Customer Service Executive

ABOUT THE COMPANY

Join a global leader within the insurance and financial services space, offering the scale and stability of an established organisation with a genuinely people-focused culture. You’ll be surrounded by experienced industry professionals, supported to grow your technical knowledge and given the opportunity to build a long-term career in insurance.

ABOUT THE ROLE

Ready to move beyond transactional customer service? This is an exciting opportunity to build your career as a Client Executive, becoming a trusted point of contact for your own portfolio of clients. You’ll build relationships, solve problems and work closely with insurers and internal specialists to deliver great outcomes, retain clients and uncover opportunities for growth.

DUTIES

• Build trusted, long-term relationships with clients and underwriters
• Own client enquiries from initial conversation through to resolution
• Understand your clients’ needs and proactively deliver solutions
• Partner with insurers and internal teams to achieve positive outcomes
• Support clients through more complex claims-related matters
• Strengthen existing relationships through proactive account management
• Identify opportunities for retention, growth and new business
• Deliver consistently high standards of client service while maintaining compliance requirements

SKILLS & EXPERIENCE

You don’t need to have done this exact role before. We’re looking for someone who is great with people, commercially curious and ready to take the next step.

• Experience within insurance or financial services is highly regarded
• Strong customer service, account management or client-facing experience
• A natural ability to build rapport and develop trusted relationships
• Confident, professional communication skills
• A proactive mindset and genuine desire to solve problems
• An interest in developing your commercial and insurance knowledge
• Tier 1 Insurance Broking qualifications are advantageous

BENEFITS

• A genuine step up for someone looking to progress beyond traditional customer service
• Build valuable experience across client management, insurance and business development
• Join a large, established global organisation
• Learn from experienced insurance professionals
• Develop your technical and commercial skill set
• Build a long-term career within an organisation offering plenty of room to grow

OUR RECRUITMENT PROCESS

At Lotus People, we are committed to fostering diversity, equity and inclusion. We encourage applicants from all backgrounds to apply and will ensure a fair and equitable recruitment process.

Every application we receive is reviewed by a real person, never by AI. If your experience aligns with the requirements of the role, a consultant will be in touch within 2–3 business days for an initial phone screen. Shortlisted
candidates will then proceed to a virtual interview with the consultant managing the role.

Due to the volume of applications and the specific nature of our briefs, we are unable to take phone enquiries about roles before an application is submitted. We ask that all interested candidates please apply online and wait to hear from us. Rest assured, we respond to every applicant, regardless of the outcome, so you will not be left wondering.

Lotus People are proud to have been awarded Best Agency for Candidate Experience for five consecutive years. We look forward to providing you with a positive and respectful experience.