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- Tasks: Support an insurance broker with client management and administrative tasks.
- Company: Join a dynamic financial services team in Worcester Park, Surrey.
- Benefits: Gain valuable experience in a supportive environment with opportunities for skill development.
- Why this job: Perfect for multitaskers who thrive in structured, client-focused settings.
- Qualifications: Strong organizational skills; ideally from a financial services or insurance background.
- Other info: Office-based role with set hours, Monday to Friday.
The predicted salary is between 24000 - 36000 £ per year.
We are looking for a dedicated and detail-oriented Customer Support Executive to join our financial services client here in Worcester Park, Surrey.
This position plays a crucial role in supporting an insurance broker and ensuring smooth administrative operations. In this role you will work in a supportive and collaborative environment, where there are opportunities to develop your administrative skills.
If you thrive in a structured, client-focused environment and enjoy multitasking, this opportunity could be perfect for you! Ideally candidates would come from a financial service or insurance background.
Location: Worcester Park, Surrey office-based role, hours are Monday – Thursday 8.45am – 5pm and Friday 8.45am-4.00pm
What does the role involve:
- Assisting the insurance broker with adding clients to the system.
- Completing trust forms and health questionnaires with clients.
- Following up with providers and clients for underwriting and form completion.
- Maintaining and updating figures and spreadsheets.
- Drafting wills after advice has been provided.
- Sending all relevant documents to clients.
What We're Looking For:
- Strong organisational and administrative skills.
- Ideally applicants will come from an insurance or financial services background.
- Excellent communication and interpersonal abilities.
- Proficiency in managing spreadsheets and data entry.
- A keen eye for detail and commitment to accuracy.
If you are proactive, reliable, and eager to contribute to a busy and rewarding administrative role, we’d love to hear from you!
Customer Support Executive employer: You Recruitment Ltd
Contact Detail:
You Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Support Executive
✨Tip Number 1
Familiarize yourself with the insurance and financial services industry. Understanding key terms and processes will not only boost your confidence but also demonstrate your commitment to the role during the interview.
✨Tip Number 2
Highlight your organizational skills by preparing examples of how you've successfully managed multiple tasks in previous roles. This will show that you can thrive in a structured, client-focused environment.
✨Tip Number 3
Practice your communication skills, especially in explaining complex information clearly and concisely. This is crucial for assisting clients and collaborating with the insurance broker effectively.
✨Tip Number 4
If you have experience with spreadsheets and data entry, be ready to discuss specific tools or software you've used. This will help illustrate your proficiency and readiness for the administrative tasks involved in the role.
We think you need these skills to ace Customer Support Executive
Some tips for your application 🫡
Tailor Your CV: Make sure to customize your CV to highlight your relevant experience in customer support and any background in financial services or insurance. Emphasize your organizational skills and attention to detail.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and explains why you are a great fit. Mention specific experiences that demonstrate your ability to multitask and work in a structured environment.
Highlight Relevant Skills: In your application, clearly outline your strong communication and interpersonal abilities. Provide examples of how you've successfully managed spreadsheets and data entry in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application materials to ensure there are no errors. A keen eye for detail is crucial for this role, so make sure your application reflects that quality.
How to prepare for a job interview at You Recruitment Ltd
✨Showcase Your Organizational Skills
Since the role requires strong organizational and administrative skills, be prepared to discuss specific examples from your past experiences where you successfully managed multiple tasks or projects. Highlight how you prioritize your workload and ensure accuracy in your work.
✨Demonstrate Your Communication Abilities
Excellent communication is key in this position. Practice articulating your thoughts clearly and concisely. Be ready to provide examples of how you've effectively communicated with clients or team members in previous roles, especially in a financial services or insurance context.
✨Familiarize Yourself with Financial Services Terminology
If you come from a financial services or insurance background, brush up on relevant terminology and concepts. This will not only help you answer questions more confidently but also show your familiarity with the industry, which is crucial for the role.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities and attention to detail. Think about situations where you had to follow up with clients or providers, manage data entry, or draft important documents, and be ready to explain your approach and outcomes.
