This role involves supporting Client Relationship Executives in managing a portfolio of Life and Disability clients, ensuring the consistent delivery of exceptional client service. The position is pivotal in collaborating closely with the Corporate Services team across multiple jurisdictions alongside key partners and stakeholders to uphold and elevate service standards. The successful candidate will possess strong attention to detail, excellent organisational skills, and effective time management abilities, with the capability to prioritise their workload independently. A proactive and driven approach to continuous improvement is essential, alongside robust communication skills. Candidates should ideally have 2–3 years of experience within a client service environment, preferably in the financial services sector. Proficiency in Microsoft Word, Excel, and Outlook at an intermediate level is also required, along with the ability to work efficiently under tight deadlines in a fast-paced atmosphere.
Job Duties:
- Efficiently manage a small portfolio of Life and Disability clients
- Build effective relationships with clients and brokers
- Assist Client Relationship Executives by addressing simple client queries
- Develop key product and market knowledge through self-service learning and dedicated training
- Liaise with other teams to ensure client needs are met
- Draft client-specific documentation for review by Client Relationship Executives
- Vet renewal data, identify missing information, and request it from clients/brokers
- Deliver high-quality customer communications
- Prepare Welcome Packs for new clients
- Actively manage new business requests
- Vet and log quotes received within agreed timelines
- Ensure adherence to operational procedures when vetting, logging, and issuing quotes
- Follow up on quotes as directed by the Sales team
- Work effectively with internal stakeholders across various departments
- Build and maintain positive relationships with partners
- Assist in preparing weekly and monthly management information reports
- Ensure renewal invitations and rate review quotes are issued on time
- Monitor and report on rate acceptance, issuing follow-ups as needed
- Maintain accurate information to enable timely renewals
- Respond to client queries clearly and professionally within two business days
- Contribute to achieving a minimum client retention rate of 85%
- Upskill on key IT systems and processes relevant to the role
- Carry out timely administration and reporting, including change requests
- Assist with client due diligence and risk assessment requirements
- Participate in projects to enhance operational efficiency
Job Requirements:
- 2–3 years’ experience in a client service role, preferably within financial services
- Proficiency in Microsoft Office, particularly Excel, Word, and PowerPoint
- Strong attention to detail and proven accuracy
- Excellent time management and organisational skills
- Ability to work independently and prioritise effectively
- Strong mindset for continuous improvement
- Excellent communication and problem-solving skills
- Ability to adapt and contribute to enhancing processes
- Professional and client-focused approach
What You’ll Love:
This role offers the chance to play a key part in maintaining and enhancing the jurisdiction’s reputation. You will work in a collaborative environment with opportunities to develop your skills in regulatory oversight, policy creation, and risk-based supervision. The organisation values professional growth and offers ample opportunities for training and career development.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
