Client Services Associate
Core
Administrative and technical support for the Group Life and Private Health broking business, handling claims, underwriting, reviews, and member queries.
Role type
Client Services Associate (Operations)
Builds
Client and member reports, end-of-month reconciliations, and accurate data entry into Marsh IT Applications.
Domain
Insurance (Life & Health)
Required skills
Life and health insurance product knowledge, insurance legislation understanding, client/member record management, process documentation, audit participation, email and telephone enquiry handling, Microsoft Office proficiency.
Preferred skills
Process improvement suggestions, system enhancements, mentoring colleagues, working under pressure, autonomous work, team collaboration.
Responsibilities
Maintain accurate client/member records and certificates of currency; conduct peer reviews and participate in annual audit checks; document business rules and processes; support client/member reporting and end-of-month reconciliations; handle email and telephone enquiries professionally; suggest and participate in process improvements; provide mentoring and technical guidance to colleagues; ensure compliance with insurance legislation and company policies.
Seniority
Mid-level, hands-on IC