Client Services Executive

Role Summary

The Client Services Executive supports specialist teams across multiple lines of business by providing accurate, timely, and high-quality technical processing, administration, data management, and operational support. The role plays a key part in maintaining data quality, supporting operational efficiency, and ensuring service excellence across the business.

Key Responsibilities

• Accurately process and administer risks and transactions using data from MRCs, endorsements, internal systems, and market platforms within agreed timescales.
• Upload premiums to the Bureau and other relevant market systems in accordance with established processes and controls.
• Liaise with business divisions and servicing teams to resolve technical, data, and processing queries.
• Identify, investigate, and resolve data discrepancies, missing information, and processing exceptions.
• Allocate and reconcile unallocated cash to support monthly KPI achievement and operational objectives.
• Support bordereaux production, validation, and quality assurance in line with carrier requirements and the internal data quality framework.
• Maintain high levels of data accuracy, compliance, and quality across all processing activities.
• Contribute to process improvement initiatives and support the adoption of technology, automation, and system enhancements where appropriate.
• Support and undertake training as required by the line manager and actively maintain technical knowledge and market awareness.
• Carry out any additional duties reasonably assigned.