Insurance Business Support Administrator

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. With an eye to the next decade, 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. In the last four years alone, we’ve raised over a million pounds to support some incredible causes. We are currently recruiting for our growing teams who are based in our head office in Horsforth.

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.