Graduate Client Services

O A; Leeds; On-site; GBP 23,000 - 26,000; Full time

Job summary

A top independent insurance broker is seeking a Client Services Administrator in Bedford. This entry-level position requires enthusiasm and a willingness to learn, offering comprehensive training and support. Responsibilities include submitting client insurance information, using CRM systems, and collaborating with team members. Ideal candidates will be proficient in Microsoft Office and have a keen attention to detail. Benefits include a competitive salary of £23,000 - £26,000 and additional perks.

Benefits

20 days holiday plus bank holidays

Private Medical Insurance after 2 years

Critical Illness benefits after 5 years

Fully funded Cert CII Education

Free onsite parking

Regular company events and social activities

Qualifications

• No previous experience required, but enthusiasm to learn and grow is essential.
• Proficiency in Microsoft Office is necessary.

Responsibilities

• Submit client insurance risk information to insurers for quotations.
• Use the company CRM system effectively and keep records updated.
• Create risk presentations.
• Complete sub-contractor questionnaires for clients.
• Manage Mid Term Adjustments for policies.
• Collaborate with account handlers and insurers.
• Process invoicing for clients' mid-term adjustments.
• Conduct compliance audits.

Skills

Keen to learn and develop

Proficient in Microsoft Office

Attention to detail

Enthusiastic with a desire to succeed

Job description

My client is a Top 100 UK Independent broker specializing in the commercial insurance industry. They have a positive and enthusiastic approach to winning and retaining business and offer a lively working environment. We are recruiting graduates or individuals interested in starting a career in insurance as Client Services Administrators. This is an entry-level role requiring enthusiasm and a willingness to learn.

What’s in it for you?

• 9.30am start time (9.30am - 5pm)
• 20 days holiday per year, plus bank holidays and additional days off over Christmas and New Year, increasing to 25 days after 5 years of service
• Private Medical Insurance through Vitality after 2 years of service
• Critical Illness and Death in Service benefits after 5 years of service
• Fully funded Cert CII Education
• Modern offices with facilities
• Free onsite parking
• Regular company events and social activities
• Dress down from March to October

Role responsibilities:

• Submit client insurance risk information to insurers for quotations
• Use the company CRM system effectively and keep records updated
• Create risk presentations
• Complete sub-contractor questionnaires for clients
• Manage Mid Term Adjustments for policies
• Collaborate with account handlers and insurers, building strong relationships
• Process invoicing for clients’ mid-term adjustments
• Conduct compliance audits

Candidate requirements:

• Keen to learn and develop
• Proficient in Microsoft Office
• Attention to detail
• Enthusiastic with a desire to succeed

Location: Bedford

Hours: Monday - Friday, 9.30am - 5pm

Salary: £23,000 - £26,000