Working hours: Monday to Friday, 9am-5.15pm

Duration: Permanent

Division: Commercial Department

Location: Cheltenham

About the role

We have a fantastic opportunity to join our business Lansdown Insurance Brokers in Cheltenham.

We are looking for a Commercial Support Assistant to join our busy and well established team. You will deliver exceptional client service acting as part of the Commercial Sales Team, supporting Lansdown “right first time” approach to customer service.

Key responsibilities

• Liaise with clients with regards to outstanding premiums, collecting of payments and chasing for renewal instructions
• Plan, prioritise and manage individual own work to deliver agreed objectives and meet SLAs to deliver exceptional customer service
• Use the appropriate method of communication to support Lansdown’s right first-time approach in order to maintain successful Internal and External relationships
• Understand and operate within regulatory framework and identify and escalate any risks to the business
• To service existing Lansdown clients – Commercial and Residential Property
• Any other duties required from time to time

Knowledge, skills and experience

• Financial services experience preferred but not essential
• Excellent, professional and confident communication skills
• Good Microsoft word and excel knowledge
• Good time management
• Flexibility
• Manage workload
• Ability to develop relationships with clients, agents, insurers etc.
• Ability to construct effective written communications
• Work well within a team especially under pressure
• Confident numeracy skills

What we offer

• A competitive salary - Let's discuss it
• Hybrid working 
• Competitive Personal Pension 
• Bonus scheme  
• 22 days annual leave plus bank holidays 
• An array of health and wellbeing benefits, including private healthcare
• Volunteer day
• Onsite parking
• Full study support and study leave to complete insurance industry professional qualification
• EAP Scheme

About us

Lansdown Insurance Brokers were established in Cheltenham over 50 years ago, and have built a reputation for excellent customer service. In 2014 we were purchased by SEIB Insurance Brokers and are now part of the Benefact Group.

We have a friendly family environment with care for our teams and handholding of our clients being at the top of our agenda. Our staff know how to work hard but also how to enjoy themselves! We pride ourselves on creating an appropriate work-life balance, valuing wellbeing, flexibility and being part of a team.

Lansdown is very proud to be part of the Benefact Group https://benefactgroup.com a charity that exists to donate profits to good causes and a foundation whose business focus is to make a positive difference to people's lives