
Client Relationship Specialist
2 weeks ago
This is a key role for our high-performing team. The Account Manager position involves managing key client accounts, developing new business, and retaining existing business.
- The successful candidate will be responsible for maintaining client relationships and providing an exceptional client experience throughout the policy/claims lifecycle.
- Key areas of accountability include:
- Maintaining accurate records and ensuring compliance with regulatory requirements.
- Coordinating processing instructions for quotations, new business, endorsements, renewals, and cancellations.
- Proactively preparing for renewals, including obtaining claims information and other duties as required.
- Preparing reports and documentation for clients and insurers.
- Providing general broking and technical support to the Regional Manager, supporting overall team success.
We are looking for a motivated and enthusiastic individual with solid insurance industry experience. Key qualifications include:
- Tier 1/2 or Diploma in Insurance Broking.
- A thirst for continual improvement and a desire to learn.
- Motivation to contribute directly to the achievement of KPIs impacting client retention, revenue, and client satisfaction.
- Demonstrated experience as a team player who takes initiative to ensure efficient running and growth of the portfolio.
- Superb organisational skills, attention to detail, and a finger on the pulse.
- Excellent communication abilities (verbal and written) to engage effectively at all levels.
- Previous experience in broking and client-facing relationships.
- Access to Employee Assistance Program.
- Flexible working arrangements.
- Leave such as 'Me Day', Pet Leave, and purchased leave.
- Free annual Flu vaccinations.
- Body and Mind Allowance.
- 'Values' award program.
- Opportunities to participate in charity events and programs.
- EBM Social Club events.
Please click the link below to submit your application.
Applicants must have unrestricted working rights in Australia.
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