img
Permanent

Client Support Adviser

Preston
money-bag 25000.00-25000.00 Annual
3074697596
Posted Yesterday

Client Support AdviserLocation:Preston - 3 Days Working From HomeJob Type:PermanentSalary:£30,000 per annum + BenefitsAre you a PMI pro with a passion for delivering exceptional client service? Do you thrive in a fast-paced environment where organisation, accuracy and teamwork are everything?We''re on the hunt for a Client SupportAdviser to join a dynamic, supportive team within a well-established and growing health and wellbeing advisory firm. What You''ll Be DoingYou''ll play a key role in supporting advisers and managing a portfolio of Corporate and Individual Private Medical Insurance (PMI) clients.Your day will include: Administering PMI policies from start to finish Managing renewals and completing detailed market review analyses Preparing reports for advisers with clear findings and recommendations Assisting with new business quotations Handling day-to-day policy amendments (new members, leavers, dependants, address changes etc.) Liaising with insurers to request and verify membership documents Maintaining accurate records on the bespoke ArchAngel database Responding to client queries professionally and promptly Supporting compliance with FCA, Data Protection and AML regulationsYou''ll be the organised, detail-focused backbone that keeps everything running smoothly. What We''re Looking For Essential: Strong Private Medical Insurance knowledge Confident using Microsoft Word, Excel and Outlook Experience working with databases/CRM systems Excellent written and ..... full job details .....

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!