Insurance Business Support Administrator
Established in 1940, Bartlett is one of the UK’s leading independent insurance brokers and financial advisers.
Recognised for our enduring focus on clients and employees, in the last 3 years alone we have been named as UK Broker of the Year, Commercial Lines Broker of the Year, the UK’s #1 Financial Adviser in the Financial Times Top 100, and Best Employer at the Yorkshire Financial Awards.
Today, the business is proudly managed by the third generation of the Bartlett family. We act for businesses, charities, and individuals across the UK – from manufacturing firms to large financial institutions. Our clients include firms and families we have worked with for generations.
With an eye to the next decade, we’re perfectly placed to continue creating meaningful and enjoyable careers for our colleagues across the UK, whatever their role.
When you join Bartlett, you also help support vulnerable young people across the UK and abroad by giving 8% of our profits to grassroots organisations. In the last four years alone, we’ve raised over a million pounds for incredible causes.
We are currently recruiting for our growing teams based at our head office in Horsforth. Being part of the larger Bartlett Group offers the benefits of working in a small, pivotal team during a period of growth, along with the opportunities provided by a larger organization.
What We’re Looking For:
We’re seeking a driven, detail-oriented team player to provide essential support within our high-performing Broking teams.
Responsibilities include:
* Maintaining accurate client records
* Processing policy documentation
* Documenting and delivering timely responses, adhering to Bartlett’s client service principles
* Providing general administrative support to the team
* Collating information and managing task reminders
* Populating and analysing data
* Assisting with creative projects and market research
* Supporting department admin functions (e.g., post, switchboard)
* Issuing invoices, resolving accounts queries, and managing aged debt
Ideal Candidate:
* Previous experience in an insurance or professional services admin role
* Strong telephone and client engagement skills
* Self-motivated, organized, and efficient
* Proficient in Word and Excel
* Able to manage workload effectively and meet internal SLAs
* Committed to maintaining industry knowledge, including CPD requirements
* Knowledge of FCA regulations and compliance requirements
* Excellent communication skills and the ability to build strong working relationships
* Comfortable working in a fast-paced, dynamic environment
* Experience with insurance broking software and industry qualifications would be advantageous
Rewards:
* Competitive salary (dependent on experience)
* Enhanced pension contributions (5% employee, 7% employer)
* Income protection
* Wellbeing Subsidy of £500 per annum (for health and lifestyle costs)
* 25 days annual leave plus bank holidays, with options to buy or sell up to 5 additional days, increasing with service
* Salary sacrifice EV schemes
* Free onsite EV chargers
* Employee volunteering leave
* Access to a cash health plan
* Annual salary reviews
* Hybrid working arrangements with a recently modernized office featuring onsite gym, showers, wellbeing library, and more
* Frequent social events
* Plus additional benefits: discounts, learning, and wellbeing initiatives
Note: Due to high application volume, we are unable to provide feedback to all applicants. If you do not hear from us within 14 days, please consider your application unsuccessful.
Bartlett is an equal opportunities employer and welcomes applications from all qualified persons regardless of race, sex, disability, religion/belief, sexual orientation, or age.
We prioritize an exceptional candidate experience and prefer direct engagement with applicants, without requiring agency support for this role.
#J-18808-Ljbffr