Insurance Client Relationship Manager

1 week ago


Brisbane, Queensland, Australia Advance Recruitment Partners Full time

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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