Client Services Coordinator
2 weeks ago
Ensombl is a leading financial services firm that offers a range of investment, lending, and insurance services to private wealth clients. With over 15 years of experience, we have established ourselves as a top-performing business in the industry.
Job SummaryWe are seeking an experienced Client Services person to join our specialist insurance team. The successful candidate will be responsible for providing administrative support to our risk specialist and assisting with client meetings, research, and communication.
Key Responsibilities- Book client review meetings with our risk specialist and participate in client meetings to take notes and ensure follow-up items are actioned.
- Conduct research on clients' existing insurances, including retail and group insurances, and liaise directly with clients to handle their enquiries and ensure all requirements are obtained and completed.
- Perform ongoing maintenance of clients' policies, including monitoring dishonours, ensuring clients are aware of overdue payments, and managing annual insurance renewals.
- Assist in formulating insurance recommendations for clients with our advisers' approval and provide relevant information to our paraplanner to prepare high-quality and compliant Statement of Advice (SOAs).
- Manage administration functions, including ensuring files are 100% compliant with relevant documentation, and actioning and sorting mail for the insurance team.
- Diploma in Financial Planning or higher required.
- At least 1 year experience within the Financial Planning (Insurance) industry in a Client Service role or similar.
- Solid understanding and experience in Risk – Death, TPD, Trauma, Income Protection, and Business Insurance.
- Ability to build and maintain strong relationships, and achieve targets.
- Strong attention to detail and time management skills.
- Excellent communication, presentation, and interpersonal skills.
- Sound Xplan & Risk Researcher knowledge.
- Ability to work as part of a team or autonomously.
- Professional and friendly working environment with great culture, benefits, and ongoing career development opportunities.
- Mentoring from an experienced adviser.
- Opportunity to learn complex scenarios and variety of client situations.
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