Customer Service Consultant
Core
Build trusted, long-term relationships with clients and underwriters to solve problems, retain clients, and uncover growth opportunities in insurance.
Role type
Client Executive (Insurance)
Builds
Client portfolios and retention/growth opportunities
Domain
Insurance and financial services
Deliverable
client delivery
Required skills
relationship building, problem solving, account management, proactive communication, claims support, compliance adherence
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 through to resolution, understand client needs and proactively deliver solutions, partner with insurers and internal teams, support clients through complex claims-related matters, strengthen existing relationships through proactive account management, identify opportunities for retention, growth and new business, deliver consistently high standards of client service while maintaining compliance requirements