Insurance account representative Work, Jobs in Petworth, Wsx (with Salaries)

Client Administrator
Evelyn Partners —Guildford
- Full-time
- Hybrid work
- English
- Administrative experience
- Organisational skills
Quick apply
Claims Recovery Representative (Damage Recovery Unit) - Aldershot
Enterprise Mobility —Aldershot
- £26,450 a year
- Full-time
- Microsoft Office
- Communication skills
- Negotiation
11d
Internal Sales Representative - Enterprise & Public Sector
Lenovo —Farnborough
- Full-time
- Hybrid work
- Sales
- Communication skills
- Free parking
- Employee discount
Senior Sales Development Representative
ELMOgroup —Horsham
- £34,000 - £38,000 a year
- Hybrid work
- CRM software
- Sales
- Salesforce
- Employee assistance programme
- Employee discount
7d
Cyber Security Consultant
Redbay —Portsmouth
- £42,000 - £56,000 a year
- Full-time
- Hybrid work
- Travel
- Communication skills
- Work from home
- Gym membership
Hybrid Sales Representative
Lenovo —Farnborough
- Full-time
- Hybrid work
- CRM software
- Sales
- English
- Free parking
- Life insurance
Global Tier 1 Service Desk Technician
KBR —Leatherhead
- Weekend availability
- Hybrid work
- Azure
- Computer Science
- Customer service
- Annual leave
- Flexible schedule
Dental Sales Representative
IQVIA —Brighton
- Full-time
- Sales
- Business development
- Driving
- Employee discount
- Gym membership
JUNIOR SALES ADVISOR
Verisure Services (UK) Limited —Crawley
- £3,800 a month
- Full-time
- Sales
Quick apply
JUNIOR SALES CONSULTANT
Verisure Services (UK) Limited —Guildford
- £3,800 a month
- Full-time
- Sales
- Driving
Quick apply
Inside Sales Representative Mid Market
Lenovo —Farnborough
- Full-time
- Microsoft Word
- CRM software
- Microsoft Excel
- Free parking
- Life insurance
2d
Cyber Security Architect
Thales —Crawley
- Full-time
- Remote
- Leadership
- Annual leave
- Employee discount
Dental Registration Rep
Franciscan Children's —Brighton
- £18.34 - £25.90 an hour
- Full-time
Junior Commercial Advisor
Verisure Services (UK) Limited —Crawley
- £3,800 - £6,000 a month
- Full-time
- In-person
- Employee discount
- Referral programme
Quick apply
SALES EXECUTIVE
Verisure Services (UK) Limited —Guildford
- £3,800 - £6,000 a month
- Full-time
- Sales
Quick apply
Production Engineering Manager
Harman International —Worthing
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
- Referral programme
Care Support Worker
Kendall Care Limited —Sussex
- From £25,000 an hour
- Part-time
- English
- In-person
- Care plans
- Free parking
4d

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insurance account representative jobs near petworth, wsx

Client Administrator

Evelyn Partners -
Guildford

Quick apply

Job details

Full-time

Benefits

Company pension
Private medical insurance

Qualifications

Financial planning
English
Administrative experience
Organisational skills
Communication skills

Full job description

Company Description

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Job Description

To provide full administrative support to Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.

Key Responsibilities

To work closely with the aligned Investment Managers to deliver excellent client outcomes.
To build relationships with clients and maintain regular contact.
Maintain back-office systems and client records in line with the company policies.
Request policy information from third party policy providers if applicable.
Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.
Assist investment managers in the preparation of new business pitches and presentations
Deal with cash transfers, foreign exchange transactions and monitoring of account balances for clients
Process all business in accordance with required processes & proactive pipeline management, to include establishing new accounts on internal systems and collating AML documentation as required.
Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls.
To encourage client, use of portal and other digital tools, provide guidance where required.
To collaborate and share best practices with colleagues.

Qualifications

Skills, Experience & Qualifications

GCSEs (or equivalent) at Grade C/4 or above, including English and Maths.
Proven administrative / client service experience working within wealth management.
Experience using XPlan and/or Avaloq systems would be advantageous.
A strong ethic of client service.
Ability to work under pressure and to prioritise work.
Excellent communication skills influencing and organisational skills.
Ability to use judgement and reasoning to propose solutions to problems.

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working model (role dependant)
Generous holiday package
Option to purchase additional holiday
Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know

Quick apply

Refine Your Search

insurance account representative jobs in petworth, wsx

Client Administrator

Claims Recovery Representative (Damage Recovery Unit) - Aldershot

Internal Sales Representative - Enterprise & Public Sector

Senior Sales Development Representative

Cyber Security Consultant

Hybrid Sales Representative

Global Tier 1 Service Desk Technician

Dental Sales Representative

JUNIOR SALES ADVISOR

JUNIOR SALES CONSULTANT

Inside Sales Representative Mid Market

Cyber Security Architect

Dental Registration Rep

Junior Commercial Advisor

SALES EXECUTIVE

Production Engineering Manager

Care Support Worker

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