Client Services Specialist
Do you have office-based customer service and administration experience? Are you passionate about delivering great service and building strong relationships with clients?
We’re looking for a Client Services Specialist to join our established and welcoming team within Everywhen Health & Protection. You’ll play a key role in supporting our Consultants by managing the day-to-day servicing of a client portfolio and acting as the first point of contact for clients and insurers on non-advised queries.
This is a varied role where no two days are the same. You’ll help ensure our clients receive a consistently high level of service while making sure policies are administered accurately, on time and in line with compliance requirements.
What you’ll be doing:
Acting as first point of contact for clients, insurers and internal colleagues
Handling day-to-day, non-advised queries in a professional and proactive way
Supporting policy renewals and new business by gathering and managing accurate client data
Managing administration including invoicing, client records, claims support and underwriting queries
Preparing draft reports for renewals and new business requests
Keeping all client records up to date on internal systems
Ensuring all work is completed in line with agreed processes, SLAs, customer service standards and regulatory requirements
Building strong working relationships with clients, colleagues and insurer partners
Taking ownership of workload, managing priorities and meeting deadlines
What we’re looking for:
Office-based customer service experience
Strong administration and organisational skills
Excellent verbal and written communication
High attention to detail and accuracy
Confidence using Microsoft Office, including Excel
A positive, proactive, customer-focused approach
Insurance, healthcare or financial services experience is beneficial but not essential
Industry qualifications (e.g. IF7, GR1) are desirable but not required
In return, you’ll join a business that values development, teamwork and delivering excellent outcomes for clients — backed by our Investors in Customers Gold status.
#AIB #LI-NW1 #LI-Hybrid
INDX1
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
- Winnersh
- Remote status
- Hybrid
- Employment Types
- Permanent, Full Time
- Salary
- £30,000
- Job Reference
- reqID476946
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.