Client Services Specialist

Overview

Do you have office-based customer service and administration experience? Are you passionate about delivering great service and building strong relationships with clients? We’re looking for a Client Services Specialist to join our established and welcoming team within Everywhen Health & Protection. You’ll play a key role in supporting our Consultants by managing the day-to-day servicing of a client portfolio and acting as the first point of contact for clients and insurers on non-advised queries.

This is a varied role where no two days are the same. You’ll help ensure our clients receive a consistently high level of service while making sure policies are administered accurately, on time and in line with compliance requirements.

What You’ll Be Doing

• 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

• 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

In return, you’ll join a business that values development, teamwork and delivering excellent outcomes for clients — backed by our Investors in Customers Gold status
.