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Client Services Representative

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Key Details:

A leading risk analytics company is looking for a Client Services Representative to take over a 12-month maternity cover (November 2022-January 2024).

Location: The role is based in Esher (2 days a week in the office)

Pay rate: £200/day max

Core responsibilities:

Managing the process of onboarding new clients and overseeing all aspects of their integrations including arranging non-disclosure agreement (NDA’s) and contracts and managing the client implementation process from start to finish.
Handling client queries and support request, ensuring these are dealt with effectively and efficiently with escalation points within the business as required.
Updating client records as required and notifying the Client Services Manager and Director of Business Development of any key changes within clients. This includes maintaining comprehensive notes of meetings and key conversations and being able to identify opportunities, issues or future implications for our business relationships.
Monitoring client performance against agreed contractual terms and flagging potential issues. 
Handling client feedback in a timely manner and fed back to the medical, finance, legal, business development and/or product development teams as appropriate. Any areas of concern raised by clients should be escalated to the Client Services Manager and resolved promptly
Acting as the key conduit between Finance and the client by managing the monthly billing process and accounts receivable, ensuring that billing is supported by appropriate information and is in line with the contractual terms for that client.
Supporting with monthly accruals calculations and annual budgeting for clients. 
Achieving client relationship KPI’s as set by the Client Services Manager.
Understanding of the workings of insurance products and associated technology to effectively support and foster client relationships. Any anomalies should be fed back to ensure the continued improvement of insurance products and services.What we are looking for:

At least 3 years’ working closely with clients and/or managing client relationships
Previously worked within the travel or health insurance sector would be a significant advantage but is not a pre-requisite
Consistent delivery of exceptional customer service
Ability to research, discern and provide accurate and relevant information for client queries
Planning and analysis, including project management skills
Ability to analyse data and identify trends
Storing and updating client information and support requests on a CRM system (Salesforce would be a distinct advantage)
Solid understanding of core MS Office packages including Word, Excel and Powerpoint, MS Access & Visio.
Proactive with the ability to work productively both autonomously and within a team

Job Title: Client Services Representative

Location: Esher, UK

Rate/Salary: 150.00 – 201.00 GBP Daily

Job Type: Contract

Trading as Aston Carter. Allegis Group Limited, Maxis 2, Western Road, Bracknell, RG12 1RT, United Kingdom. No. (phone number removed). Allegis Group Limited operates as an Employment Business and Employment Agency as set out in the Conduct of Employment Agencies and Employment Businesses Regulations 2003. Aston Carter is a company within the Allegis Group network of companies (collectively referred to as “Allegis Group”). Aerotek, Aston Carter, EASi, Talentis Solutions, TEKsystems, Stamford Consultants and The Stamford Group are Allegis Group brands. If you apply, your personal data will be processed as described in the Allegis Group Online Privacy Notice available at https://(url removed)/en-gb/privacy-notices.

To access our Online Privacy Notice, which explains what information we may collect, use, share, and store about you, and describes your rights and choices about this, please go to https://(url removed)/en-gb/privacy-notices.

We are part of a global network of companies and as a result, the personal data you provide will be shared within Allegis Group and transferred and processed outside the UK, Switzerland and European Economic Area subject to the protections described in the Allegis Group Online Privacy Notice. We store personal data in the UK, EEA, Switzerland and the USA. If you would like to exercise your privacy rights, please visit the “Contacting Us” section of our Online Privacy Notice at https://(url removed)/en-gb/privacy-notices for details on how to contact us. To protect your privacy and security, we may take steps to verify your identity, such as a password and user ID if there is an account associated with your request, or identifying information such as your address or date of birth, before proceeding with your request. If you are resident in the UK, EEA or Switzerland, we will process any access request you make in accordance with our commitments under the UK Data Protection Act, EU-U.S. Privacy Shield or the Swiss-U.S. Privacy Shield

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