Membership Administrator

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To provide clerical and administrative support and ensure accurate and timely processing of Health Shield new memberships and amendments to existing memberships.

Principle Accountabilities

  • Work closely with Team Leader regarding all memberships
  • Contact with members, companies, brokers by telephone, post and email as required
  • Administration of member records including, but not limited to, importing of records, amendments and data checking
  • Work closely with Employee Wellbeing Consultants and the respective managers to process application forms, deal with any member queries and general administration
  • Advising of duplicate members/dependents, taking appropriate actions to contact member and keeping spreadsheet up to date
  • Administration of new and existing Health Shield Representatives
  • Preparation of welcome and amend letter; creating segments
  • Liaising with other departments, as required, including Accounts staff regarding queries and set up of payroll deductions
  • Assistance with filing
  • Ensuring Navision and CRM databases are updated and interactions logged
  • Assist with overflow of calls from the Sales Support Team as required
  • Assist Direct Membership Administrators as required
  • Perform other duties as specified from time to time by the Team Leader/Manager
  • Assist the Society in achieving its strategic goals and Balanced Scorecard objectives. This includes, but is not limited to, working to achieve the relevant departmental KPI’s and attending relevant training sessions

Contact With Others:
Reporting directly to the Membership Team Leader and Head of Account Management, the job holder will liaise closely with all other departments and particularly the Accounts and Post & Fulfilment teams.

The Membership team will come into contact with all the Society’s external stakeholders. Whilst the majority of external interaction will be with brokers and members (or their direct relations) communication will also take place with suppliers and existing and prospective business contacts.

Education, Skill and Knowledge Required

  • Friendly, professional and excellent telephone manner
  • Strong team player
  • GCSE (or equivalent) grade C or above in English and Maths
  • Time management – ability to handle multiple priorities, organise work and meet deadlines
  • Able to work with minimal supervision and work accurately, even under pressure
  • Checks own work as a matter of course
  • Methodical and organised
  • Self-motivated and able to use own initiative
  • Knowledge of Microsoft office applications
  • Experience of working in a busy office environment
  • Likes a tidy desk
  • Strong administrative skills
  • Able to stay focused and have high concentration levels

Work arrangements: Permanent, full time (Monday – Friday, 37.5 hours per week)


  • Competitive salary
  • Free car parking at Head Office
  • Free electric hook up for electric cars at Head Office
  • Corporate membership of the Health Shield medical cash plan after successful completion of probation
  • 25 days annual leave plus bank holidays
  • Free on site gym
  • Free refreshments (tea, coffee, juice etc.)
  • Training and development support
  • Wellbeing initiatives
  • Quarterly on site wellbeing therapy treatments
  • Employee development scheme – staff can get a contribution towards non work related personal development activities
  • Salary sacrifice schemes

Closing date: Friday 23rd August 2019

If you are interested in applying for this post please download an application form or request one by emailing: or by telephoning (01270) 503963.

We are an equal opportunities employer and welcome applicants from all sections of the community.