Join a role where you'll be the vital link between intermediaries and customers, directly shaping business relationships that drive growth in the employee benefits sector.
What you'll be doing
You'll provide essential administrative and operational support to Intermediary Consultants. This includes managing intermediary relationships, customer accounts, and internal processes whilst delivering excellent customer service.
Key responsibilities:
- Provide high-standard administrative support to BHSF Intermediary Consultants
- Liaise with intermediaries, consultants, and internal teams to maintain accurate records
- Support intermediaries in guiding customer organisations through decision-making processes
- Record all customer interactions via CRM system for reporting and tracking
- Manage multiple customer accounts simultaneously with strong planning and prioritisation
- Work closely with sales and underwriting colleagues on renewals, pricing, and claims
- Handle lower-level complaints end to end
- Maintain understanding of FCA regulations and complete mandatory CPD training
- Ensure compliance with data protection, GDPR, DPA and FCA regulations
- Follow health and safety requirements and Consumer Duty policies
Working arrangements
- Hybrid working – office and home-based/customer sites
- 35 hours weekly – Monday to Friday
- Reports to Head of New Business
Essential requirements
Qualifications:
- GCSE level (or equivalent) including English and Maths
Experience and knowledge:
- Working knowledge of healthcare or employee benefits products
- Strong administration experience
- Experience with Microsoft Office applications and Microsoft 365
- Experience using CRM systems and maintaining customer records
- Excellent customer service and stakeholder management skills
Key skills:
- Strong administrative and organisational abilities
- Excellent verbal, written and virtual communication
- Time management and prioritisation
- Strong attention to detail
- Problem-solving and complaint handling
- Ability to manage multiple priorities simultaneously
- Independent working whilst collaborating effectively in teams
Personal qualities:
- Solution oriented and self-motivated
- Professional and customer focused
- Positive, proactive and adaptable approach
Other requirements:
- Driving licence
Desirable experience
- Industry qualifications in Insurance, Employee Benefits, Financial Services, or Customer Service
- Experience within intermediary, insurance, employee benefits, or financial services
- Understanding of FCA regulated environments and Consumer Duty requirements
Ready to become the cornerstone of our intermediary relationships? Apply now to start building meaningful connections that drive business success.
Intermediary Support Administrator in Birmingham employer: BHSF
BHSF Ltd is an exceptional employer that prioritises employee well-being and offers a supportive work culture, making it an ideal place for an Intermediary Consultant to thrive. With a strong focus on professional growth, flexible working arrangements, and a commitment to delivering first-class service, employees can enjoy a fulfilling career while positively impacting workplace health. The Birmingham location provides a vibrant environment, complemented by benefits such as a company pension, health cash plan, and opportunities for personal development.
