Client Services Executive in London

Client Services Executive in London

London Full-Time On-site
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At a Glance

  • Tasks: Support teams with data management and operational efficiency in a dynamic environment.
  • Company: Join a forward-thinking insurance firm that values inclusivity and innovation.
  • Benefits: Enjoy a hybrid work model, competitive salary, and opportunities for professional growth.
  • Other info: Be part of a culture where you can truly be yourself and thrive.
  • Why this job: Make a real impact by ensuring service excellence and data accuracy.
  • Qualifications: 2+ years in insurance processing and strong analytical skills required.

Role Summary

The Client Services Executive supports specialist teams across multiple lines of business by providing accurate, timely, and high-quality technical processing, administration, data management, and operational support. The role plays a key part in maintaining data quality, supporting operational efficiency, and ensuring service excellence across the business.

Key Responsibilities

  • Accurately process and administer risks and transactions using data from MRCs, endorsements, internal systems, and market platforms within agreed timescales.
  • Upload premiums to the Bureau and other relevant market systems in accordance with established processes and controls.
  • Liaise with business divisions and servicing teams to resolve technical, data, and processing queries.
  • Identify, investigate, and resolve data discrepancies, missing information, and processing exceptions.
  • Allocate and reconcile unallocated cash to support monthly KPI achievement and operational objectives.
  • Support bordereaux production, validation, and quality assurance in line with carrier requirements and the internal data quality framework.
  • Maintain high levels of data accuracy, compliance, and quality across all processing activities.
  • Contribute to process improvement initiatives and support the adoption of technology, automation, and system enhancements where appropriate.
  • Support and undertake training as required by the line manager and actively maintain technical knowledge and market awareness.
  • Carry out any additional duties reasonably assigned.

Role Requirements

  • 2+ years' experience working in insurance processing, operations, or a similar insurance support function.
  • Knowledge of multiple classes of business, including Transportation, Casualty, and Energy, is desirable.
  • Experience of working within the London Market is essential.
  • Previous data processing, data entry, reconciliation, or administrative experience.
  • Insurance qualifications, such as CII, are desirable.
  • Minimum of five GCSEs at grades A-C, or equivalent, including English and Maths.

Skills and Experience

  • Intermediate Microsoft Word, Excel, and Outlook skills.
  • Strong organisational, analytical, and communication skills.
  • Excellent attention to detail and a high level of data accuracy.
  • Ability to manage multiple tasks, competing priorities, and deadlines.
  • Ability to work effectively both independently and collaboratively within a team environment.
  • Confident in resolving processing and data queries promptly and professionally.
  • Ability to build effective working relationships with broking teams, IBA, and other servicing areas.
  • Proactive approach to problem solving, continuous improvement, and process efficiency.
  • Comfortable working with evolving systems, technologies, and automation tools.
  • Strong London Market Knowledge, Including:
    • London Market Reform Contracts (MRCs) and endorsements.
    • LPAN creation, submission, query management, and corrections.
    • Delegated Authority processes, including bordereaux management.
    • Use of Velonetic systems and associated market platforms.

Management Duties

  • No

We are an equal opportunity employer, and we are proud to share that 93% of our employees say they can be themselves at work. We aim to hire our industry's finest people because the best people drive the best outcomes. And we forever challenge the status quo because we know there are always ways to improve things. Because together, we're limitless.

We value applicants from all backgrounds and foster a culture of inclusivity. We understand the need for flexibility, so work in a hybrid model. Please let us know if you require any reasonable adjustments during the recruitment process.

FCA Conduct Rules

Under the Senior Managers and Certification Regime the FCA and Aventum expects that:

  • You must act with integrity.
  • You must act with due skill, care and diligence.
  • You must be open and cooperative with theFCA, thePRAand other regulators.
  • You must pay due regard to the interests ofcustomersand treat them fairly.
  • You must observe proper standards of market conduct.
  • You must act to deliver good outcomes for retail customers.

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Client Services Executive in London employer: Rokstone Group

Rokstone Group is an excellent employer, offering a dynamic work environment in London where you can thrive as an Engineering Underwriting Support Specialist. With a strong emphasis on employee growth and development, the company fosters a collaborative culture that values attention to detail and adaptability. The hybrid working model provides flexibility, allowing you to balance your professional and personal life while contributing to a supportive team dedicated to excellence in underwriting.

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Contact Details:

Rokstone Group Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Client Services Executive in London

✨Dive Into Industry Networking Events

Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.

✨Use LinkedIn to Your Advantage

Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like Rokstone Group). A thoughtful message explaining your interest can really make a difference!

✨Look Out for Graduate Schemes

Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.

✨Leverage Your Current Connections

Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like Rokstone Group. Don’t shy away from asking for a coffee chat; you never know what doors it might open!

We think you need these skills to ace Client Services Executive in London

Data Management
Technical Processing
Operational Support
Data Quality Maintenance
Risk Administration
Data Discrepancy Resolution
Cash Reconciliation

Some tips for your application 🫡

Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.

Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.

Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at Rokstone Group.

Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at Rokstone Group. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.

How to prepare for a job interview at Rokstone Group

✨Know Your Numbers: Insurance Fundamentals

Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at Rokstone Group to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.

✨Showcase Your Analytical Side

In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!

✨Prepare for Behavioural Questions

As a full-timer at Rokstone Group, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.

✨Know the Company Culture Inside Out

Understanding Rokstone Group's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.