Client Service Advisor

Updated: March 20, 2024 06:48 PM GMT

Integro Partners

Ellesmere Port

Benefits

Our client, an international financial services company that offer a variety of financial services, are now looking for a Client Service Advisor in their Employee benefits team. This is an exciting opportunity to join the team. We are looking for individuals with either existing employee benefits/group schemes experience or demonstrable transferable skills from administrative roles within financial services.As a Client Services Administrator your role will involve the following tasks:
• Maintaining client records and our internal system
• Processing new business applications, joiners/ leavers / changes
• Liaising with insurers and internal stakeholders
• Processing policy renewals
• Checking and processing renewal data
• Checking quotes
• Issuing membership documents
• Checking and issuing annual renewal accounts
• Answering client queries and providing an excellent customer experience
• Preparing reports for Senior stakeholders

This role will see you working in the... More Detail