Client Services Executive Application

Client Services Executive Application Process

Thank you for taking the time to consider Atlantis Financials for your next career leap.
About the Role

We are seeking a highly organized and detail-oriented Client Services Executive to join our team. In this role, you will play a key part in ensuring a seamless client experience by providing exceptional customer support, managing client accounts, and assisting with administrative tasks. You will collaborate with internal teams to maintain client satisfaction and support the smooth daily operations of our insurance and investment processes.

Responsibilities

Client Management:
- Assist with client onboarding, including account setup, verification, and ensuring with KYC/AML regulations.
- Manage the renewal of insurance policies across all lines by coordinating with clients and providers.
- Prepare and issue new business quotations tailored to client needs and underwriting requirements.
- Maintain and update client records in the CRM system, ensuring all information is complete and up-to-date.
- Collaborate with internal teams to address client inquiries and ensure timely resolution of any requests or concerns.
Customer Service - Client Services/Support:
- Respond to client inquiries and concerns through phone calls, emails, and in person in a professional and courteous manner.
- Contact and respond to partner companies.
- Proactively identify potential client needs and provide solutions to enhance their experience.
Operations Support:
- Assist with the preparation of reports, maintaining client-related records, and managing filing systems to ensure efficient and organized operations.
- Support internal teams with administrative tasks such as data entry, document management, and maintaining records in alignment with operational procedures.
- Organize and manage physical and electronic filing systems for client records, policies, contracts, and other important documentation to ensure easy access and accurate data retrieval.
Requirements
- Bachelor's degree in Business Administration, Insurance, Management, Finance, or a related field.
- Minimum of 2 years of professional experience in insurance, brokerage, or a similar role.
- Strong organizational skills with a keen eye for detail.
- Excellent verbal and written communication skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and CRM software.
Desired experience (Optional)
- Working knowledge of financial products and services.
- Familiarity with KYC/AML regulations and compliance procedures.
Please take your time to introduce us to yourself by carefully answering the below questions. We wish you the best of luck.
Name*

First NameLast Name
Nationality*
Gender*

MaleFemale
Civil Status*

SingleMarriedEngagedDivorced
Number of Children*
Date of Birth*

DayMonthYear
Date
Email Address*
Phone Number*
Does our address in Mkalles/Lower-Mansourieh suit your everyday commute?*

Yes, I live close enoughI live far but I'm willing to commuteNo
Recruitment Source*
Recruitment Agency Name*
Which school did you graduate from?*
Which university did you graduate from?*
University Graduation Date*

DayMonthYear
University Degree*
Additional Education or Learning courses
Work Experience (Please write None if you don’t have any)*
Trainings / Internships (Please write None if you don’t have any*
Are you currently employed?*

YesNo
Please tell us when you can start if we hire you*

DayMonthYear
Date
Last Salary (in US Dollars)*
Minimum Required Salary (in US Dollars)*
Rate your English, both spoken and written*

1 Star= Weakest
Rate your French, both spoken and written*

1 Star = Weakest
Rate your communication skills*
Rate your knowledge of insurance products*
How much do you enjoy dealing with people?*
Do you have any experience in any type of investment products?*

YesNo
Have you worked in any sales-related position before?*

YesNo
Do you like reading?*

YesNo
What are the best books you have read?*
Name three of your favorite songs*
How do you think you can contribute to the well-being of our firm if you joined the client experience department? *
Your Address*

Street Address

Street Address Line 2

CityState / Province

CityCountry
Please upload your CV*

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Please upload a clear photograph of yourself*

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After you click on "Submit", you will be redirected to our instagram page.

This means that your application has been accepted, and has been relayed to the Human Resources department.
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Client Services Executive Application Process