Background

Turtle Insurance Brokers Ltd was established in 2015 with the aim of offering consultancy services in risk management and insurance broking. As an independent insurance broker, we offer full service on short term (general insurance), long term (life) and health insurance and facilitate insurance placements for a broad range of clients from sole traders to PLCs and MNCs The leverage achieved through our well-established contacts with various insurers and reinsurers helps us to insure risks on a local as well as global basis. Our deep knowledge encompassing multiple industries provides us a platform to handle complex risks.

As specialists in commercial insurances, we provide the care and technical expertise your business needs to ensure you 'Stay Covered.'

Job Purpose

We are seeking a proactive and client-focused Client Services Representative to manage client relationships, coordinate insurance services, and ensure timely delivery of policy documentation. The ideal candidate will maintain high service standards, communicate effectively with clients, and work closely with internal departments to ensure smooth operations.

Key Responsibilities

• Proactively manage client relationships, including pre- and post-renewal engagement, follow-ups, and monthly check-ins.
• Coordinate with insurance services, claims, and accounts to ensure accurate documentation, timely quotations, policy delivery, and premium collection.
• Maintain and update client records, asset registers, payment plans, and visit schedules.
• Promote the ERP system and gather client feedback to improve service delivery.
• Prepare and submit monthly engagement, performance, and activity reports.
• Escalate high-priority client issues to senior management as necessary.

Qualifications and Skills

• College qualification (Insurance, Business, or related field preferred).
• Strong written and spoken English communication skills.
• Customer-focused with excellent interpersonal skills.
• Proven experience in client services, insurance, or related roles is an advantage.
• Good computer literacy, including Microsoft Office proficiency.
• High level of accuracy, attention to detail, and organisational skills.
• Ability to work independently and collaboratively within a team.
• Responsible, proactive, and able to maintain confidentiality.

• Proactively manage client relationships, including pre- and post-renewal engagement, follow-ups, and monthly check-ins.
• Coordinate with insurance services, claims, and accounts to ensure accurate documentation, timely quotations, policy delivery, and premium collection.
• Maintain and update client records, asset registers, payment plans, and visit schedules.
• Promote the ERP system and gather client feedback to improve service delivery.
• Prepare and submit monthly engagement, performance, and activity reports.
• Escalate high-priority client issues to senior management as necessary.

• Strong written and spoken English communication skills.
• Customer-focused with excellent interpersonal skills.
• Good computer literacy, including Microsoft Office proficiency.
• High level of accuracy, attention to detail, and organisational skills.
• Ability to work independently and collaboratively within a team.
• Responsible, proactive, and able to maintain confidentiality.

• College qualification (Insurance, Business, or related field preferred).
• Proven experience in client services, insurance, or related roles is an advantage.