We're looking for a detail-oriented Support/Administration professional to provide essential administrative and operational support to our client’s internal teams and clients. This role is key in ensuring smooth project processing, financial administration, and insurance compliance documentation.
Key Responsibilities:
Project Management:
Set up new projects, issue VAT invoices, and manage monthly payment plans and overdue follow-ups.
Sales Team Support:
Communicate with field sales, review application details, perform financial checks (BCIS, Experian), and support with warranty documentation.
Regional Monitoring Surveyor & CRM Management:
Issue RMS instructions, replicate fee breakdowns, update CRM with client data, and raise technical tickets.
Ongoing Project Oversight:
Track project progress, collect outstanding documents and payments, and ensure smooth project signoffs.
Debt Collection:
Work with Underwriting to chase overdue premiums and payment plan invoices.
Insurance Backed Guarantees:
Verify contractor documents, submit presentations to Underwriting, and ensure policies are issued accurately.
Certificate Issuing:
Manage final project documentation, confirm compliance, and issue certificates to clients.
Performance Expectations:
Complete tasks accurately and on time
Communicate professionally across teams and clients
Ensure compliance and documentation standards
Support revenue through effective debt collection
Required Experience & Skills:
Administrative experience in a support or coordination role
Project coordination skills, including handling multiple tasks and deadlines
Client communication experience (phone and email), with a professional and helpful approach
Strong attention to detail when processing documents, invoices, and project data
Experience using CRM systems and managing digital records
Basic finance skills, such as raising invoices and following up on payments
Document management skills (uploading, tracking, chasing missing info)
Familiarity with compliance and regulatory processes (preferred but not essential)
Comfortable with data entry and checking for accuracy (e.g., sqm, project specs)
Strong organisational skills, able to prioritise and meet deadlines
Desirable (but not essential):
Experience supporting a field-based sales team
Knowledge of construction, insurance, or warranty documentation
Understanding of technical terms like IBG, BCIS, Experian checks
Experience with platforms like Acturis, Zoho CRM, Google Sheets and similar platforms
Hours and Company Benefits:
9 am – 5 pm, Monday to Friday
Workplace Pension
Annual Bonus (based on Performance)
Heath Insurance
DIS
Salary Sacrifice Car Scheme