Client Support Adviser

Client Support Adviser

Location:Preston - 3 Days Working From Home

Job Type:Permanent

Salary:£30,000 per annum + Benefits

Are you a PMI pro with a passion for delivering exceptional client service?

Do you thrive in a fast-paced environment where organisation, accuracy and teamwork are everything?

We're on the hunt for a Client Support Adviser to join a dynamic, supportive team within a well-established and growing health & wellbeing advisory firm.

What You'll Be Doing

You'll play a key role in supporting advisers and managing a portfolio of Corporate & Individual Private Medical Insurance (PMI) clients.

Your day will include:

Administering PMI policies from start to finish

Managing renewals & completing detailed market review analyses

Preparing reports for advisers with clear findings and recommendations

Assisting with new business quotations

Handling day-to-day policy amendments (new members, leavers, dependants, address changes etc.)

Liaising with insurers to request and verify membership documents

Maintaining accurate records on the bespoke Arch Angel database

Responding to client queries professionally and promptly

Supporting compliance with FCA, Data Protection & AML regulations

You'll be the organised, detail-focused backbone that keeps everything running smoothly.

What We're Looking For

Essential:
Strong Private Medical Insurance knowledge

Confident using Microsoft Word, Excel & Outlook

Experience working with databases/CRM systems

Excellent written & verbal communication skills

Professional telephone manner

Strong attention to detail & time management

Bonus points if you have knowledge of other Health & Wellbeing products

Who You Are

Enthusiastic & proactive

A true team player

Highly organised with superb self-management

Flexible and adaptable

Driven, motivated & proud of producing accurate work

You understand regulatory responsibilities including FCA requirements, Data Protection and Anti-Money Laundering regulations, and you treat client confidentiality with the utmost care.

Why This Role?

This is an opportunity to join a forward-thinking business where your expertise in PMI truly matters. You'll be valued for your knowledge, your precision and your ability to deliver first-class client support.

If you're ready to bring your energy, expertise and attention to detail to a thriving team - we'd love to hear from you!

Apply today and take the next step in your PMI career.