Client Support Specialist (Group Risk)

Location : Nationwide

Salary : £22,000 – £30,000 (DOE) + Benefits

My client who are looking for a Customer Support Specialist to join their team who have got experience/knowledge in Group Risk Policies. The ideal candidate will have knowledge in Group Income Protection or Group Life Insurance or Group Critical Illness, Employee Benefits or Group Death in Service Pension.

The role of the Customer Support 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 part of 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 assigned client portfolio 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

To assist team performance through regular communication with colleagues and manager to establish and raise concerns and provide solutions.

To ensure compliance with local procedures, customer service standards and financial and Industry compliance regulations and legislations.

To undertake training in line with agreed objectives. Keep up to date with product and technical developments as required in this role.

To pro-actively seek, recommend improvements to processes and service, participate fully in the implementation within the team and be an advocate for change

To undertake ad-hoc work as may reasonably be required by the company.