Intermediary Support Administrator

Join a role where youll be the vital link between intermediaries and customers directly shaping business relationships that drive growth in the employee benefits sector.

Youll 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
  
  

• Hybrid working office and home-based/customer sites
• 35 hours weekly Monday to Friday
• Reports to Head of New Business
  
  

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

• 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.

Required Experience:

Unclear Seniority