Insurance Client Relationship Manager

1 week ago


Brisbane, Queensland, Australia Advance Recruitment Partners Full time
Unlock a Thriving Career in Insurance Client Services

We have partnered with a leading financial planning firm based on Brisbane's city fringe, renowned for delivering exceptional service and advice to clients.

  • This pivotal role is responsible for managing and enhancing client relationships, providing first-class administrative support, and ensuring all client needs are met promptly and professionally.
Main Responsibilities:
  • Act as the primary point of contact for clients, offering superior service and support.
  • Manage client queries and requests, maintaining high levels of satisfaction.
  • Coordinate and process client documentation efficiently.
  • Liaise with internal and external stakeholders to ensure seamless service delivery.
  • Assist with compliance and regulatory requirements, keeping records up-to-date.
  • Provide administrative support to advisers, including scheduling and preparing for client meetings.
Key Skills & Experience:
  • Previous experience in a similar client service role within insurance.
  • Detailed knowledge of insurance products and services.
  • Excellent communication and interpersonal skills with a strong client-focused approach.
  • Ability to manage multiple tasks and prioritise workload effectively.
  • High attention to detail and organisational skills.
  • Proficiency in CRM systems, such as Xplan and Microsoft Office Suite.
About the Opportunity:
  • A competitive salary package of around $70,000 per annum.
  • The chance to work in a dynamic team environment with opportunities for career growth.
  • Convenient location with excellent public transport links.


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