At a Glance
- Tasks: Support CRM development and management, ensuring data accuracy and client engagement.
- Company: Join a rapidly growing data-driven insurance enterprise in London.
- Benefits: Flexible workplace, equal opportunity, and a talented team.
- Other info: Dynamic environment with opportunities for growth in the insurance sector.
- Why this job: Make an impact by optimising CRM systems and enhancing client relationships.
- Qualifications: Organisational skills, attention to detail, and experience with CRM systems preferred.
The predicted salary is between 33075 - 40425 £ per year.
Position Title: CRM Administrator Location: London Reports To: EVP Strategic Partnerships
Envelop Risk is a rapidly growing data-driven insurance enterprise, combining world leaders in insurance underwriting and artificial intelligence-based simulation modelling.
We build cyber and complex risk insurance products to be distributed globally.
We offer a flexible, equal-opportunity workplace with an engaged and talented team delivering high-quality projects at the cutting edge of technology.
Role Overview
Envelop Risk is seeking a highly organised and analytical CRM Administrator to support the development, implementation, and day-to-day management of our client relationship management (CRM) capability in our London office.
This is a key role focused on helping the business select, build, and maintain a fit-for-purpose CRM platform that supports client engagement, relationship tracking, and commercial insight.
The successful candidate will act as an important link between corporate analyst information, client intelligence, and internal commercial teams, ensuring that relevant insights are accurately captured and accessible.
The role will also support broader business development and client engagement initiatives through high-quality data management, reporting, and process coordination.
Key Responsibilities
- CRM Development & Administration
- Support the evaluation, selection, and implementation of a suitable CRM package for the business.
- Help design CRM workflows, data structures, dashboards, and reporting processes.
- Administer and maintain the CRM system, including user access, data integrity, and ongoing optimisation.
- Identify opportunities to improve CRM processes, automation, and data quality.
- Work with internal stakeholders to ensure the CRM evolves alongside business needs.
- Client & Corporate Information Management
- Act as the interface between corporate analyst information and client-facing data.
- Consolidate internal market intelligence, analyst insights, and client information into clear and usable CRM records.
- Ensure client profiles, interaction histories, opportunities, and relationship notes are accurate and up to date.
- Develop consistent standards for client data capture and information governance.
- Commercial Support & Reporting
- Produce reports, dashboards, and summaries on client activity, pipeline, and relationship trends.
- Support senior stakeholders with client intelligence and relationship insights.
- Help prepare materials and information to support client meetings, business reviews, and commercial discussions.
- Monitor data trends and highlight relevant opportunities, risks, or gaps.
- Cross-Functional Coordination
- Liaise with analysts, client teams, and operational stakeholders to gather relevant information.
- Support communication and coordination across teams to improve the flow of client and market intelligence.
- Assist with project work related to client engagement systems and internal processes.
Skills & Experience
- Previous experience in CRM administration, data operations, business support, or similar roles {preferred, not essential}.
- Experience helping select, implement, or manage CRM systems (e. g. Salesforce, Hub Spot, Microsoft Dynamics, or similar) {preferred, not essential}.
- Strong organisational skills and excellent attention to detail.
- Ability to work with multiple stakeholders across teams.
- Strong Excel and reporting skills.
- Comfortable handling sensitive client and business information.
- Analytical mindset with the ability to turn data into practical insights.
- Strong written and verbal communication skills.
- Proactive and solutions-oriented
- Detail-focused and highly reliable
- Collaborative and confident working across functions
- Commercially aware
- Process-driven with strong systems thinking
- Preferred Experience {not essential}
- Experience in insurance, risk, financial services, or professional services environments.
- Exposure to client intelligence, pipeline reporting, or commercial operations.
- Experience supporting stakeholder-facing teams in a fast-paced environment.
CRM Administrator in London employer: Envelop Risk Analytics
Envelop Risk is an exceptional employer, offering a dynamic and inclusive work environment in the heart of London. With a focus on employee growth and development, we provide opportunities to engage with cutting-edge technology while contributing to high-quality projects in the insurance sector. Our flexible workplace culture fosters collaboration and innovation, making it an ideal setting for those looking to make a meaningful impact in their careers.
StudySmarter Expert Advice🤫
We think this is how you could land CRM Administrator in London
✨Get to Know the Company Culture
Before jumping into applications, it’s super helpful to understand the vibe at Envelop Risk Analytics. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.
✨Join Customer Support Communities
Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like Envelop Risk Analytics before they even post them.
✨Attend Job Fairs or Networking Events
Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!
✨Show Off Your Skills with Customer Interactions
In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!
We think you need these skills to ace CRM Administrator in London
Some tips for your application 🫡
Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.
Tailor Your Cover Letter to Envelop Risk Analytics:Your cover letter is your chance to shine! Tell us why you want to work at Envelop Risk Analytics specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!
Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!
Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at Envelop Risk Analytics!
How to prepare for a job interview at Envelop Risk Analytics
✨Show Off Your People Skills
In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!
✨Know the Tools of the Trade
Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!
✨Show Genuine Enthusiasm
As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!
✨Practice Common Scenarios
Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.
