Client Services Executive

Rokstone Group; Greater London; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

Rokstone Group is seeking a Client Services Executive in London to support specialist teams with accurate processing, data management, and operational support. The role emphasizes data quality and service excellence across the business.

The position involves processing risks and transactions, uploading premiums to market systems, resolving data queries, and ensuring timely delivery in a hybrid environment. Strong attention to detail and London Market knowledge are essential.

Qualifications

• 2+ years in insurance processing, operations or similar function.
• London Market knowledge or experience is essential.
• GCSEs at grades A-C including English and Maths.

Responsibilities

• Accurately process and administer risks and transactions within agreed timescales.
• Upload premiums to the Bureau and other market systems per processes and controls.
• Liaise with divisions and servicing teams to resolve technical and data queries.
• Identify and resolve data discrepancies and processing exceptions.
• Allocate and reconcile unallocated cash to support KPIs and objectives.
• Support bordereaux production, validation, and QA per carrier requirements.
• Maintain high data accuracy, compliance, and data quality across processing.
• Contribute to process improvement and adopt technology and automation where appropriate.
• Support training and maintain technical knowledge and market awareness.
• Carry out any additional duties reasonably assigned.

Skills

Data accuracy

Organisational skills

Analytical skills

Communication skills

MS Word

MS Excel

MS Outlook

Problem solving

Education

GCSE English & Maths

CII qualification desirable

Tools

Velonetic systems

Job description

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

We are an equal opportunity employer, and we are proud to share that 93% of our employees say they can be themselves at work. We aim to hire our industry's finest people because the best people drive the best outcomes. And we forever challenge the status quo because we know there are always ways to improve things. Because together, we're limitless.

We value applicants from all backgrounds and foster a culture of inclusivity. We understand the need for flexibility, so work in a hybrid model. Please let us know if you require any reasonable adjustments during the recruitment process.

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 theFCA, thePRAand other regulators.
• You must pay due regard to the interests ofcustomersand treat them fairly.
• You must observe proper standards of market conduct.
• You must act to deliver good outcomes for retail customers.