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Sales Support Administrator

Lloyds Banking Group
Exeter 20 Cathedral Yard, United Kingdom
Closing date
1 Dec 2023

Job Details

End Date
Thursday 30 November 2023

Salary Range
£23,370 - £24,600

We support agile working - click here for more information on agile working options.

Agile Working Options
Hybrid Working

Job Description Summary
We have x2 brilliant opportunities to join our Cavendish Business who are part of Lloyds Banking Group from 1st December. Colleagues interested in applying will remain on their LBG terms & conditions if offered these roles.

Job Description

Job title: Sales Support Administrator

Salary: £23,370 - £27,060

Locations: Exeter

Hours: Full-time (37 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.

About this opportunity:

Supporting our Cavendish business and reporting into the Assistant Business Support Manager, the purpose of this role is to support all members of our sales teams and their customers to ensure a smooth journey from referral to the cover being in force. You'll be responsible for looking after many different customers, ensuring that the cases are progressed to acceptance as swiftly as possible. It’s important we always work in alignment to our values.

What you’ll be doing:
  • Liaise with insurer regarding requirements of applications
  • Ensure the client is updated throughout the process, communicating clearly via telephone and email
  • Speak to GP surgeries and Nurses to gain updates on requirements
  • Take on ad-hoc tasks from Consultants/Advisers when cases need prioritising above the normal level of service
  • Adhere and contribute to Cavendish Online’s processes
  • Record details accurately on our CRM system
  • Be open and receptive to feedback and improvement suggestions
  • Proactively keep your knowledge as up to date as possible for the products available to you
  • Other administrative tasks as required to support this growing team

About us:

Cavendish Online is part of Lloyds Banking Group and provides our customers with their lowest possible premiums for life insurance and other protection products from many of the country's top life insurers. We're proud to be recognised as a change maker in the protection industry.

What you'll need:
  • A positive mindset with a willingness to learn
  • Experience of working within a customer service or administrative role
  • Proven ability to work to deadlines or service level agreements
  • Proactive and organised, with an ability to mange your workload
  • Great interpersonal skills, with the ability to communicate confidently and clearly to a range of customers

It would also be useful if you had:
  • Experience of working within a financial services environment (e.g Banking, Insurance, Financial Advisors)
  • Experience of using a CRM system
  • Experience of data entry and Microsoft Excel use
  • Knowledge of protection products and a willingness to learn more about these

About working for us ...

Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We want our people to feel that they belong and can be their best, regardless of background, identity or culture. We were one of the first major organisations to set goals on diversity in senior roles, build a menopause health package, and a dedicated Working with Cancer initiative and it’s why we especially welcome applications from under-represented groups. We're disability confident. So if you’d like reasonable adjustments to be made to our recruitment processes, just let us know.

We also offer a wide-ranging benefits package, which includes:
  • Generous pension contribution of up to 15%
  • A discretionary annual performance-related bonus
  • Access to 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.


We’re creating an organisation that attracts, retains and develops the best talent in the industry, and one that openly embraces diversity too. But more than that – we want to be a great place to work. We invest in our people, offering the best training and coaching, and by encouraging them to contribute to our leading corporate and social responsibility practices. We offer flexible working hours and days, under our Work Options scheme. This means that you can have a challenging and rewarding career, and still have an ideal work/life balance.

Flexible working is at the heart of our strategy. We’re re-imagining where, when, and how our people work, with new approaches designed to meet the ever-changing needs of customers and colleagues. These include increasing our use of remote-working tools and technology, as well as placing less reliance on a 9-to-5 mindset. For many of our office-based colleagues, we work in hybrid ways which involves spending at least two days per week or 40% of their time at one of our office sites.

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