Sales Support Administrator

Who you are

• 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
• 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

What the job involves

• Hours: Full-time (35 hours per week)
• 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
• 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
• 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

The application process

• End Date: Thursday 17 September 2026
• 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

Benefits

• Flex cash: This is 4% of your basic salary and can be used to spend on the benefits of your choice, or you can choose to take it as a cash top up in your monthly salary.
• A generous holiday allowance: You’ll be eligible for a minimum of 22 days holiday (excluding bank holidays), rising to 30 days based on length of service and grade.
• A flexible way of working: Whether you want flexibility over your location or when you log on, together we can create an approach that works for you and for the business.
• Family leave: Up to 63 weeks of maternity or adoption leave. Statutory maternity or adoption pay is available for 39 weeks, and 20 weeks will be enhanced to the equivalent of full pay. Partners can have six weeks of fully paid paternity leave.
• Health insurance: Our company funded Private Medical Benefit provides all colleagues with access to good quality medical care, including accommodation, nursing care and specialist advice.
• Colleague Offers: Get discounts on everything from electrical items to cinema tickets and weekly food shopping. You can share this benefit with up to ten family members or friends.
• Financial products: Take advantage of our great financial products, some at a discounted rate, including current accounts, home and car insurance and loans.
• Share plans: Participate in Sharematch and receive matching shares of up to £45 a month from the company, and you can choose to participate in Sharesave, our combined savings and share option plan.
• Pension: We offer a generous pension plan, with all joiners being automatically enrolled in our 'Your Tomorrow' scheme. You can decide how much you save and get a say in where your contributions are invested.