Client Services Senior Specialist

About the role

We are seeking an experienced Client Services Senior Specialist to join Everywhen Employee Benefits, part of the Ardonagh Advisory Group. You will be the first point of contact for clients, consultants and insurers, delivering high‑quality service and supporting policy renewals and new business.

Key responsibilities

• Act as the primary contact for day‑to‑day queries via phone and email.
• Support policy renewals and new business, ensuring activities meet SLA standards.
• Manage an assigned client portfolio, including invoicing, accounts, claims, underwriting and administration.
• Prepare draft client reports for renewals and new business requests.
• Maintain accuracy and compliance with FCA, Consumer Duty and data protection requirements.
• Keep client records up to date in the Policy Administration System.
• Mentor and train team members, assist with task delegation and occasional interview participation.
• Handle referrals and escalations to ensure timely resolution.
• Identify and propose improvements to processes and service delivery.

Required profile

• Minimum 3 years of customer service experience in financial services or insurance.
• Experience in Group Risk, Healthcare or Employee Benefits (minimum 3 years).
• Strong organisational skills and attention to detail.
• Ability to work collaboratively and act as a role model for client service behaviours.

Required skills

What we offer

• Full‑time (37.5 hours) Monday‑to‑Friday schedule with no evenings or weekends.
• Hybrid working model after an initial onsite period.
• Supportive, well‑established organisation focused on clients and people.
• Opportunities for professional development and career progression.