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Client Relationship Executive

Guernsey

Permanent
Agency Listing
Finance

Manage a portfolio of Life and Disability clients, delivering exceptional service while supporting brokers, stakeholders, and internal teams across multiple jurisdictions. Key responsibilities: ⭐ Manage client relationships and provide high-quality service to clients and brokers ⭐ Handle renewals, quotes, onboarding, claims support and policy administration ⭐ Prepare and review client documentation, AML checks and due diligence questionnaires ⭐ Support rate reviews, persistency reporting and identify cross-selling opportunities ⭐ Work closely with pricing, underwriting, claims and operations teams ⭐ Ensure compliance with company policies, AML, risk and audit requirements What you’ll need: ⭐ 3–5 years’ experience in client services, ideally within finance or insurance ⭐ Knowledge of life, disability or insurance products ⭐ Strong organisation, time management and attention to detail ⭐ Excellent communication and relationship-building skills ⭐ Ability to work independently and improve processes ⭐ Intermediate Microsoft Office skills and relevant qualifications preferred Why join: ⭐ Work with international clients and brokers across multiple jurisdictions ⭐ Collaborative and supportive team environment ⭐ Strong development and progression opportunities

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