We are looking for a dedicated and detail-oriented Customer Support Executive to join our financial services client here in Stoneleigh.
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!
Location: Stoneleigh, office-based role, hours are Monday - Thursday 8.45am - 5pm and Friday 8.45am-4.00pm
What does the role involve:
1. Assisting the insurance broker with adding clients to the system.
2. Completing trust forms and health questionnaires with clients.
3. Following up with providers and clients for underwriting and form completion.
4. Maintaining and updating figures and spreadsheets.
5. Drafting wills after advice has been provided.
6. Sending all relevant documents to clients.
What We're Looking For:
1. Strong organisational and administrative skills.
2. Excellent communication and interpersonal abilities.
3. Proficiency in managing spreadsheets and data entry.
4. 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.
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