Client services assistant - united kingdom, surrey
this office-based administration role's primary purpose is to provide excellent client service to our new business sales and client management teams. you will provide and be proactive in supporting new and existing clients in accordance with company procedures and regulatory requirements, ensuring high-quality service is provided to all clients at all times. day to day communicating with new and existing clients via phone, email and letter updating database issuing documentation raising queries to the broking team logging up new enquiries accepting renewal quotes online with insurance companies ensuring compliance laws & regulations are met your experience you may not have necessarily worked in the insurance or financial industry before, but you may have experience working for/carrying out administration for charities: using word, excel & databases written and verbal communication skills following policy and procedure processes questioning and listening skills your values & qualities we are looking for someone positive, reliable, and honourable: able to work as part of a team dependable & dedicated cheerful & approachable willing to embrace and support strategies what we provide salary of gbp23,302.50 + team annual retention bonus pension scheme regular training and cpd sessions mentoring and support perkbox membership volunteering days opportunity to participate in charity fundraising and social events our genuine desire to see our staff succeed and grow about access access insurance is a leading chartered insurance broker for the church, charity, not-for-profit and care sector. we are growth-focused, and our mission is to insure all charities - using our profits to give back to great causes. our whole culture pivots around charity, generosity, and professionalism in our service. our approach is to give tailored advice to charities so that they get the protection they need to cover their unique risks. you can find out more about access and the charities we insure on our website.
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