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- Tasks: Support a Sales Consultant in managing client portfolios and handling queries.
- Company: Dynamic company specialising in Group Risk with a focus on teamwork.
- Benefits: Salary up to £34,000, plus benefits and opportunities for growth.
- Why this job: Join a team where your skills can make a real difference in client service.
- Qualifications: Experience in Group Risk Policies like Income Protection or Life Insurance is preferred.
- Other info: Engaging work environment with a focus on professional development and process improvement.
The predicted salary is between 28000 - 34000 £ per year.
Location: Nationwide
Salary: up to £34,000 (DOE) + Benefits
My client is looking for a Client Service Specialist to join their team who has experience/knowledge in Group Risk Policies. The ideal candidate will have knowledge in Group Income Protection, Group Life Insurance, Group Critical Illness, or Group Death in Service Pension.
The role of the Client Services Specialist is to provide office-based support for an assigned Sales Consultant within the Group Risk specialism with the day-to-day running of the client portfolio, including all client and provider interactions. This also includes setting up and supporting actions for policy renewals. The Client Services Specialist will be the first point of contact for all client and provider queries and issues as they arise and is expected to have the skills and knowledge to understand what actions are required to meet the expectations of all parties.
Daily Duties:
- Ensure the smooth running of the assigned client portfolio on a day-to-day basis.
- Develop, maintain and cultivate a constructive and professional relationship with Group Risk Sales Executives, Clients, and Insurers at all levels.
- Be the first point of contact for day-to-day administration from clients, providers, and other internal and external sources.
- Independently respond to queries from both clients and insurers in a pro-active manner, meeting agreed SLAs and keeping all parties updated.
- Co-ordinate administration of schemes, including invoicing, accounts, client queries, claims, underwriting, rehabilitation support services & communication material.
- Proactively initiate and manage the gathering of all relevant data for each client’s scheme renewal and ensure accuracy at all times and assist with the analysis of data as required.
- Prepare template client reports as requested by the Group Risk Sales Consultant.
- Ensure that any correspondence received and issued is checked for discrepancies and challenge as appropriate.
General Responsibilities:
- Assist team performance through regular communication with colleagues and manager to establish and raise concerns and provide solutions.
- Ensure compliance with local procedures, customer service standards, and financial and Industry compliance regulations and legislations.
- Undertake training in line with agreed objectives. Keep up to date with product and technical developments as required in this role.
- Pro-actively seek and recommend improvements to processes and service, participate fully in the implementation within the team and be an advocate for change.
- Undertake ad-hoc work as may reasonably be required by the company.
Client Service Specialist-Group Risk employer: Mulberry Recruitment
Contact Detail:
Mulberry Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Specialist-Group Risk
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know that can help you land that Client Service Specialist role.
✨Tip Number 2
Prepare for those interviews by researching the company and its Group Risk policies. We want you to show off your knowledge of Group Income Protection or Group Life Insurance. The more you know, the more confident you'll feel when discussing how you can contribute to their team.
✨Tip Number 3
Practice makes perfect! Get a friend or family member to do mock interviews with you. This will help you articulate your experience and skills related to client interactions and administration tasks, which are key for the Client Service Specialist position.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage directly with us!
We think you need these skills to ace Client Service Specialist-Group Risk
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with Group Risk Policies. We want to see how your background in Group Income Protection, Life Insurance, or Critical Illness aligns with what we're looking for.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Client Service Specialist role. Share specific examples of how you've handled client queries or managed portfolios in the past.
Showcase Your Communication Skills: As a Client Service Specialist, you'll be the first point of contact for clients and providers. Make sure your application reflects your strong communication skills—clarity and professionalism are key!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Mulberry Recruitment
✨Know Your Group Risk Policies
Make sure you brush up on your knowledge of Group Income Protection, Group Life Insurance, and other relevant policies. Being able to discuss these topics confidently will show that you're serious about the role and understand the industry.
✨Demonstrate Your Communication Skills
As a Client Service Specialist, you'll be the first point of contact for clients and insurers. Prepare examples of how you've effectively communicated in previous roles, especially in resolving queries or issues. This will highlight your ability to maintain professional relationships.
✨Show Your Proactive Nature
The job requires someone who can independently respond to queries and manage client portfolios. Think of instances where you've taken the initiative to solve problems or improve processes. This will demonstrate your proactive approach and commitment to excellent service.
✨Prepare for Scenario Questions
Expect questions that ask how you'd handle specific situations, like managing a difficult client or coordinating a scheme renewal. Practise your responses to these scenarios, focusing on your problem-solving skills and ability to meet SLAs. This will help you stand out as a candidate.
