Client Service Delivery Specialist
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Are you looking for a role that offers a mix of office and home working? We have an exciting opportunity for a Client Service and Delivery Specialist to join our team. In this role, you will provide support to assigned sales consultants in the day-to-day management of group risk policies. Your responsibilities will include ensuring the smooth running of assigned client portfolios, developing and maintaining professional relationships with clients and insurers, and responding to queries from both clients and insurers.
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About the Role:
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In this hybrid role, you will work closely with our sales consultants to provide excellent customer service and ensure that our clients receive outstanding support. You will be responsible for managing client records, gathering accurate data for scheme renewals, and analyzing data as required. You will also attend internal provider and product training to stay up-to-date with industry developments.
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Your Key Responsibilities:
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* Ensure the smooth running of assigned client portfolios on a day-to-day basis;
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* Develop and maintain professional relationships with clients and insurers at all levels;
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* Act as the first point of contact for day-to-day enquiries from clients, providers, and other internal and external sources;
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* Independently respond to queries from both clients and insurers in a proactive manner;
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* Co-ordinate administration of schemes, including invoicing, membership data, claims data, communication materials, and other associated queries;
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* Prepare template client reports as requested by sales consultants;
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* Resolve any identified discrepancies in provider documentation before sending to clients;
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* Manage the gathering of accurate data for each client's scheme renewal;
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* Assist with the analysis of data as required;
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* Attend internal provider and product training;
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* Maintain client records and data in line with our systems and protocols;
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* Undertake ad-hoc project work where required;
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* Understand and comply with financial and industry regulations and legislations;
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* Establish and maintain up-to-date knowledge of products and the marketplace;
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* Build good working relationships with colleagues from all parts of the business;
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* Show commitment and dedication to the role and to our organization;
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* Provide a proactive and professional telephone handling service for both internal and external contacts;
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* Be a team player.
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About Us:
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We are a dynamic and inclusive organization that values our employees' wellbeing and career development. Our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self. We offer a comprehensive benefits package and encourage an inclusive workforce. We are committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, or other legally protected status.
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Skills and Experience:
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To succeed in this role, you will need:
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* A high level of accuracy and attention to detail;
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* The ability to work independently and proactively using your own initiative;
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* Relevant experience within the insurance industry (preferred);
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* Excellent listening, organisation, and presentation skills;
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* The willingness to learn and share knowledge;
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* The ability to adapt to change; and
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* Proficiency in Microsoft applications, including Excel.
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What We Offer:
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We offer a range of benefits, including:
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* A comprehensive benefits package;
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* An agile environment that supports your wellbeing and work/life balance;
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* Equal employment opportunities;
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* Ongoing career development and training opportunities; and
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* The chance to work in a dynamic and inclusive organization.
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How to Apply:
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If you are a motivated and organized individual who is passionate about delivering excellent customer service, please submit your application. We look forward to hearing from you!