Client Account Manager

2 months ago

Sydney, Australia Occulus International Full time

Full Time_
- _
- Sydney_
- _
- May 5, 2023 _
- Sales_
- _
- _

**Job Overview**:
Our client from the financial services industry is currently looking for a Client Account Manager based in Sydney who will be responsible for ensuring excellence in the servicing of a portfolio of clients and for building strong business relationships with existing and prospective clients.

**Benefits on offer**:
Work from home 3 days per week.

Be part of an ASX200 firm.

Be part of a supportive & collaborative team.

**Responsibilities**:
**Provision of excellence in customer service.**
- Meet the needs of all this **Global Key Account** and related stakeholders in a proactive and professional manner.
- Provision of commercially viable solutions to various stakeholders as required.
- Conduct appropriate client and insurer meetings and discussions including documenting follow-up on recommendations (client and internal) in a timely manner.
- Liaise with respective client’s team members and work with them to ensure equitable and timely responses to client issues.

**Effective General Administration of Client Portfolio**.
- Ensure that accurate and up-to-date records are always maintained for all clients.
- Ensure documents issued by insurers represent the cover required and described to the client.
- Ensure computer records and documents issued to represent the cover required.
- Ensure proper policy files are maintained to the correct standard with all appropriate file notes of client’s decisions and discussions and copies of documents issued.

**Effective management of client data and premium spreadsheets.**
- Managing all current client data and premium information.
- Liaison with Senior Brokers and Claims Administrator.

**Marketing and business development activities.**
- Assist with the development, implementation and management of new insurance and risk management programs that address client risks and changing business requirements.
- Gain and be able to demonstrate an understanding of clients’ risk management and workers’ compensation initiatives.
- Where necessary assist in the upgrading, development, and management of these initiatives alongside consultants in this area of the business.

**Ensure compliance with legal/regulatory obligations.**

**Development of this Key Client’s profile/reputation.**
- Provide an effective and professional representation of the company at industry events/client functions and within other appropriate avenues as directed.
- Maintain Professional and appropriate communication and behavior with all people connected with the client.

**Effective teamwork.**
- Provide effective communication to other team members to ensure the achievement of knowledge sharing and understanding.
- Provide broking support to other team members as required, e.g., in the absence of other key team members.
- Demonstrate and share key industry and account knowledge where appropriate with all interested parties.
- Contribute to team-based activities as required.

**Experience required;**

Tier 1 qualified;
Diploma of Financial Services (Insurance Broking) preferred;
Proven technical knowledge of all major classes of insurance;
Experience with database management and document management systems, e.g., CBS, OfficeTech;
Intermediate Level Microsoft Word, Excel, and Outlook.

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