Customer Service Executive
Core
Build trusted, long-term relationships with clients and underwriters to solve problems, manage claims, and drive retention and growth within the insurance and financial services sector.
Role type
Client Executive (Account Management)
Builds
Client portfolios and business growth opportunities
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
client relationship management, problem-solving, account management, claims handling, proactive communication, commercial awareness
Preferred skills
insurance or financial services experience, Tier 1 Insurance Broking qualifications
Responsibilities
Build trusted relationships with clients and underwriters; own client enquiries from initial conversation to resolution; understand client needs and deliver proactive solutions; partner with insurers and internal teams; support complex claims-related matters; strengthen relationships through account management; identify opportunities for retention and new business; maintain compliance requirements.