Client Support Adviser
other jobs Checked Recruitment
Added before 1 Days
- England,North West,Lancashire,Preston
- Full Time, Permanent
- £25,000 - £30,000 per annum
Job Description:
Client Support Adviser
Location:Preston – 3 Days Working From Home
Job Type:Permanent
Salary:£30,000 per annum + Benefits
Are 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 & wellbeing advisory firm.
What You’ll Be Doing
You’ll play a key role in supporting advisers and managing a portfolio of Corporate & Individual Private Medical Insurance (PMI) clients.
Your day will include:
Administering PMI policies from start to finish
Managing renewals & 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 & AML regulations
You’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 & Outlook
Experience working with databases/CRM systems
Excellent written & verbal communication skills
Professional telephone manner
Strong attention to detail & time management
Bonus points if you have knowledge of other Health & Wellbeing products
Who You Are
Enthusiastic & proactive
A true team player
Highly organised with superb self-management
Flexible and adaptable
Driven, motivated & proud of producing accurate work
You understand regulatory responsibilities including FCA requirements, Data Protection and Anti-Money Laundering regulations, and you treat client confidentiality with the utmost care.
Why This Role?
This is an opportunity to join a forward-thinking business where your expertise in PMI truly matters. You’ll be valued for your knowledge, your precision and your ability to deliver first-class client support.
If you’re ready to bring your energy, expertise and attention to detail to a thriving team — we’d love to hear from you!
Apply today and take the next step in your PMI career.
Location:Preston – 3 Days Working From Home
Job Type:Permanent
Salary:£30,000 per annum + Benefits
Are 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 & wellbeing advisory firm.
What You’ll Be Doing
You’ll play a key role in supporting advisers and managing a portfolio of Corporate & Individual Private Medical Insurance (PMI) clients.
Your day will include:
Administering PMI policies from start to finish
Managing renewals & 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 & AML regulations
You’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 & Outlook
Experience working with databases/CRM systems
Excellent written & verbal communication skills
Professional telephone manner
Strong attention to detail & time management
Bonus points if you have knowledge of other Health & Wellbeing products
Who You Are
Enthusiastic & proactive
A true team player
Highly organised with superb self-management
Flexible and adaptable
Driven, motivated & proud of producing accurate work
You understand regulatory responsibilities including FCA requirements, Data Protection and Anti-Money Laundering regulations, and you treat client confidentiality with the utmost care.
Why This Role?
This is an opportunity to join a forward-thinking business where your expertise in PMI truly matters. You’ll be valued for your knowledge, your precision and your ability to deliver first-class client support.
If you’re ready to bring your energy, expertise and attention to detail to a thriving team — we’d love to hear from you!
Apply today and take the next step in your PMI career.
Job number 3453501
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metapel
Company Details:
Checked Recruitment
Company size: 1–4 employees
Industry: Other
An agile, reactive and dynamic Recruitment business supporting clients across North West England, the Midlands and Wales.Driven by a no-nonsense appro...