Client Services & Operations Support Assistant

Howden Group; West of England; On-site; GBP 23,000 - 32,000; Full time

Benefits offered by this job

Hybrid working

Flexible hours

Reasonable adjustments

Job summary

Howden Group is seeking a detail-oriented administrator to support Client Service and Operations. You will manage pre-renewal tasks, post-renewal processing, and key data trails to ensure accuracy and timely client service.

Ideal candidates have GCSEs including Maths and English, strong MS Office skills, and an eye for detail. Training will be provided for insurance processes, with hybrid working and opportunities to grow within a global team.

Qualifications

• GCSEs including Mathematics and English Language essential.
• Proficient in MS Office software (Word, Excel, etc.).
• Strong attention to detail and accuracy in documentation.

Responsibilities

• Carry out pre-renewal tasks and create robust document trails.
• Provide post-renewal service to finalise client placement and related actions.
• Assist with mid-term adjustments and prepare claims reports.
• Respond to department and client requests in a timely manner.
• Maintain data quality and ensure compliance with policies.

Skills

Attention to detail

Communication skills

Prioritisation

Organisational skills

Teamwork

Education

GCSEs including Mathematics and English Language

CII qualifications (preferred)

Tools

MS Office

Excel

Word

Job description

Who are we? Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 24,000 employees spanning over 56 countries. People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work / life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden.

The Role

The jobholder will carry out a range of broking and technical duties to support the Client Service and Operations teams ensuring that their activities are completed in accordance with the relevant Company and/or Group policies.

What you’ll do

Reporting

• Under the direction of Line Manager and other senior colleagues, determines priorities and activities to achieve both business and personal goals
• Manages assigned projects and contributes to other projects as required
• Provides relevant management information as required by senior management

General

• Carrying our pre renewal tasks and creating a robust document trail in accordance with set parameters for scheme and open market business
• Providing a post renewal service to finalise clients placement and all association actions with responsibility for diary and follow ups as required
• This will include but not be limited to, ERN chasers, Subjectivity chasers, Claims LOGS, chasing of final documents from insurers
• Assisting with Mid Term adjustments as required
• Preparation of claims reports
• Respond to the departments requirements as appropriate
• Responds to clients (internal and external) as appropriate
• Behaves with all clients (internal and external) fairly and ethically

Finance

• Ongoing management of aged debt
• Management of return of client money
• Management of accounts queries and corrections
• Setting Up and management of Premium Finance loans
• Management of timely debiting and liaising with central Invoice processing team on queries for Open Market Preparation of month end invoicing due diligence

Sales Support

• Maintenance of data on prospecting system
• Prospecting system super user

Security and Counterparty

• Robust knowledge of SCP systems and controls
• Management of SCP queries within the broking teams

Regulatory and Compliance

• Data input of Contract Certainty
• Input and review of FCA Classifications and other regulatory data points
• Highlighting of upcoming Vulnerable Customers and associated actions
• Ensures compliance of self and direct reports (if any) with all applicable legal, fiscal and regulatory obligations in the form of policies and procedure
• Ensures correct authorisation is obtained and processes followed when required by the Operating Entity and/or Group
• Ensures performance, HR and T&C records are up to date and meet the Operating Entity and/or Group’s requirements (which will include those of direct reports if any)
• Maintains accurate records and deals with correspondence appropriately
• Operates in an honest, professional and ethical manner
• Strictly adheres to the Group Employee Code of Conduct
• Completes all relevant regulatory training
• Data Quality & management & IT
• Responsibility for quality of data input
• Resource to input or correct data as required by the business
• System testing support, policy migration and crisis management support in relation to IT projects and deployments

Who we’re looking for

Experience not essential, training will be given. However, preference will be given to applicants who have some experience of working in an office environment in an administrative capacity and a desire to work in insurance. Understanding of processes and procedures within the insurance market Attention to detail with the ability to produce accurate documentation and to file documents appropriately Ability to work independently and within a team Good prioritisation and organisational skills Self -motivated Ability to communicate effectively, both verbally and in writing, with internal and external stakeholders GCSE’s (or equivalent) including mathematics and English Language essential Technically proficient in MS Office software, including Work and Excel Commitment to work towards CII Qualifications

What do we offer in return?

A career that you define. At Howden, we value diversity – there is no one Howden type. Instead, we’re looking for individuals who share the same values as us: Our successes have all come from someone brave enough to try something new We support each other in the small everyday moments and the bigger challenges We are determined to make a positive difference at work and beyond Reasonable adjustments We're committed to providing reasonable accommodations at Howden to ensure that our positions align well with your needs. Besides the usual adjustments such as software, IT, and office setups, we can also accommodate other changes such as flexible hours* or hybrid working*.

Permanent

Howden began in 1994, as just three people and a dog. Now there are 23,000 of us, and we're a leading global insurance group, managing $37bn of premiums for our clients. Our largest shareholder group is us – the people who work in the business – supported by three long-term, minority growth-equity partners who share our vision to build a business to last, one that will never be sold. The owner's mindset is something that's embedded in our culture; our people readily take ownership of their decisions, their actions, and their outputs. They’re invested in every sense. And we all know that by working together to drive the business forward, everyone will benefit from the extraordinary results we can achieve.