(Apply Now) Client Service Associate

- Join a leading insurance brokerage with a strong growth culture
- Exciting newly created role handling client comms, billing & workflow accuracy
- $70K package including super, enjoy lots of benefits & WFH policy

ABOUT THE COMPANY

This is your chance to join a leading insurance brokerage that’s reshaping how their teams work. By investing in brand-new support roles, they’re giving brokers the time to focus on clients while creating genuine career pathways for their people. Employees love the collaborative culture, the supportive leadership, and the genuine investment in their careers. It’s a place where hard work is recognised and opportunities to grow are real.

ABOUT THE ROLE

As a Client Service Associate, you’ll be the backbone of the team - ensuring brokers can focus on clients by keeping records accurate, processes smooth, and service enquiries resolved quickly. You’ll spend your first six months in the office for full training and onboarding, then enjoy two days WFH each week as part of the company’s flexible working policy. This is an exciting chance to join a brand-new support team, with opportunities to broaden your skills and explore future career progression within the business.

DUTIES

- Manage inbound and outbound client communications
- Resolve billing enquiries, overdue accounts, and cancellations
- Maintain accurate records, workflows, and reports
- Support brokers with mid-term servicing and client follow-ups
- Deliver ad hoc admin support to ensure smooth operations

SKILLS & EXPERIENCE

We’re looking for someone who thrives in a busy team environment, communicates with confidence, and takes pride in keeping things organised. You’ll be proactive, adaptable, and ready to learn - comfortable managing detail but also quick to pick up the bigger picture.

- 2+ years’ administration or client service experience (backgrounds in office management, payroll, or customer service will also be highly regarded)
- Strong verbal communication – clear, confident, professional
- Proficiency in telephone and email management systems
- Comfortable in fast-paced, high-volume environments
- Proactive and detail-oriented, with the initiative to solve problems
- Background in insurance, banking, or finance helpful but not essential
- Familiarity with insurance operations an advantage

BENEFITS

- Competitive Salary
- Career development and progression opportunities
- Mental health day to support wellbeing
- Discounts with 350+ retailers
- Hybrid flexibility – after 6 months, 2 days WFH per week
- Access to corporate health, wellbeing and financial support programs
- A workplace culture that values growth, collaboration and genuine investment in employees

OUR RECRUITMENT PROCESS

At Lotus People, we are committed to fostering diversity, equity and inclusion. We encourage applicants from all backgrounds to apply and will ensure a fair and equitable recruitment process.

Every application we receive is reviewed by a real person, never by AI. If your experience aligns with the requirements of the role, a consultant will be in touch within 2–3 business days for an initial phone screen. Shortlisted candidates will then proceed to a virtual interview with the consultant managing the role.

Due to the volume of applications and the specific nature of our briefs, we are unable to take phone enquiries about roles before an application is submitted. We ask that all interested candidates please apply online and wait to hear from us. Rest assured, we respond to every applicant, regardless of the outcome, so you will not be left wondering.

Manage client communications, resolve service enquiries & build workflow accuracy in a fast-paced finance organisation. Career growth opportunities

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