Supporting the administrative function of the team, you will provide an administrative and client support service to clients in an accurate and timely manner. You’ll manage customer, system and office administration processes and procedures. You’ll contribute to the creation of a professional environment focused on providing excellence in quality, efficiency and service to customers.
You will learn:
Renewals – following the renewals process from start to finish (sending letters, sending terms to advisor, running quote tables, requesting discount, ensuring compliance)
Supporting the business with rate review information and data refreshes
Deal with general admin (calls, emails, quotes, invoices, P11D’s, claims, membership changes, post etc)
Maintain accurate client records, track key deadlines and ensure documentation is prepared in line with FCA requirements and internal quality standards
Collaborate with advisors and senior management to support client relationship management and business operations
Training other team members on processes and procedures where required
Supporting the business with other ad hoc projects as they might arise in a small, growing business
Compiling renewal and switch management information for reporting to the business
Person Specification
Be able to deal effectively with a range of different tasks and projects
Be able to prioritise workload
Be able to work as part of a team but also use own initiative when needed
Experience in developing and managing customer administration processes and procedures
Experience of maintaining databases
GCSE English and Maths A-C or 9-5
Great at building and maintaining relationships
Professionalism
Time management skills
Attention to detail
MS Office
Confident in hosting video/face-to-face meetings with clients
Self-motivated
Analytical
Training:During this advanced apprenticeship, you will learn a vast range of knowledge, skills and behaviours, covering topics such as project management, systems & processes, business structures and so much more.
You will undertake the ground-breaking Professional Apprenticeships Business Administrator Level 3 qualification. Professional Apprenticeships hold the title of Bristol and Bath Apprenticeship Training Provider of the Year for 2021. They also boast the highest Ofsted rating, which only a select few training providers in the region have.
The programme is designed to mould you into a high-level, all-rounded business professional. You will learn in detail about business communication, organisation, managing change, problem solving & much more.
These modules are designed to jump-start your career and make you stand out in an increasingly competitive field, boosting your future earning potential.Training Outcome:As your skills and knowledge develop, on successful completion of your apprenticeship, you will have the opportunity to progress into a permanent, progressive role within the team. Previous apprentices have gone far within the company and rest assured, you’ll be encouraged to develop and reach your full potential.Employer Description:Operating from new and modern offices, Excellect offer an empowering environment where you’ll have the opportunity to learn, make a difference and most importantly have fun. Expect competitive salaries and benefits after 6 months, lots of regular team activities arranged by their sports and social committee and none of the usual corporate kowtowing. Benefits include:
• Health Cash Plan
• Group Critical Illness
• Group Life Assurance
• Employee Assistance Programme
• Access to Health Assessments, allergy testing and holiday discounts
• Cycle to work
• Birthday leave
• Christmas shopping leave
• Christmas shutdown leave
• Sports and Social quarterly budget
• Free parking spaces within a car park (if anyone enquires)
• Private Medical Insurance
• Travel InsuranceWorking Hours :Monday to Friday, 9am-5pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience....Read more...
As a Senior Business Intelligence Engineer, you will play a key role in managing and modernizing our Business Intelligence Platform. The platform is built on Microsoft Azure SaaS Services and follows modern reference architectures for small and midsize businesses.
In addition to daily tasks such as data analysis, data integration, data modelling, and report design, you’ll also be responsible for requirements gathering, testing, managing CI/CD pipelines, and monitoring usage of BI deliverables.
We’re looking for BI Engineers with strong back-end development skills, platform development experience, and deep technical expertise. Your input will help shape the platform’s future—whether it’s adding or removing Azure services, driving cost optimization, improving security and compliance, automating workflows, or preparing for a transition to Microsoft Fabric.
Operational activities such as business support and bi-weekly releases are shared across the team, so these will occasionally be part of your responsibilities. Documentation is also important—you’ll record new data integration pipelines, data models, and processes in Confluence.
You’ll actively participate in all Scrum ceremonies, collaborating with multiple departments and building a high-level view of the business. Prior knowledge in areas such as Sales, Finance, Operations, or Risk is highly valued.
We value teamwork, knowledge sharing, and maintaining a positive atmosphere. In essence, your role includes:
Demonstrating BI and analytics solutions to stakeholders.
Collaborating with business users to turn requirements into effective solutions.
Migrating reports from Excel and legacy tools into the Data Warehouse and Power BI platform.
Creating and maintaining Power BI reports and dashboards.
Implementing Row-Level Security in AAS and Power BI.
Developing and managing semantic models in Power BI and Tabular Models in AAS.
Designing, implementing, and documenting new data models.
Creating and optimizing data pipelines.
Building and enriching CI/CD pipelines in Azure DevOps.
Integrating new source systems and transforming data using Azure Data Factory.
Managing and enhancing the BI Data Warehouse.
Your Expertise To succeed in this role, we’re looking for candidates with:
A motivated, positive attitude with a passion for continuous learning.
Familiarity with Git and CI/CD pipelines (Azure DevOps experience is a plus).
Programming skills in Python or similar language.
Solid understanding of dimensional modelling, star schema, snowflake schema, and data vault methodologies.
At least 5 years of experience with Microsoft Azure or another cloud platform.
Strong SQL skills (T-SQL, PL/SQL, or similar).
Exposure to Azure Logic Apps, Azure Synapse Analytics, PowerApps, or Azure Automation.
A background in IT & Business, Business Information Technology, or a related field.
Knowledge of Microsoft BI reference architectures.
Experience with Databricks, dbt, Snowflake, or other cloud data platforms is a plus.
Ability to write, optimize, and interpret queries.
Experience with Power BI or other visualization tools.
Understanding of Medallion Architecture, Data Mesh, and Data Vault concepts.
Knowledge of data streaming and real-time analytics solutions.
Venquis is acting as an Employment Agency in relation to this vacancy.....Read more...
