Customer Support Executive

We are looking for a dedicated and detail-oriented Customer Support Executive to join our financial services client here in Stoneleigh.

This position plays a crucial role in supporting an insurance broker and ensuring smooth administrative operations. In this role you will work in a supportive and collaborative environment, where there are opportunities to develop your administrative skills.

If you thrive in a structured, client-focused environment and enjoy multitasking, this opportunity could be perfect for you!

Location: Stoneleigh, office-based role, hours are Monday - Thursday 8.45am - 5pm and Friday 8.45am-4.00pm

What does the role involve:

• Assisting the insurance broker with adding clients to the system.
• Completing trust forms and health questionnaires with clients.
• Following up with providers and clients for underwriting and form completion.
• Maintaining and updating figures and spreadsheets.
• Drafting wills after advice has been provided.
• Sending all relevant documents to clients.

What We're Looking For:

• Strong organisational and administrative skills.
• Excellent communication and interpersonal abilities.
• Proficiency in managing spreadsheets and data entry.
• A keen eye for detail and commitment to accuracy.

If you are proactive, reliable, and eager to contribute to a busy and rewarding administrative role, we’d love to hear from you!