New Business Administrator

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:

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.

• Financial Security and Professional Support
• 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.
• Health and Wellbeing
• £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.
• 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.
• 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.