Client Services Executive

iiqaf Group; Dubai; On-site; AED 78,000 - 84,000; Full time

Job summary

IIQAF Group in Dubai, UAE is seeking a client services executive to support client relationships, policy servicing, and day-to-day account administration. This role requires coordinating with underwriting, claims, sales, and operations to ensure timely and professional client support.

Ideal candidates have experience as a Client Services Executive or similar in insurance, brokerage, or financial services. Proficiency in CRM and policy administration software, plus strong communication skills in

Qualifications

• Bachelor's degree or diploma in business or related field preferred.
• Experience as Client Services Executive or similar is advantageous.
• Experience in insurance or financial services environment preferred.
• Proficiency with CRM systems and policy administration software.
• Strong English communication; knowledge of Arabic is a plus.

Responsibilities

• Serve as primary contact for clients on policies, service requests, documentation, renewals.
• Respond to client inquiries via calls, emails, meetings, and approved channels.
• Assist with policy applications, issuance follow-ups, renewals, endorsements, amendments, and cancellations.
• Coordinate with underwriting and operations for quotations and policy details.
• Maintain accurate client records and CRM entries.
• Assist with policy documentation and client communications.
• Track requests, deadlines, and outstanding actions to ensure timely resolution.
• Support onboarding and ongoing relationship management with sales.

Skills

CRM systems

Policy servicing

Client communication

Documentation

MS Office

English proficiency

Education

Bachelor's degree or diploma in Business Administration/Insurance/Finance

Tools

CRM software

Policy administration software

Job description

Job Description:

Company: IIQAF Group
Location: Dubai, United Arab Emirates
Industry: Insurance
Employment Type: Full-Time
Salary: AED 7,000–7,500 per month

Job Summary

IIQAF Group is seeking a customer-focused and organized Client Services Executive to support client relationships, insurance policy servicing, customer inquiries, and day-to-day account administration in Dubai, UAE. The successful candidate will serve as a key point of contact for clients, coordinate insurance service requests, assist with policy documentation and renewals, and work closely with underwriting, claims, sales, and operations teams to ensure timely and professional client support.

This opportunity is suitable for candidates with experience as a Client Services Executive, Insurance Client Services Officer, Customer Service Executive, Client Relationship Executive, Policy Servicing Executive, or Account Services Coordinator. Experience in insurance, brokerage, financial services, or corporate client support is an advantage.

Key Responsibilities

• Serve as a primary point of contact for clients regarding insurance policies, service requests, documentation, renewals, and general account inquiries.
• Respond to client questions through telephone calls, emails, meetings, and other approved communication channels in a professional and timely manner.
• Assist clients with insurance policy applications, policy issuance follow-ups, renewals, endorsements, amendments, and cancellations in accordance with company procedures.
• Coordinate with underwriting and insurance operations teams to obtain quotations, confirm policy details, and follow up on pending service requests.
• Maintain accurate client records, policy information, correspondence, service histories, and account documentation in company systems.
• Assist clients with understanding policy documents, coverage information, premium details, renewal requirements, and relevant service procedures within the scope of the role.
• Coordinate with claims departments to help clients understand claims submission procedures and follow up on claim-related inquiries.
• Track client requests, complaints, pending documents, renewal deadlines, and outstanding actions to ensure timely resolution.
• Liaise with sales and account management teams to support client onboarding, account servicing, and ongoing relationship management.
• Collect and verify client information and supporting documents required for policy servicing, renewals, and account updates.
• Prepare client correspondence, service reports, policy summaries, meeting notes, and other administrative documents as required.
• Maintain a service request tracker and update the customer relationship management (CRM) system with client interactions and follow-up activities.
• Coordinate with finance teams regarding premium payment confirmations, outstanding balances, invoices, and payment-related inquiries.

Required Qualifications

• Bachelors degree or diploma in Business Administration, Insurance, Finance, Customer Service, or a related field is preferred.
• Previous experience as a Client Services Executive, Customer Service Executive, Insurance Client Services Officer, Policy Servicing Executive, or Client Relationship Coordinator is an advantage.
• Experience in an insurance company, insurance brokerage, financial services organization, or corporate customer service environment is preferred.
• Basic understanding of insurance policies, quotations, renewals, endorsements, claims procedures, and client servicing processes.
• Familiarity with customer relationship management (CRM) systems, policy administration software, or insurance management platforms is an advantage.
• Proficiency in Microsoft Office applications, including Word, Excel, and Outlook.
• Ability to maintain accurate client records, manage service requests, and follow up on pending documentation.
• Understanding of customer service procedures, complaint handling, client communication, and service quality standards.
• Good written and verbal communication skills in English; knowledge of Arabic is an advantage.
• Ability to communicate professionally with clients, brokers, insurers, and internal departments.