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!