Client Services Specialist - Risk and Healthcar
We are looking for a proactive and customer-focused professional to support Client Directors and Managers in delivering outstanding service across Group Risk and Healthcare solutions. This role plays a key part in meeting preparation, business administration, compliance, and maintaining strong client relationships while promoting excellent customer outcomes.
Key Responsibilities
Provide comprehensive support to Client Directors and Managers, including meeting preparation and report production
Obtain illustrations and administer new and existing business, ensuring all compliance requirements are met
Support renewal projects, market reviews, suitability report preparation, and completion of follow-up actions
Maintain and enhance client relationships, handling both complex and simple client enquiries and escalating where appropriate
Promote a strong culture of conduct and behaviours that support good customer outcomes, acting as a role model for the team
Maintain accurate client records across internal systems, including Intelligent Office
Take personal responsibility for developing in-depth knowledge of Group Risk and Healthcare products and the wider marketplace
Support the training and development of team members to ensure consistent delivery of quality customer service and best practice
Contribute to business projects as required, delivering outputs within agreed timescales
Ensure full awareness of, and adherence to, company, departmental, and product-specific procedures and policies, working in line with company values at all times
What We’re Looking For
Experience in client servicing, administration, or support within financial services, group risk, healthcare, or insurance
Strong attention to detail with the ability to manage multiple priorities
Excellent written and verbal communication skills
A collaborative, professional approach with a strong commitment to customer outcomes
Confidence using CRM systems and client databases (experience with Intelligent Office desirable)
A proactive attitude toward learning, development, and sharing knowledge with others
#AIB #LI-NW1 #REMOTE
Everywhen is an equal opportunities employer, with a growing and thriving diversity, equity and inclusion strategy; we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential.
If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check.
Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received.
Note to recruiters and employment agencies: We will not pay for unsolicited CVs from recruiters and employment agencies unless we have a signed agreement and have requested assistance, in writing, for a specific opening.
- Department
- Employee Benefits
- Role
- Customer / Client Services
- Locations
- Homebased
- Remote status
- Fully Remote
- Employment Types
- Permanent, Full Time
- Salary
- Dependent on Experience
- Job Reference
- reqID477984
About Everywhen
Our journey is a story of continuous growth and evolution.
As the UK-based broking and advisory heart of the Ardonagh Group, Everywhen unites a nationwide network with a strong local touch — powered by over 5000 talented individuals across more than 140 hubs.