Operations Admin Manager in Leeds

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.

Responsibilities include:

• 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.
• 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.
• Attending 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.

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. The ideal candidate will possess:

• Excellent communication skills with a strong level of written and spoken English including grammatical proficiency.
• Enthusiasm, a positive attitude and willingness to learn and support others.
• The ability to efficiently manage your own workload often without supervision.
• Experience of CRM systems and the ability to understand systems and processes is preferable.
• Proficiency in Microsoft Word, Outlook and Excel with strong organisational/administrative skills.

At Bartlett, we offer a comprehensive and competitive benefits package designed to support your financial wellbeing, health, work-life balance and long-term career development:

• 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.
• 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.
• 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.

Work-Life Balance:

• 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.
• 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.

Alongside our core benefits, we offer a range of perks that reflect our culture and help make working at Bartlett enjoyable, rewarding and sociable:

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

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. 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. 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.