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Administrator/Client Services Executive



My client is a successful, Belfast based Financial Services Practice that specialises in Life Insurance and Critical Illness products to the SME market across Northern Ireland and the UK. Having delivered exceptional results year on year, they are continuing to expand their dynamic team of Advisors/Consultants and business offerings/products. 


As part of this growth they seek to recruit an experienced Administrator/Client Services Executive to support the business. Within the role, you will be responsible for providing high level, consistent support to the Sales Team, ensuring finance applications are processed efficiently and accurately. 


Responsibilities include: 

  • Working with underwriters, insurers and sales team to ensure that business is processed promptly in line with company policy and procedures. 

  • Accurately keying in and submission of applications for Business Protection, Private Health cover and Income Protection policies to a variety of providers. 

  •  Monitor, process and record quotes against individual’s applications. 

  • Review agreements for accuracy, ensuring compliance against regulatory requirement  

  • Maintain an accurate database and CRM system. 

  • Complete Demands and Needs letters 

Ideally you will have experience in Business Protection, Mortgage, Private Health Insurance and Life Insurance with hands on experience of processing Mortgage and Protection policies. You will be used to delivering administrative support to a high level of accuracy and compliance. 


The successful individual will have exceptional interpersonal skills, excellent attention to detail and be highly numerate. 

The client is offering the option of flexible working hours. There will be an option to increase hours further down the line if desired with the opportunity to progress to Office Manager. 

Salary £26000 | 28 days holiday | Pension, Death in Service Benefit | In-house gym.

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