Client Services Executive

Job Details

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.

Role Requirements

• 2+ years' experience working in insurance processing, operations, or a similar insurance support function.
• Knowledge of multiple classes of business, including Transportation, Casualty, and Energy, is desirable.
• Experience of working within the London Market is essential.
• Previous data processing, data entry, reconciliation, or administrative experience.
• Insurance qualifications, such as CII, are desirable.
• Minimum of five GCSEs at grades A-C, or equivalent, including English and Maths.

Skills and Experience

• Intermediate Microsoft Word, Excel, and Outlook skills.
• Strong organisational, analytical, and communication skills.
• Excellent attention to detail and a high level of data accuracy.
• Ability to manage multiple tasks, competing priorities, and deadlines.
• Ability to work effectively both independently and collaboratively within a team environment.
• Confident in resolving processing and data queries promptly and professionally.
• Ability to build effective working relationships with broking teams, IBA, and other servicing areas.
• Proactive approach to problem solving, continuous improvement, and process efficiency.
• Comfortable working with evolving systems, technologies, and automation tools.
• Strong London Market Knowledge, Including:
• London Market Reform Contracts (MRCs) and endorsements.
• LPAN creation, submission, query management, and corrections.
• Delegated Authority processes, including bordereaux management.
• Use of Velonetic systems and associated market platforms.

Management Duties

• No

FCA Conduct Rules

Under the Senior Managers and Certification Regime the FCA and Aventum expects that:

• You must act with integrity.
• You must act with due skill, care and diligence.
• You must be open and cooperative with the FCA, the PRA and other regulators.
• You must pay due regard to the interests of customers and treat them fairly.
• You must observe proper standards of market conduct.
• You must act to deliver good outcomes for retail customers.