Senior Finance Specialist

3 days ago

Perth, Western Australia beBeeCustomerFocused Full time $105,167 - $114,938
Drive Success in Premium Funding

Make a meaningful impact in the financial services space as a motivated and customer-focused professional. You will support clients by providing expert guidance, seamless loan support, and proactive service that drives long-term success.

Key Responsibilities:
  • Drive sales and increase penetration of premium funding products within target segments.
  • Deliver prompt, high-quality support to clients across all touchpoints.
  • Respond to new business, renewal, and endorsement quote requests, ensuring correct terms are provided.
  • Provide training on premium funding strategies.
  • Manage loan-related enquiries, resolve issues efficiently, and ensure a smooth customer experience.
  • Maintain compliance with service standards and internal policies.
Requirements:
  • Experience in finance services, banking, or general insurance is desirable but not mandatory.
  • The role is open to professionals looking to commence their careers in the financial/insurance industry.
  • A collaborative team player with a proactive approach.
  • High level of attention to detail and delivering excellent customer service.
  • Excellent verbal and written communication skills.
  • A motivated individual with a customer-first mindset.
  • Ability to work well in a team and build trusted relationships.
About This Opportunity:

Grow your career with a leading organization that values innovation, collaboration, and customer satisfaction. Our structure empowers professionals to make decisions and influence the direction of the business.

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