Senior Client Services Specialist

Everywhen

12d • Remote

About The Position

We’re looking for a Client Services Senior Specialist to join our growing team at Everywhen Employee Benefits, part of the wider Ardonagh Advisory Group. This is a fantastic opportunity for an experienced customer service professional who is passionate about delivering exceptional client service and supporting colleagues to succeed. You’ll work Monday to Friday, 37.5 hours per week, with no evenings or weekends, and benefit from all the advantages of working within a supportive, well-established organisation that truly puts clients and people first. This is a remote first role so previous experience in the employee benefits space is highly desirable.

Requirements

• Proven customer service experience within financial services or insurance (minimum 3 years).
• Experience within Group Risk or Healthcare or Employee Benefits (minimum 3 years).
• Strong organisation and time management skills, with the ability to manage priorities and meet deadlines.
• Excellent communication skills and confidence dealing with clients and insurers at all levels.
• High attention to detail and a strong sense of ownership over your work.
• A positive, flexible team player who enjoys supporting others and leading by example.
• Microsoft Office skills (essential).

Nice To Haves

• Industry qualifications such as IF7 or GR1 are desirable, but not essential.

Responsibilities

• Being the first point of contact for day-to-day queries from clients, Consultants, and insurers via phone and email.
• Proactively supporting policy renewals and new business, ensuring all activity is handled efficiently, accurately, and in line with agreed SLAs.
• Managing the day-to-day running of an assigned client portfolio, including invoicing, accounts, claims, underwriting, and administration.
• Preparing draft client reports for renewals and new business requests.
• Ensuring all work is completed right first time, maintaining high standards of accuracy and compliance with FCA, Consumer Duty, and data protection requirements.
• Keeping client records and information fully up to date within our Policy Administration System.
• Acting as a role model within the team, demonstrating strong client service behaviours, technical knowledge, and professionalism.
• Supporting the Team Manager with task delegation, mentoring, training of new or existing team members, and occasional involvement in interviews.
• Taking ownership of referrals and escalations, ensuring timely resolution and excellent outcomes.
• Proactively identifying opportunities to improve processes, service delivery, and ways of working.

Benefits

• A welcoming, supportive team environment
• The opportunity to work for an organisation awarded Investors in Customers Gold for outstanding service.
• Hybrid working options once established in the role.
• Ongoing training, development, and support with professional qualifications.
• A company culture that genuinely cares about your wellbeing, development, and career progression.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed