Client Services Executive – Insurance Account Handler

About the role

We are looking for a Client Services Executive to join our Insurance team in Southampton. You will work Monday to Friday, supporting a portfolio of insurance clients, acting as their first point of contact and delivering a high‑quality service.

Key responsibilities

• Manage a designated client portfolio and respond to enquiries promptly.
• Build and maintain strong relationships with clients, both on the phone and face‑to‑face.
• Identify opportunities to upsell or cross‑sell insurance products.
• Collaborate with internal teams to resolve client issues and improve service delivery.
• Maintain accurate records of client interactions and transactions.

Required profile

• Relevant experience in the insurance industry (essential).
• Strong customer‑service orientation and communication skills.
• Proactive, entrepreneurial mindset with a willingness to learn.
• Resilience and adaptability to changing priorities.
• Integrity and honesty, especially within a regulated financial environment.

Required skills

• Knowledge of insurance products and terminology.
• Experience handling client enquiries via phone and in person.

What we offer

• 26 days holiday plus bank holidays.
• Opportunities to progress across the Ardonagh Group.
• Support to gain CII or ACII qualifications.
• Pension scheme.
• 24‑hour physical and mental wellbeing support.