Intermediary Support Administrator Hybrid / 54 Hagley Road

BHSF Ltd; Birmingham; Hybride; GBP 28 000 - 34 000; Plein temps

Avantages offerts par ce poste

Hybrid working

29 days annual leave + Bank Holidays

Health Cash Plan

Employer pension contribution up to 10

Eye Health vouchers

Volunteer days

Résumé du poste

BHSF Ltd is seeking an Administrative & Operational Support Specialist for Intermediary Consultants. You will manage intermediary relationships, customer accounts and internal processes while delivering outstanding customer service.

Key duties include CRM updates, collaboration with sales and underwriting on renewals and claims, plus ensuring FCA, GDPR and Consumer Duty compliance. Hybrid role, 35 hours weekly, reporting to Head of New Business.

Qualifications

• GCSE level including English and Maths.
• Experience delivering high-standard administrative support.
• Knowledge of FCA regulations and data protection practices.

Responsabilités

• Provide administrative and operational support to Intermediary Consultants.
• Liaise with intermediaries, consultants and internal teams to maintain records.
• Support intermediaries in guiding customer organisations through decisions.
• Record customer interactions in CRM for reporting and tracking.
• Manage multiple customer accounts with strong planning and prioritisation.
• Work with sales and underwriting on renewals, pricing and claims.
• Handle lower-level complaints end to end.
• Maintain understanding of FCA regulations and complete CPD training.
• Ensure compliance with data protection, GDPR, DPA and FCA regulations.
• Follow health and safety requirements and Consumer Duty policies.

Connaissances

Intermediary relations

Customer account management

CRM systems

Microsoft Office

Customer service

Stakeholder management

Time management

Attention to detail

Problem solving

Independent working

Formation

GCSE English & Maths

Outils

CRM systems

Microsoft Office 365

Description du poste

Join a role where you'll be the vital link between intermediaries and customers, directly shaping business relationships that drive growth in the employee benefits sector.

What you'll be doing

You'll provide essential administrative and operational support to Intermediary Consultants. This includes managing intermediary relationships, customer accounts, and internal processes whilst delivering excellent customer service.

Key responsibilities:

• Provide high-standard administrative support to BHSF Intermediary Consultants
• Liaise with intermediaries, consultants, and internal teams to maintain accurate records
• Support intermediaries in guiding customer organisations through decision‑making processes
• Record all customer interactions via CRM system for reporting and tracking
• Manage multiple customer accounts simultaneously with strong planning and prioritisation
• Work closely with sales and underwriting colleagues on renewals, pricing, and claims
• Handle lower‑level complaints end to end
• Maintain understanding of FCA regulations and complete mandatory CPD training
• Ensure compliance with data protection, GDPR, DPA and FCA regulations
• Follow health and safety requirements and Consumer Duty policies

Working arrangements

• Hybrid working – office and home‑based/customer sites
• 35 hours weekly – Monday to Friday
• Reports to Head of New Business

Qualifications:

• GCSE level (or equivalent) including English and Maths

Experience and knowledge:

• Working knowledge of healthcare or employee benefits products
• Strong administration experience
• Experience with Microsoft Office applications and Microsoft 365
• Experience using CRM systems and maintaining customer records
• Excellent customer service and stakeholder management skills
• Strong administrative and organisational abilities
• Excellent verbal, written and virtual communication
• Time management and prioritisation
• Strong attention to detail
• Problem‑solving and complaint handling
• Ability to manage multiple priorities simultaneously
• Independent working whilst collaborating effectively in teams
• Solution oriented and self‑motivated
• Professional and customer focused
• Positive, proactive and adaptable approach

Other requirements:

• Driving licence
• Industry qualifications in Insurance, Employee Benefits, Financial Services, or Customer Service
• Experience within intermediary, insurance, employee benefits, or financial services
• Understanding of FCA regulated environments and Consumer Duty requirements

BHSF is a leading profit for good health and wellbeing provider with a proud history dating back to 1873. We put employee wellbeing at the heart of everything we do. By helping employees with their physical, mental, and financial health, we can make a positive impact on workplace wellbeing. We also help individuals by getting them the support they need when they need it most. Our services range from employee benefits, employee mental health support to health insurances. It doesn’t matter if a business has got 10 or 10,000 employees – we have something to suit everyone. This means we can get people the support they need as soon as possible. By intervening early, we can help keep employees in work and healthy.

This is an exciting time to be joining us as we embark on a transformation programme that aims to ensure BHSF are one of the leading providers of health and wellbeing services for working people across the UK.

With employee wellbeing at the heart of everything we do, our teams at BHSF have the opportunity to decide where and when they work in a way that allows them to perform at their best.

As part of our commitment to maintaining a safe and secure working environment, we conduct comprehensive identity and Disclosure and Barring Service (DBS) checks on all prospective employees. Employment offers are contingent upon successful completion of these checks. Our recruitment team will notify candidates once the DBS checks are completed to arrange a formal start date.

Competitive

Hours

35

29 days annual leave (plus Bank Holidays) – pro rated for part time roles Balance time, allowing you to achieve the perfect balance between your personal and professional commitments Hybrid working Enhanced Maternity, Paternity and Adoption leave Health Cash Plan cover Holiday Purchase Scheme (up to 5 days per year) Connect and RISE app access Salary Sacrifice Scheme for big purchases Eye Health vouchers Colleague Emergency Support Fund 5 volunteer days per year Up to 10% employer matched pension contribution (6% matched at 3% auto-enrolment) Life assurance