Senior Client Services Officer
Core
Supporting advisers in a Risk Insurance pool team by implementing insurance policies, managing client enquiries, and maintaining accurate client records.
Role type
Senior Client Services Officer (Insurance)
Builds
Risk insurance implementations and client service outputs
Domain
Insurance / Financial Services
Required skills
Client services experience, problem-solving, planning and organization, multitasking, Microsoft Excel
Responsibilities
Delivering high-quality client service in written and verbal form, completing Risk Insurance applications and tracking implementation, liaising with external providers, formatting advice documents, maintaining accurate client data and compliance records, supporting wider Adviser Services team tasks
Seniority
Senior, hands-on IC