Client Services & Operations Support Assistant

Howden; West of England; Hybrid; GBP 21,000 - 32,000; Full time

Benefits offered by this job

Hybrid working

Reasonable adjustments

Job summary

Howden is seeking a proactive administrator to join our Client Service and Operations teams. You will carry out pre-renewal tasks, manage post-renewal activities, and support with Mid Term adjustments and claims reports to ensure accurate, timely client service.

With training provided, you will handle data entry, FCA classifications, and regulatory records, while maintaining strong diary and follow-up discipline in a collaborative, ethical environment.

Qualifications

• Attention to detail with the ability to produce accurate documentation
• Communication skills, both written and verbal
• Ability to work independently and in a team
• Good prioritisation and organisational skills
• Willingness to work towards CII Qualifications
• GCSE Maths and English essential

Responsibilities

• Carrying out pre-renewal tasks and creating a robust document trail
• Providing post-renewal service to finalise client placements and actions
• Assisting with Mid Term adjustments as required
• Preparation of claims reports
• Input and review of FCA classifications and regulatory data points
• Maintains timely diary and follow-ups with clients and insurers

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 Coutnerparty

• 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*.

If you're excited by this role but have some doubts about whether it's the right fit for you, send us your application – if your profile fits the role’s criteria, we will be in touch to assist in helping to get you set up with any reasonable adjustments you may require.

*Not all positions can accommodate changes to working hours or locations. Reach out to your Recruitment Partner if you want to know more.

Permanent