Client Services Specialist (Employee Benefits)

About the role

We are seeking a Client Services Specialist to join Everywhen Employee Benefits, part of the Ardonagh Advisory Group. The role is office‑based, Monday to Friday, with the possibility of hybrid working once you are settled. You will act as the first point of contact for consultants, clients and insurers, delivering high‑quality service and supporting policy renewals and new business.

Key responsibilities

• Handle day‑to‑day client, consultant and insurer queries via phone and email.
• Support policy renewals and new business, meeting agreed service level agreements.
• Manage an assigned client portfolio, including invoicing, accounts, claims, underwriting and administration.
• Prepare draft client reports for renewals and new business requests.
• Maintain accurate records in the Policy Administration System and ensure compliance with FCA, Consumer Duty and data‑protection requirements.
• Mentor and train team members, assist the Team Manager with task delegation and occasional interview participation.
• Own referrals and escalations, driving timely resolution and excellent outcomes.
• Identify and propose improvements to processes and service delivery.

Required profile

• Minimum three years of customer service experience in financial services or insurance.
• At least three years’ experience in Group Risk, Healthcare or Employee Benefits.
• Strong organisational abilities and attention to detail.

Required skills

What we offer

• Full‑time (37.5 hours) or part‑time contracts.
• No evening or weekend work.
• Supportive, well‑established organisation that puts clients and people first.
• Opportunity for hybrid working after an initial office‑based period.