Client Services/Graduate Academy/Academy Role (Bedford)

Heat Recruitment; Bedford; On-site; GBP 23,000 - 26,000; Full time

Job summary

A London-based recruitment firm is seeking a Client Services Consultant for their Bedford office. This role offers a path through a Graduate Academy, preparing you to gain a Cert CII qualification while developing your skills in client relationship management. Responsibilities include submitting insurance risk information to insurers, maintaining records, and invoicing. The position comes with a competitive salary and benefits, including 20 days holiday, private medical insurance, and opportunities for progression.

Benefits

20 days holiday plus bank holidays

Private medical insurance

Fully funded education for Cert CII

Free onsite parking

Regular company events

Qualifications

• Strong communication skills to liaise with insurers and clients.
• Ability to manage multiple tasks and prioritize effectively.
• Eagerness to learn and develop within the insurance industry.

Responsibilities

• Submit client insurance risk information for quotations.
• Maintain accurate records in the company CRM system.
• Handle invoicing and mid-term adjustments for client policies.

Skills

Client relationship management

CRM proficiency

Invoicing skills

Education

Cert CII qualification

Tools

CRM systems

Job description

Client Services/Graduate Academy/Academy Role

The Position

Reporting to the Client Support Manager, based at the companies Head Office in Bedford, the Client Services Consultant will be responsible for undertaking all mid-term adjustments and queries received from existing clients and liaising with our insurers.

You will be pushed through a Graduate/ Academy role to become both proficient and qualified within the industry whilst working within a busy Client Services Department. You will also gain your Cert CII (certificate in insurance) qualification and will have access to internal and external coaching to assist in your progression. The company will provide a timetable to meet all departments within the business which will allow you a greater understanding of how each department contributes to their incredible stats. Our client has plenty of progressive routes available following graduation from the Client Services Department, all performance will be tracked via progress trackers which they will support you in completing.

Duties/Areas of Responsibility

• Submit client insurance risk information to insurers for quotations to be issued to clients (online and offline submissions)
• Competently use the company CRM system and ensure all records are kept up to date
• Fleet Adjustments
• Mid Term Adjustments for all policies
• Work closely with account handlers/insurers and build strong relationships across all departments
• Invoicing client’s mid term

Salary and Benefits

• £23k to £26k basic salary range
• 20 days holiday a year, plus bank holidays and numerous additional days off over Christmas and New Year, which increases to 25 days after 5 years’ service
• Private Medical Insurance through Vitality after 2 years of service
• Critical Illness and Death in Service after 5 years’ service
• Fully funded Cert CII Education
• Modern offices loaded with facilities
• Free onsite Parking
• Regular company business and social events