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Client Care Executive

Skills
AssessmentCustomer Relationship ManagementHealthcareInterest RatesProfessional ServicesSalesSuitability
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • Proven experience in a client-facing sales or service role ideally in healthcare legal or professional services.
  • Exceptional verbal and written communication skills with empathy and professionalism.
  • Highly organised with strong digital proficiency and multi-case workflow management.
  • Experience handling sensitive medical enquiries.
  • Ability to work in a fast-paced environment.

Nice to have

  • Empathetic
  • Professional
  • Highly organised
  • Digitally proficient
  • Fast paced

Day to day

  • Act as the first point of contact for new enquiries from solicitors families and healthcare professionals.
  • Assess referral urgency suitability and complexity with care and professionalism.
  • Coordinate appointments gather clinical documentation and keep records accurate in the CRM system.

Hiring process

  • Speak to Jack