Client Services Specialist

Role Overview

• Acting as first point of contact for clients, insurers and internal colleagues
• Handling day-to-day, non-advised queries in a professional and proactive way
• Supporting policy renewals and new business by gathering and managing accurate client data
• Managing administration including invoicing, client records, claims support and underwriting queries
• Preparing draft reports for renewals and new business requests
• Keeping all client records up to date on internal systems
• Ensuring all work is completed in line with agreed processes, SLAs, customer service standards and regulatory requirements
• Building strong working relationships with clients, colleagues and insurer partners
• Taking ownership of workload, managing priorities and meeting deadlines

Requirements

• Office-based customer service experience
• Strong administration and organisational skills
• Excellent verbal and written communication
• High attention to detail and accuracy
• Confidence using Microsoft Office, including Excel
• A positive, proactive, customer-focused approach
• Insurance, healthcare or financial services experience is beneficial but not essential
• Industry qualifications (e.g. IF7, GR1) are desirable but not required