CareerPlan

Business Support Assistant - Commercial & Schemes

Cheltenham - St James House, GBFull-time2026-10-23 → 2026-11-10
Hybrid

Core

Providing day-to-day administrative support, processing new business and renewals, maintaining documentation and reports, and assisting with invoicing for a commercial insurance team.

Role type

Business Support Assistant

Builds

Business documentation, reports, and process guides for commercial insurance clients

Domain

Insurance

Deliverable

dashboards & analysis

Required skills

Microsoft Office (Outlook, Word, Excel), administrative processing, record keeping, invoicing, communication, organization, attention to detail

Responsibilities

Providing day-to-day administrative support to the wider team, Supporting new business and renewal activities through accurate processing and record keeping, Preparing and maintaining business documentation and reports, Keeping spreadsheets, databases and internal systems up to date, Assisting with invoicing and monthly administration tasks, Managing team mailboxes and responding to enquiries where appropriate, Acting as a central point of contact for internal colleagues and external partners, Supporting the creation and maintenance of process guides and training materials, Helping ensure documentation is accurate, compliant and up to date, Working closely with colleagues to identify opportunities to improve processes and ways of working