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Job description

Company:

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 private clients include families we have worked with for generations.

With an eye to the next decade (as opposed to the next quarter), we’re perfectly placed to continue to create meaningful and enjoyable careers for our colleagues across the UK, whatever their role.

And when you join Bartlett, you also help support vulnerable young people across the UK and abroad. We do this by giving 8% of our profits to support grassroots organisations. In the last four years alone, we’ve raised over a million pounds to support some incredible causes.

The Role:

We are looking for an experienced insurance administrator to join our growing claims team.

Working closely with our Claims Handlers to provide administrative support across the entire claims process including;

• Responding to claims administration requests
• Creating templates for emails and documents
• Collating and formatting data in order to compile reports
• Producing reports in Excel and PowerPoint
• Dealing with client and insurer basic queries
• Accurately record details of each claim and obtain relevant supporting documents from our client
• Ensure throughout each claim that all relevant parties are kept fully aware of the progress
• Accurately process and control general correspondence
• Updating and maintaining of insurance databases
• Dealing with ad-hoc queries professionally and efficiently
• Acting as a professional point of contact, both via written correspondence and on the telephone

General Standards:

• To maintain KPIs notified by line manager
• To ensure that you treat customers fairly, in accordance with the FCA’s TCF and Consumer Duty principles
• To present a positive image of the Bartlett Group in all dealings with prospective clients, clients, insurers and the public in general
• To communicate effectively, both internally and externally
• To maintain positive working relationships with colleagues
• To manage own day-to-day activities efficiently and effectively
• To contribute generally to the smooth running of the department and the company, including participation in the Company’s internal audit procedures, where required
• To achieve and maintain the required level of Training & Competence (including CPD maintenance where relevant)
• To be aware of the relevant FCA regulations. To assist the Company in remaining compliant by working within Company procedures

The Ideal Candidate:

• You have excellent administration skills and experience within an insurance, specifically claims team and experience of Acturis would be a distinct advantage.
• Advanced knowledge of Excel, PowerPoint and Word.
• You work well within a team environment setting clear goals and follow through on commitments.
• You have good organisational and planning skills.
• You have good communication skills, both written and verbal.
• You consistently demonstrate strong performance.

Rewards:

• Competitive salary (details on request)
• Enhanced pension contributions (5% employee, 7% employer)
• Private Healthcare
• Income protection
• Wellbeing allowance (for use towards health and lifestyle costs)
• 25 days annual leave + bank holidays (option to buy up to 5 additional days)
• Annual salary reviews
• Recently modernised office with onsite gym, showers, wellbeing library and more
• Frequent social events
• Volunteering leave allowance
• more

Due to the volume of applications, we are unable to offer feedback to all submissions. If you have not heard from us within 14 days, you have been unsuccessful on this occasion.

Bartlett is an equal opportunities employer and welcomes applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.

WE DO NOT REQUIRE ADDITIONAL AGENCY SUPPORT FOR THIS ROLE.

Job Type: Full-time

Salary: £20,000.00-£26,000.00 per year

Benefits:

• Company events
• Company pension
• Cycle to work scheme
• Employee discount
• Employee mentoring programme
• Enhanced maternity leave
• Enhanced paternity leave
• Financial planning services
• Free parking
• Health & wellbeing programme
• Life insurance
• On-site gym
• Private medical insurance
• Referral programme

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Leeds: reliably commute or plan to relocate before starting work (required)

Experience:

• Insurance: 1 year (preferred)

Work Location: In person

Reference ID: CA/LH