Client Services Representative

At Atlas Management Services (AMS), explore flexibility, a hybrid work environment and be part of this thrilling opportunity to contribute to our dynamic team. As a Client Services Representative, you will play a crucial role in delivering policy administration services to our clients.

Introduction to Atlas Management Services

At Atlas Management Services (AMS), we celebrate our vibrant team and as we continue to evolve, our administrative demands are on the rise. We are on the lookout for energetic and outstanding individuals to join our operations team. Explore flexibility and a hybrid work environment with us and be part of this thrilling opportunity to contribute to our dynamic team. We are seeking candidates residing in the North and we are currently hiring for the two positions described below in the Operations Team.

Client Services Representative

As a Client Services Representative, you will play a crucial role in delivering policy administration services to our clients.

Your main duties will be:

• Prepare client quotations
• Monitor client applications up until policy issue
• Address broker inquiries in a clear and timely manner
• Issue policy schedules within the agreed turnaround time
• Ensure proper follow up on broker inquiries where necessary
• Assist in developing and maintaining our administration system
• Process new business applications within the agreed turnaround times
• Ensure that procedures are adhered to when following up on applications
• Maintain a good and professional relationship with brokers, underwriters and clients
• Issue broker login details to access the quote system and assist broker where necessary
• Liaise with underwriters and ensure that client applications are processed in a timely manner
• Ensure that the administration system is updated with clients’ information, documents application or client updates
• Assist Client Services Manager in ‘quality control’ checks on all aspects of Atlas Life business
• Assist the Client Services Manager in training new recruits
• Any other duties as requested by the Management

What we require (Qualification and skills):

• Degree/ Diploma in Business Management or any related field and three years experience in a similar position
• Excellent time management skills and multitasking abilities
• Adhere to the company’s confidentiality rules at all times
• Proficiency for learning and developing new systems
• Clear verbal and written communication to explain complex insurance terms or procedures
• Strong focus on building positive client relationships and ensuring customer satisfaction
• Ability to investigate and resolve client issues related to policies, claims, or premium payments efficiently
• Accuracy in documenting customer information, processing policy changes, and updating client records
• Flexibility to handle changes in company policies, procedures, or regulatory requirements
• Experience in insurance will be an advantage
• High level of ethics and integrity
• Detail-oriented