Taurus Risk Management
Client Service Executive
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Company Description
Taurus Risk Management is a directly FCA-regulated insurance brokerage based in the City of London. We work with UK businesses and private clients to implement effective insurance strategies that ensure key risks are properly protected at the right price. Our approach focuses on practical solutions that meet each client's specific requirements.
Role Description
This is a full-time hybrid role based in the London area, with some flexibility to work from home. Taurus is a growing brokerage entering its next phase of growth, and the Client Service Executive will play a key role in both sides of that: delivering exceptional service across existing SME accounts, develop and win new SME business.
You'll handle day-to-day policy administration, including renewals, mid-term adjustments, claims, and quotations, ensuring clients receive exceptional service at every stage. Alongside this, you'll be actively involved in the firm's new business efforts, from identifying opportunities and preparing quotations to supporting pitches and following up on prospects. This role suits an organised, detail-oriented professional with a strong understanding of insurance processes who also enjoys the commercial side of broking and wants to grow with the business.
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Key Responsibilities
- Develop and support new SME business, including identifying opportunities, obtaining quotations, preparing proposals, and following up on prospects
- Support brokers and directors on new business initiatives, campaigns, and pitch preparation
- Identify cross-selling and upselling opportunities within existing client accounts
- Process renewals, mid-term adjustments, and new business transactions efficiently and accurately
- Manage client documentation and policy records accurately within the broking system
- Prepare and issue policy schedules, certificates, and invoices
- Handle client queries promptly and professionally, maintaining high service standards
- Assist in managing claims from notification to settlement, keeping clients and insurers updated throughout
- Ensure compliance with FCA regulations and internal company procedures
- Contribute to process improvements and help maintain smooth operational workflows
Qualifications & Experience
- Proven experience in a client servicing or account handling role within an insurance brokerage or insurer
- Solid understanding of insurance administration, renewals, MTAs, claims, and quoting processes
- A commercial mindset with an appetite to get involved in new business and business development
- Confident using insurance broking systems and Microsoft Office applications
- Excellent attention to detail, time management, and organisational skills
- Strong written and verbal communication abilities
- Positive, proactive approach to supporting both clients and colleagues
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Why Taurus Risk Management
We're a growing, forward-thinking brokerage with a focus on expertise, integrity, and client service. This role offers the opportunity to join a professional yet friendly team, gain exposure across a wide range of insurance products and the full broking cycle from prospect to renewal, and develop a long-term career in a respected London brokerage.
If you're an experienced insurance professional who enjoys delivering excellent client service, wants to build their new business skills, and wants to be part of a dynamic, growing firm, we'd love to hear from you.
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