Sales Support Administrator - Cavendish Online

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We support flexible working – click here for more information on flexible working options

Flexible Working Options

Job Description Summary

Job Description

Job Title: Sales Support Administrator
Salary: £26,200
Locations: Bristol Harbourside
Hours: Full-time (35 hours per week)
Working Pattern: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at one of our office sites

We may close this job advertisement earlier than the stated deadline if we receive a large number of applications. To ensure your application is considered, please apply at your earliest convenience.

About this opportunity

Help make a real difference to customers by guiding their protection applications from referral through to cover being in place, delivering a smooth and reassuring experience every step of the way.

Supporting our Cavendish business and reporting to the Protection Consultant Team Leader, you'll play a key role in helping our sales teams and customers navigate the protection application journey. Working closely with insurers, healthcare providers, consultants, advisers, and customers, you'll ensure cases progress as efficiently as possible while delivering excellent customer service.

As a Sales Support Administrator, you'll

• Manage protection applications from referral through to acceptance and policy start.

• Keep customers informed throughout the process via telephone and email, providing clear and timely updates.

• Liaise with insurers, GP surgeries, and medical professionals to obtain information and progress applications.

• Work closely with Consultants and Advisers to prioritise urgent cases and deliver outstanding customer outcomes.

• Accurately maintain customer records and case updates within our CRM systems.

• Continuously develop your knowledge of protection products, processes, and industry developments.

You'll join a supportive and collaborative team where your contribution is valued, with opportunities to develop your skills, expand your knowledge of protection products, and build a rewarding career within a growing business. Every day brings something different as you help customers secure the protection they need for the future

About us:

Cavendish Online is a highly respected, award‑winning protection broker, trusted by thousands of customers each year. Known for our integrity, long‑term customer focus and extremely high standards, we don’t chase volume for volume’s sake — we deliver products that genuinely make a difference.

Our customers already trust our brand and are actively seeking insurance, allowing you to focus on quality conversations, needs‑based sales and outstanding outcomes, rather than cold calling or hard selling.

What you'll need:

• Experience in a customer service, administration, operations support, or case management role.

• Strong organisational skills, with the ability to prioritise tasks and manage your workload effectively.

• Excellent communication skills, both written and verbal, with confidence communicating by telephone and email.

• Experience working to deadlines, service level agreements (SLAs), or performance targets.

• Strong attention to detail and accuracy when handling customer information and records.

• A positive, proactive approach and a willingness to learn and develop.

And any experience of these would be really useful:

• Experience within financial services, including banking, insurance, mortgages, protection, or financial advice.

• Experience using CRM, case management, or customer database systems.

• Experience maintaining accurate records and working with data, including Microsoft Excel.

• Knowledge of protection products or the protection application process.

• Experience liaising with insurers, healthcare providers, or other third-party organisations.

• Understanding of regulated environments and the importance of delivering good customer outcomes.

About working for us

Our ambition is to be the leading UK business for diversity, equity and inclusion supporting our customers, colleagues and communities and we’re committed to creating an environment in which everyone can thrive, learn and develop.

We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer Initiative.

We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. And, as a Disability Confident Leader, we guarantee interviews for a fair and proportionate number of applicants who meet the minimum criteria for the role with a disability, long-term health or neurodivergent condition through the Disability Confident Scheme.

We provide reasonable adjustments throughout the recruitment process to reduce or remove barriers. Just let us know what you need

We also offer a wide-ranging benefits package, which includes:

• A generous pension contribution of up to 15%

• An annual performance-related bonus

• Share schemes including free shares

• Benefits you can adapt to your lifestyle, such as discounted shopping

• 22 days’ holiday, with bank holidays on top

• A range of wellbeing initiatives and generous parental leave policies

Want to do amazing work, that’s interesting and makes a difference to millions of people? Join our journey!

At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.

We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks.  We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person. 

We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.