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- Tasks: Support our dynamic Broking teams with admin tasks and client engagement.
- Company: Join Bartlett, a top UK insurance broker with a rich history and strong community focus.
- Benefits: Enjoy hybrid working, private healthcare, enhanced pension, and a wellbeing subsidy.
- Why this job: Be part of a growing team that values your contributions and supports meaningful causes.
- Qualifications: Experience in insurance admin, strong communication skills, and proficiency in Word and Excel required.
- Other info: Join us in making a difference while enjoying a vibrant workplace culture.
The predicted salary is between 28800 - 43200 £ per year.
The Company: Established in 1940, Bartlett is one of the UK’s leading independent insurance brokers and financial advisers. Recognised for our enduring focus on clients and employees, we have been named as UK Broker of the Year, Commercial Lines Broker of the Year, the UK’s #1 Financial Adviser in the Financial Times Top 100 and Best Employer at the Yorkshire Financial Awards. Today, the business is proudly managed by the third generation of the Bartlett family. We act for businesses, charities and individuals across the UK – from manufacturing firms to large financial institutions. Our clients include firms and families we have worked with for generations. We’re perfectly placed to continue to create meaningful and enjoyable careers for our colleagues across the UK, whatever their role. And when you join Bartlett, you also help support vulnerable young people across the UK and abroad by giving 8% of our profits to support grassroots organisations.
What We’re Looking For: We’re seeking a driven, detail-oriented team player to provide essential support within our high-performing Broking teams. Responsibilities include:
- Maintaining accurate client records
- Processing policy documentation
- Documenting and delivering timely responses, adhering to Bartlett’s client service principles
- Providing general administrative support to the team
- Collating information and managing task reminders
- Populating and analysing data
- Assisting with creative projects and market research
- Supporting department admin functions (e.g., post, switchboard)
- Issuing invoices, resolving accounts queries, and managing aged debt
- Ensuring brokers receive insurer documents promptly
Ideal Candidate:
- Previous experience in an insurance or professional services admin role
- Strong telephone and client engagement skills
- Self-motivated, organized, and efficient
- Proficient in Word and Excel
- Able to manage workload effectively and meet internal SLAs
- Committed to maintaining necessary industry knowledge, including CPD requirements
- Knowledge of FCA regulations and compliance requirements
- Excellent communication skills and the ability to build strong working relationships
- Comfortable working in a fast-paced, dynamic environment
- Experience with insurance broking software and industry qualifications would be advantageous
Rewards:
- Competitive salary (dependent on experience)
- Enhanced pension contributions (5% employee, 7% employer)
- Private Healthcare: BUPA
- Income protection
- Wellbeing Subsidy £500 pa (for use towards health and lifestyle costs)
- 25 days annual leave + bank holidays (option to buy/sell up to 5 additional days) increasing with service
- Salary sacrifice EV Schemes
- Free onsite EV chargers
- Employee Volunteering leave
- Access to a cash health plan
- Annual salary reviews
- Hybrid working with recently modernised office with onsite gym, showers, wellbeing library and more
- Frequent social events plus much more: discounts, learning and wellbeing
Due to the volume of applications, we are unable to offer feedback to all submissions. If you have not heard from us within 14 days, you have been unsuccessful on this occasion. Bartlett is an equal opportunities employer and welcomes applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age. At Bartlett, we are dedicated to securing top-tier talent for our team, prioritising an exceptional candidate experience. We prefer direct engagement with candidates and do not require additional agency support for this role.
Insurance Business Support Administrator employer: Whatsoninleeds
Contact Detail:
Whatsoninleeds Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance Business Support Administrator
✨Tip Number 1
Familiarise yourself with the insurance industry, especially focusing on FCA regulations and compliance requirements. This knowledge will not only help you in interviews but also demonstrate your commitment to maintaining necessary industry standards.
✨Tip Number 2
Highlight your organisational skills during any interactions with the team. Being detail-oriented is crucial for the role, so share examples of how you've effectively managed workloads or maintained accurate records in previous positions.
✨Tip Number 3
Prepare to discuss your experience with insurance broking software. If you have any specific tools or platforms you're familiar with, mention them, as this could set you apart from other candidates.
✨Tip Number 4
Engage with Bartlett's community initiatives and values. Showing that you resonate with their commitment to supporting vulnerable young people can make a positive impression and align you with their company culture.
We think you need these skills to ace Insurance Business Support Administrator
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the responsibilities and skills required for the Insurance Business Support Administrator position. Tailor your application to highlight how your experience aligns with these requirements.
Highlight Relevant Experience: Emphasise any previous experience in insurance or professional services administration. Use specific examples to demonstrate your strong telephone and client engagement skills, as well as your proficiency in Word and Excel.
Showcase Your Skills: Make sure to showcase your organisational skills and ability to manage workloads effectively. Mention any knowledge of FCA regulations and compliance requirements, as this is crucial for the role.
Craft a Strong Cover Letter: Write a compelling cover letter that reflects your enthusiasm for the role and the company. Discuss why you want to work at Bartlett and how you can contribute to their mission of supporting clients and vulnerable young people.
How to prepare for a job interview at Whatsoninleeds
✨Know Your Stuff
Familiarise yourself with Bartlett's history, values, and recent achievements. Understanding their commitment to clients and community support will show your genuine interest in the company.
✨Highlight Relevant Experience
Be ready to discuss your previous roles in insurance or professional services. Emphasise your administrative skills, client engagement experience, and any knowledge of FCA regulations to demonstrate your fit for the role.
✨Showcase Your Communication Skills
Prepare to articulate your thoughts clearly and confidently. Since the role involves client interaction, practice answering questions in a way that reflects your ability to build strong working relationships.
✨Ask Insightful Questions
Prepare thoughtful questions about the team dynamics, growth opportunities, and how Bartlett supports its employees. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
