Provide comprehensive support to Client Directors and Managers, including meeting preparation and report production
Obtain illustrations and administer new and existing business, ensuring all compliance requirements are met
Support renewal projects, market reviews, suitability report preparation, and completion of follow-up actions
Maintain and enhance client relationships, handling both complex and simple client enquiries and escalating where appropriate
Promote a strong culture of conduct and behaviours that support good customer outcomes, acting as a role model for the team
Maintain accurate client records across internal systems, including Intelligent Office
Take personal responsibility for developing in-depth knowledge of Group Risk and Healthcare products and the wider marketplace
Support the training and development of team members to ensure consistent delivery of quality customer service and best practice
Contribute to business projects as required, delivering outputs within agreed timescales
Ensure full awareness of, and adherence to, company, departmental, and product-specific procedures and policies, working in line with company values at all times

Experience in client servicing, administration, or support within financial services, group risk, healthcare, or insurance
Strong attention to detail with the ability to manage multiple priorities
Excellent written and verbal communication skills
A collaborative, professional approach with a strong commitment to customer outcomes
Confidence using CRM systems and client databases (experience with Intelligent Office desirable)
A proactive attitude toward learning, development, and sharing knowledge with others

Client Services Specialist – Risk and Healthcare

Key skills