Insurance Client Relationship Manager
1 week ago
We are partnering with a leading financial services provider in Brisbane to find an experienced Insurance Client Service Officer.
As a pivotal member of the team, this role is responsible for managing and enhancing client relationships, providing first-class administrative support, and ensuring all client needs are met promptly and professionally.
- The primary point of contact for clients, delivering exceptional service and support.
- Manage client queries and requests, maintaining high levels of satisfaction.
- Coordinate and process client documentation.
- Liaise with internal and external stakeholders to ensure smooth delivery of services.
- Assist with compliance and regulatory requirements, maintaining up-to-date records.
- Provide administrative support to advisers, including scheduling and preparing for client meetings.
Key Requirements:
- Previous experience in a similar client service role within insurance.
- Knowledge of insurance products.
- Exceptional communication and interpersonal skills with a 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.
What We Offer:
- Competitive salary package: AU$80,000 - AU$100,000 per annum.
- Hybrid working arrangements once settled.
- Opportunity to work in a supportive and dynamic team environment.
- Career development opportunities in the growing insurance and wealth sector.
- Convenient location with excellent public transport links.
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