Client Services Executive

Role overview

Client and policy servicing

• Serve as the main contact for policy, service request, documentation, renewal, and account inquiries; respond professionally by phone, email, meetings, and approved channels.
• Assist with applications, policy issuance follow-ups, renewals, endorsements, amendments, and cancellations.
• Coordinate with underwriting and insurance operations to obtain quotations, confirm policy details, and follow up on pending requests.
• Explain policy documents, coverage, premiums, renewal requirements, and service procedures within the role's scope.
• Coordinate with claims departments on submission procedures and claim-related inquiries.

Records, coordination, and administration

• Maintain client records, policy details, correspondence, service histories, and account documentation in company systems.
• Track requests, complaints, pending documents, renewal deadlines, and outstanding actions through resolution.
• Liaise with sales and account management on client onboarding and ongoing account servicing.
• Collect and verify supporting client information and documents for policy servicing, renewals, and account updates.
• Prepare correspondence, service reports, policy summaries, meeting notes, and other administrative documents.
• Maintain a service request tracker and update the CRM with client interactions and follow-ups.
• Coordinate with finance on premium confirmations, balances, invoices, and payment inquiries.

Qualifications and experience

• A bachelor's degree or diploma in Business Administration, Insurance, Finance, Customer Service, or a related field is preferred.
• Previous client services, customer service, insurance policy servicing, or client relationship experience is advantageous.
• Insurance, brokerage, financial services, or corporate customer support experience is preferred.
• Basic understanding of policies, quotations, renewals, endorsements, claims procedures, and client servicing is required.

Skills

• Familiarity with CRM systems, policy administration software, or insurance management platforms is advantageous.
• Proficiency in Microsoft Word, Excel, and Outlook is required.
• The role calls for accurate recordkeeping, request management, customer service, complaint handling, and professional communication.
• Good written and verbal English is required; Arabic is advantageous.

Employment and compensation

• Employment type: full-time.
• Salary: AED 7,000–7,500 per month.