Client Services Specialist

Towergate Health & Protection

Client Services Specialist

£22700

Towergate Health & Protection, Matthewsgreen, Wokingham

  • Full time
  • Permanent
  • Remote working

Posted 2 weeks ago, 13 May | Get your application in now before you miss out!

Closing date: Closing date not specified

job Ref: ccb214d534a14c18b98ad6a0d6a741c9

Full Job Description

Joining us as a Client Services Specialist means you'll have the benefit of working Monday to Friday. Initially, you would work from our office with our fun and welcoming team just waiting to get to know you and then once you're feeling confident and you're training and probation period is complete, the role will become hybrid if you wish, where you'll have the option to split your week with days in the office and from home.

We will make sure you get all the training and development you need to progress with us too, and you'll be rewarded with all the great benefits of working with the UK's largest independent Insurance Brokers.

What you'll do as a Client Services Specialist:

The role of Client Services Specialist is to provide exceptional client service and support for an assigned Consultant in the day to day running of their client portfolio. You will be the first point of contact for all client and Insurer queries and will use your initiative to provide support to both our clients and providers to keep them updated and provide a market leading customer experience. This includes proactively supporting policy renewals, new business and ensuring that we are compliant with processes and procedures, customer service standards, financial and Industry compliance regulations.

This role is so much more than being on the phone all day, you will gather of all relevant data for each client / customer's scheme renewal and assist with preparing information for our Employee Benefits Consultants. You will also learn to carry out a whole host of activities to co-ordinate the administration of schemes including invoicing, accounts, client queries, claims, underwriting, rehabilitation support services & communication material.

What are we looking for in our Client Services Specialists?

You don't need to have come from the Insurance sector though you will need to have previous officed-based experience in working with customers or clients either face to face or on the phone and you will love to provide a service that exceeds expectations, builds trusted relationships and retains loyalty, the rest is all about you as a person:

  • Most important is your enthusiasm and motivation, do you bring your best self to work every day and have the confidence to give our clients and customers the best possible experience?

  • Next, we need you to be proactive, use your initiative and show us your entrepreneurial spirit, find ways to improve how we do things and take care to avoid errors

  • As mentioned, administration experience is required for this role as you will need to have strong Microsoft Office skills

  • Have a willingness to learn and be curious. Incidentally, we offer tons of opportunity to gain qualifications that will enhance your career in this growing industry

  • Work well with your team, have a positive outlook, be engaging, collaborative and have the resilience to adapt to whatever changes come your way. It never gets boring here!

  • Demonstrate honesty and integrity, not only is this essential within a financially regulated organisation, but it is also just the right way to be., Office-based customer service: 1 year (required)

    Pulled from the full job description

  • Company events

  • Company pension

  • Employee discount

  • Employee mentoring programme

  • Financial planning services

  • Health & wellbeing programme

  • Life insurance, In return you will be welcomed and supported by our Ardonagh family and be joining an organisation that cares about you as a person and your wellbeing. Some of the other benefits are:

  • Holiday entitlement of 26 days plus bank holidays

  • Opportunity to progress your career across the entire Ardonagh family

  • Gain CII or ACII qualifications to boost your knowledge and career prospects

  • Pension scheme for when you feel it's time to retire

  • 24-hour support for physical and mental wellbeing

  • 1 days paid volunteering day to give back to our communities

  • The Spotlight Awards, where we shine a light on the brightest talent across our group


  • We offer genuine potential for both personal and professional development, come and be part of our story and help us shape our future. So, what are you waiting for? Apply today and one of our team will be in touch.

    If your application is successful, we will conduct relevant employment checks prior to you beginning employment with us. These will include verifying your recent employment, address, 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. No agencies please.

    Job Types: Full-time, Permanent

    Pay: Up to £22,700.00 per year,
  • Company events

  • Employee discount

  • Employee mentoring programme

  • Financial planning services

  • Health & wellbeing programme

  • Life insurance

  • Referral programme

  • Store discount

  • Work from home


  • Schedule:
  • Monday to Friday


  • Supplemental pay types:
  • Bonus scheme


  • Application question(s):
  • To allow us to add you to our internal applicant tracking system please confirm your email address? (Answer Required)

  • Will you now or in the future require sponsorship for employment visa status? (Answer Required)

  • Please confirm your salary expectation for this role? (£22,700 Advertised) (Answer Required)