Strategic Insurance Client Liaison

3 days ago

Melbourne, Victoria, Australia beBeeInsurance Full time $150,000 - $200,000
Client Relationship Manager Job Description

This role involves developing deep client relationships, identifying and fulfilling whole of account needs, and delivering tailored insurance and risk solutions to support long-term client value and retention.

  • Key Responsibilities:
    • Respond to and triage inbound warm leads from marketing campaigns, referrals, digital channels and existing client networks.
    • Qualify prospects and identify suitable insurance solutions in line with client needs and business appetite.
    • Follow up on leads in a timely and professional manner to maximize conversion rates.
    • Maintain accurate records of lead status, client interactions and opportunities using CRM tools. Ensure all advice and transactions meet compliance requirements, including record-keeping and disclosure obligations.
    • Preparation of quotes, proposal and policy documentation in line with internal processes.
    • Drive cross selling and upselling initiatives within existing portfolios.
    • Handle a portfolio of high-net-worth and corporate clients, ensuring a high level of client satisfaction, retention and engagement.
    • Deliver comprehensive risk management advice and insurance solutions tailored to the specific needs of the allied health sector.
  • Act as a trusted advisor by understanding clients' businesses in depth and proactively offering valued added insights and solutions.
  • Represent the business professionally in client meetings, industry events and presentations where needed.
  • Enhance the client experience through outstanding customer service.
  • Ensure a smooth onboarding experience for new clients, collaborating with both internal and external partners where required.
  • Act as a key contact for client queries, renewals, policy changes and coverage advice.
  • Provide a high standard of service and professional advice throughout the sales process and policy lifecycle.
  • Keep up to date with industry, product and legislative developments.

This role plays a pivotal part in driving business growth, improving client satisfaction, and delivering strategic insurance solutions to support long-term success.

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