Client Support - Corporate Administration

Responsibilities

• Act as a key point of contact for clients, handling day-to-day queries in a professional and timely manner
• Support the renewal process, including:
• Collecting and validating membership data
• Liaising with insurers for quotations
• Preparing draft recommendation reports
• Produce and issue annual accounts accurately and within agreed timescales
• Support Group Risk claims and underwriting processes, liaising with insurers and stakeholders
• Monitor outstanding payments and proactively follow up with clients
• Assist with invoicing, ensuring accuracy and timely processing
• Manage mid-term adjustments, including joiners and leavers across schemes
• Maintain accurate and up-to-date records across internal systems
• Build strong relationships with clients, consultants and insurers
• Prioritise workload effectively to meet deadlines across multiple client requirements

Skills

• High attention to detail, particularly when working with complex data
• Strong organisational skills with the ability to manage multiple priorities
• Clear and professional communication, both written and verbal
• A methodical and structured approach to problem-solving
• Strong Excel and MS Office skills, with the ability to analyse and reconcile data
• Proactive mindset with a sense of ownership and accountability
• A collaborative team player who supports wider business goals

Experience

• Essential:
• Experience in an administration or client support role
• Experience working to deadlines/SLA-driven environments
• Strong stakeholder management skills (internal and external)
• Experience maintaining accurate records and ensuring data integrity
• Ability to prioritise and manage workload effectively
• Awareness of regulatory principles (e.g. Treating Customers Fairly / Consumer Duty)
• Desirable:
• Experience within financial services or insurance
• Exposure to employee benefits or group risk administration
• Knowledge of:
• Group Income Protection (GIP)
• Group Life Assurance (GLA)
• Private Medical Insurance (PMI)
• Understanding of workplace pensions administration
• Experience supporting renewal processes
• High attention to detail, particularly when working with complex data
• Strong organisational skills with the ability to manage multiple priorities
• Clear and professional communication, both written and verbal
• A methodical and structured approach to problem-solving
• Strong Excel and MS Office skills, with the ability to analyse and reconcile data
• Proactive mindset with a sense of ownership and accountability
• A collaborative team player who supports wider business goals
• Working towards or holding a CII qualification would be advantageous
• Additional information
• Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.
• Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.
• Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.
• Terms
• Competitive salary
• Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
• 25 days Annual Leave + public holidays
• Buy and sell holidays up to 5 days
• Office Christmas close (3-days)
• A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.
• Hybrid working
• Further education and training support
• Confidential Employee Assistance Programme
• 2 days per year for voluntary work
• And lots of flexible benefits to choose from!
• The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.

Qualifications

• Relevant qualifications are desirable but not essential

Additional information

Preferred Qualifications

• Relevant qualifications are desirable but not essential
• Discretionary performance related bonus