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Client Service Coordinator

2 months ago

Swindon, Swindon, United Kingdom Reed Full time

We are seeking a highly skilled Client Service Support professional to join our team at Reed. This role is integral to the smooth operation of our clients' finance processes linked to insurance placements.

Key Responsibilities:

  • Maintain strong working relationships with our clients and internal stakeholders.
  • Oversee the aged debt process, support in resolving debiting & allocation issues, and escalate exceptions to mitigate risks.
  • Conduct monthly reconciliations with framework partners and maintain servicing portals.
  • Review and approve internal refund data, ensuring efficient service delivery to clients.
  • Process unallocated cash promptly, working with client advisers to enhance the quality of client submissions.
  • Handle incoming finance queries, maintaining SLA compliance and prioritising urgent settlements.
  • Collaborate with our Support team management to suggest continuous improvement ideas.
  • Provide exceptional service to clients, adhering to company and FCA policies and processes.
  • Utilise excellent Excel skills for preparing and analysing finance data.
  • Accurately record client details and ensure compliance with record-keeping standards.
  • Address insurer and account queries, including credit control matters, efficiently.

Requirements:

  • A-Level standard education or equivalent.
  • Beneficial to have previous insurance industry experience.
  • Highly accurate with strong attention to detail.
  • Excellent organisational and time management skills.
  • Proficient in Microsoft Office Suite, especially Excel.
  • Strong problem-solving and analytical abilities.
  • Eligible to work in the UK.

What We Offer:

  • Competitive salary.
  • Minimum of 25 days holiday plus bank holidays, with the option to purchase additional days.
  • Defined contribution pension scheme with company contributions.
  • Life insurance and income protection.
  • Health Cash Plan.
  • Volunteering days, stock purchase plans, and various other benefits.