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Client Services Consultant - Expense management (6 Month FTC)

Location: SWINDON, WILTSHIRE, UNITED KINGDOM Salary: , Salary Negotiable
Sector: Business Support Job Type: Permanent
Shift Type: FULL TIME Applications: N/A
Posted: 2 months ago Reference: X3-321654

Reed recruitment are currently recruiting for a Client Services Consultant - Expense management for a 6 month fixed term contract in the Swindon location.


• Carry out Start conversations
• Explain services
• Manage delivery of those services
• Consult with and provide advice to employee and client in respect of all activities undertaken
• Maintain regular proactive communication, verbal and written, with employee and client
• To audit all expense claims made by the employee with attention to detail ensure that these are either paid in a timely manner or are referred back to the employee to explain why the claim cannot be processed or paid.
• Formulate and make detailed recommendations to employee and client based on business case/justifications
• Identify and resolve technical issues/problems on each case as they arise
• Achieve targeted levels of customer satisfaction on each case and meet client specific service Standards

• Select appropriate suppliers based on capability and coverage
• Instruct suppliers
• Maintain regular contact with suppliers
• Manage supplier performance at case level
• Ensure accurate and efficient supplier payment

• Record all case related data in an accurate and timely fashion, update as required
• Maintain complete and accurate case text notes
• Undertake client review updates as required by the CSM

• To understand the general insurance responsibilities of the business and keep abreast of changes to the FCA regulatory procedures
• To assist customers with general insurance enquiries in line with the guidelines of Oval Limited and Aspire and arrange insurance as required
• To assist colleagues in meeting the general insurance responsibilities of the business.
• Understand the nature of the specific responsibilities of the business as an Appointed Representative (AR) of Oval Limited
• Follow the structures and systems in place to ensure the business discharges its AR responsibilities.
• To ensure compliance with the FCA rules detailed in the Cartus training programme.
• Periodically report to line manager on matters relevant to the General Insurance and Financial Services activities.

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