Overview
Location: Cardiff (Office-based); Salary: £24,800 – £25,000 per annum; Hours: Monday to Friday, 37.5 hours per week.
We’re looking for a Sales Administrator to join our busy and friendly Travel Insurance Sales and Customer Service team in our Cardiff office. This is a fantastic opportunity for someone who enjoys working in a structured, customer-focused environment and takes pride in producing accurate, high-quality administrative work.
The role is primarily off-phone, focused on written customer communication and sales administration, with occasional call handling during periods of high demand.
The Role
As a Sales Administrator, you’ll play a vital role in supporting the customer journey by ensuring all correspondence and documentation is handled efficiently, accurately, and professionally. You’ll support both customers and the sales team, helping to deliver an excellent service experience while meeting regulatory and quality standards.
Key Responsibilities
Customer Communication & Administration
* Manage outgoing postal and email correspondence for UK Leisure Travel Sales Support customers
* Respond to customer enquiries via email and live chat in a timely and compliant manner
* Issue insurance documentation, including policy documents, amendments, payment confirmations, renewals, and follow-ups
* Handle general customer queries related to policy cover, documentation, and administration
* Ensure all written communications are clear, professional, and customer-friendly
Sales Support
* Provide policy quotes via email or post where appropriate
* Issue sales documentation following purchase
* Support follow-ups on incomplete or pending sales
* Make outbound calls when required to obtain payment methods
* Accurately record customer interactions and outcomes on internal systems
Systems, Data & Quality
* Maintain accurate customer records across multiple systems
* Ensure data protection and compliance standards are met
* Support quality checks by ensuring all correspondence meets internal and regulatory requirements
Telephony Support (Overflow)
* Handle inbound and outbound calls during busy periods
* Assist with administrative changes and sales support where trained
* Escalate complex or sensitive cases appropriately
Compliance
* Operate in line with FCA principles and Treating Customers Fairly (TCF)
* Use approved wording and follow internal procedures
* Identify and flag potential risks, errors, or complaints to management
About You
Essential Skills & Experience
* Previous experience in administration, customer service, or an insurance-based role
* Excellent written communication skills with strong attention to detail
* Ability to manage multiple tasks and prioritise effectively
* Confidence using email, case management systems, and Microsoft Office (Word, Outlook, Excel)
Desirable
* Experience within travel insurance, financial services, or insurance sales
* Knowledge of travel insurance products and terminology
* Experience balancing written casework with customer calls
Personal Attributes
* Customer-focused with a calm and professional approach
* Well-organised, methodical, and detail-driven
* Adaptable and willing to support the wider team
* Able to follow procedures while maintaining empathy and clarity
What We Offer
* A stable, office-based role with consistent weekday hours
* A supportive team environment with full role-specific training
* The opportunity to develop experience within travel insurance and financial services
If you’re looking for a structured administrative role where quality, accuracy, and customer service really matter, we’d love to hear from you.
Apply now to join our Cardiff-based team as a Sales Administrator.
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