Client Portfolio Specialist

4 days ago

Hobart, Tasmania, Australia beBeeClientServices Full time $60 - $90
About This Role

We are seeking a skilled and dedicated professional to join our team as a Client Services Representative.

In this role, you will be responsible for servicing and growing a client portfolio while assisting senior colleagues. You will coordinate and compile new business quotes and renewals, provide exceptional customer service with tight turnaround times, and assist in account management and debtor management.

You will also seek opportunities to improve internal business processes and cost efficiencies, gather relevant client information, and ensure accuracy of documentation and policies for external and internal clients.

This is a fantastic opportunity to grow your career in the insurance industry, working with a dynamic team that values client service excellence.

Key Responsibilities
  • Coordinate and compile new business quotes and renewals
  • Provide high level customer service with tight turnaround times
  • Assist in overall account management and debtor management
  • Seek opportunities to improve internal business processes and cost efficiencies
  • Gather relevant client information and identify key issues
  • Ensure 100% accuracy of documentation and policies
Requirements

To be successful in this role, you will require:

  • Strong organisational and time management skills with ability to prioritise and multi-task
  • Excellent verbal and written communication skills
  • Excellent administration skills with high attention to detail
  • Strong commitment to client service excellence
  • Tier 1 or 2 qualification highly advantageous
What We Offer

We offer a range of benefits and career development opportunities including:

  • Tuition assistance; career development and training
  • Wellbeing offerings; employee assistance program
  • Lifestyle leave; Gallagher Rewards for discounts at major retailers
  • Employee Stock Purchase Plan to invest in the company's growth potential
  • Paid Volunteering days; salary sacrificed superannuation options

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