Insurance – Client Services Officer
Core
Turn insurance advice into action by managing applications, policy changes, and claims to support clients and advisers.
Role type
Client Services Officer (Insurance)
Builds
Insurance policy coverage and claims resolution for individual clients
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
Life insurance applications, underwriting, policy servicing, insurance CRM, workflow systems, Microsoft Office
Preferred skills
Offshore team coordination, complex advice support
Responsibilities
Manage insurance applications and policy changes, assist clients with claims navigation, maintain accurate client records and file notes, coordinate with insurance advisers and service providers
Seniority
Mid-level, hands-on IC
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