communication, organisation, and attention to detail are essential for success in a fast-paced environment.

Qualifications

• 2+ years of experience in client administration, broking, or insurance-related roles.
• Proficiency in CRM software, Microsoft Office Suite, and industry-specific platforms.
• Knowledge of insurance products, policies, and broking processes is advantageous.
• Excellent communication and interpersonal skills.
• Strong organisational and multitasking abilities.
• High attention to detail and accuracy.
• Problem-solving and analytical thinking.

Responsibilities

• Serve as the primary point of contact for client inquiries and service requests.
• Maintain regular communication with clients to address questions, resolve issues, and provide updates on account status.
• Build and nurture strong client relationships to support long-term engagement.
• Prepare and manage client documentation, including contracts, policies, and agreements.
• Ensure timely issuance of insurance certificates, endorsements, and policy schedules.
• Maintain accurate client files and records in compliance with regulatory and company standards.
• Assist brokers in preparing for client meetings by compiling relevant data, policy details, and reports.
• Coordinate renewals, amendments, and endorsements with internal teams and underwriters.
• Track and follow up on outstanding client or policy-related matters.
• Input and update client and policy details in the CRM system.
• Generate and analyse reports for brokers and management to monitor client accounts, claims, and market trends.
• Ensure the accuracy and completeness of all data to support decision-making.
• Ensure compliance with regulatory requirements and company policies in all client interactions and documentation.
• Support audits by providing accurate records and reports as needed.
• Identify and escalate potential risks or issues to the appropriate teams.
• Facilitate the client onboarding process, including the collection of required documentation and information.
• Coordinate the policy placement process, ensuring timely submission of proposals and quotes.
• Provide guidance to clients on policy terms, conditions, and coverage details.
• Manage scheduling and correspondence for client meetings, presentations, and reviews.
• Provide administrative support to the team, including organising files, tracking deadlines, and handling routine communications.
• Support the implementation of new tools or processes to enhance client service delivery.

Skills

Client administration

Excellent communication

Organisational skills

Attention to detail

Problem solving

Tools

CRM software

Microsoft Office Suite

Job description

The Client Administrator plays a pivotal role in supporting account management and client service activities. This position ensures seamless communication between brokers, clients, and internal teams, contributing to the efficient delivery of risk management solutions for our clients.

KEY RESPONSIBILITIES / TASKS

1. Client Support & Relationship Management
   • Serve as the primary point of contact for client inquiries and service requests.
   • Maintain regular communication with clients to address questions, resolve issues, and provide updates on account status.
   • Build and nurture strong client relationships to support long-term engagement.
2. Administrative Coordination
   • Prepare and manage client documentation, including contracts, policies, and agreements.
   • Ensure timely issuance of insurance certificates, endorsements, and policy schedules.
   • Maintain accurate and up-to-date client files and records in compliance with regulatory and company standards.
3. Support to Brokers
   • Assist brokers in preparing for client meetings by compiling relevant data, policy details, and reports.
   • Coordinate renewals, amendments, and endorsements with internal teams and underwriters.
   • Track and follow up on outstanding client or policy-related matters.
4. Data Management & Reporting
   • Input and update client and policy details in the customer relationship management (CRM) system.
   • Generate and analyse reports for brokers and management to monitor client accounts, claims, and market trends.
   • Ensure the accuracy and completeness of all data to support decision‑making.
5. Compliance & Risk Management
   • Ensure compliance with regulatory requirements and company policies in all client interactions and documentation.
   • Support audits by providing accurate records and reports as needed.
   • Identify and escalating potential risks or issues to the appropriate teams.
6. Client Onboarding & Policy Management
   • Facilitate the client onboarding process, including the collection of required documentation and information.
   • Coordinate the policy placement process, ensuring timely submission of proposals and quotes.
   • Provide guidance to clients on policy terms, conditions, and coverage details.
7. General Office Support
   • Manage scheduling and correspondence for client meetings, presentations, and reviews.
   • Provide administrative support to the team, including organising files, tracking deadlines, and handling routine communications.
   • Support the implementation of new tools or processes to enhance client service delivery.

QUALIFICATIONS

• Experience: 2+ years of experience in client administration, broking, or insurance-related roles.
• Technical Skills: Proficiency in CRM software, Microsoft Office Suite, and industry-specific platforms.
• Knowledge: Familiarity with insurance products, policies, and broking processes is advantageous.
• Excellent communication and interpersonal skills.
• Strong organisational and multitasking abilities.
• High attention to detail and accuracy.
• Problem-solving and analytical thinking.

KEY COMPETENCIES

• Client-centric mindset with a focus on delivering exceptional service.
• Ability to work collaboratively in a fast-paced environment.
• Adept at managing multiple priorities and deadlines effectively.
• Strong ethical standards and confidentiality in handling client information.

CAREER GROWTH OPPORTUNITIES

This role provides a pathway to advance into senior client management, broking, or account executive positions. Through exposure to diverse client portfolios and a dynamic work environment, the Client Administrator gains valuable insights and expertise in the broking and insurance industry.