Senior Client Services Specialist

Responsibilities

• Provide exceptional client service and support to Consultants, clients, and insurers.
• Act as the first point of contact for day-to-day queries via phone and email.
• Proactively support policy renewals and new business.
• Manage the day-to-day running of an assigned client portfolio.
• Prepare draft client reports for renewals and new business requests.
• Ensure all work is completed right first time, maintaining high standards of accuracy and compliance.
• Keep client records and information fully up to date.
• Act as a role model within the team, demonstrating strong client service behaviours.
• Support the Team Manager with task delegation, mentoring, and training.
• Take ownership of referrals and escalations, ensuring timely resolution.
• Proactively identify opportunities to improve processes and service delivery.

Requirements

• Proven customer service experience within financial services or insurance (minimum 3 years).
• Experience within Group Risk or Healthcare or Employee Benefits (minimum 3 years).
• Strong organisation and time management skills.
• Excellent communication skills and confidence dealing with clients and insurers.
• High attention to detail and a strong sense of ownership over your work.
• A positive, flexible team player who enjoys supporting others.
• Microsoft Office skills (essential).
• Industry qualifications such as IF7 or GR1 are desirable, but not essential.

Conditions

• A welcoming, supportive team environment.
• Opportunity to work for an organisation awarded Investors in Customers Gold for outstanding service.
• Hybrid working options once established in the role.
• Ongoing training, development, and support with professional qualifications.
• A company culture that genuinely cares about your wellbeing, development, and career progression.