New Business Administrator in Leeds

Bartlett Employee Benefits is growing fast and looking for an enthusiastic and hard-working administrator to support our continued growth. Our team is the reason for our success, and we pride ourselves on providing all of our colleagues with the necessary support and culture to thrive. Working as a team and for each other is the priority.

This role provides important support to our New Business Team and the wider department. The role is primarily administrative tasks but there will be the opportunity to support on innovative new business projects to support the growth of the division.

The responsibilities for the role include:

• Responsibility for managing the administration of the new business pipeline including quotes, policy documents, chasing insurers and email filing.
• Maintaining accurate record keeping including processing and filing Pension, Group Risk, Healthcare quotes for prospects.
• Processing letters of authority of existing benefit programmes with insurers including chasing timely responses where necessary both externally and internally.
• Accurately populating new business documents which are client facing.
• Suggesting observations and improvements on policy documents to support new business.
• Collating market reviews and initial employee presentation content from stock material.
• Attend new business meetings with prospects, taking meeting minutes and collaboratively coordinating the administration of the new business process from start to finish.
• Managing day-to-day administrative tasks for the New Business Team.
• Maintaining relationships with providers and keeping provider contact details and agency codes up to date.

Our Ideal Candidate

We are seeking an individual with prior experience in an administrative or professional services environment who is looking to build a long-term career in administration within a professional services setting. Some of the experience, skills and behaviours which are important to us are:

• Proactive thinking including taking initiative for your own tasks and proposing ideas for continuous improvement in the team.
• Strong organisation and enjoyment of a fast paced but supportive role.
• Ability to work to tight deadlines.
• Excellent communicator with a strong level of written and spoken English including grammatical proficiency.
• Enthusiasm, positive attitude and willingness to learn and support others.
• Being confident and happy to upwardly manage (where necessary) should you identify potential problems or bottlenecks.
• Experience of team environments and an understanding of the importance of the team and how one impacts another and how we can be successful.
• Ability to efficiently manage your own workload often without supervision.
• Experience of CRM systems and ability to understand systems and processes is preferable.
• You are proficient in Microsoft Word, Outlook and Excel with strong organisational/administrative skills.
• Ability to develop, nurture and maintain positive working and client relationships.

You will be joining a company and department that is proud to support every member of the team and we recognise that we are all part of our collective success. This team works hard, enjoys collaborating together and for the right person, this role provides an excellent opportunity for development.

Our Benefits:

• Competitive salary, based on experience.
• Competitive pension scheme via salary sacrifice, with a minimum 5% employee contribution and Bartlett contributing 7%.
• Private Medical Insurance with Bupa.
• Income Protection cover.
• Life Assurance of four times salary when enrolled in the pension scheme.
• Professional membership fees paid.
• Sponsored CII studies and ongoing professional development support.
• £500 annual wellbeing allowance to spend on a wide range of health and wellbeing initiatives, including health screenings, fitness apps, books, subsidised yoga classes and access to our in-house personal trainers.
• Employee Assistance Programme.
• Voluntary employee-funded Health Cash Plan through Medicash.
• Free use of our onsite gym, including Pelotons, subsidised personal training and fitness classes.
• 25 days annual leave, increasing to 27 days with service, plus bank holidays.
• Option to buy or sell up to 5 days' annual leave each year through salary sacrifice.
• Paid volunteering days to support causes that matter to you.
• Enhanced family-friendly leave policies.
• £300 contribution towards a suitable desk and chair for home working.
• Agile & Flexible working policy.
• Cycle to Work Scheme.
• Electric Vehicle Salary Sacrifice Scheme.
• Free onsite electric vehicle charging points.

The Added Extras

• Buddy programme to help you settle into life at Bartlett, including a complimentary welcome meal.
• Fortnightly pop-up restaurants, with meals subsidised.
• Regular onsite car wash visits.
• Quarterly team and company social events.
• Employee referral bonus for successfully introducing a new recruit to Bartlett.

About Bartlett Group

Established in 1940, Bartlett is one of the UK’s leading insurance brokers and financial advisers. Recognised for our enduring focus on clients and employees, in the last 5 years alone 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, acting for businesses across the UK – from regional firms to large multi-national employers. With an eye to the next decade (as opposed to the next quarter), 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. We do this by giving 8% of our pre-tax profits to support grassroots organisations. In the last four years alone, we’ve raised over a million pounds to support some incredible causes.

Please apply by submitting your CV. 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. We are committed to creating an inclusive recruitment process. If you require any reasonable adjustments during the application or interview process, please let us know and we will be happy to support you.