Senior Client Services Manager

2 days ago


Sydney, New South Wales, Australia beBeeInsurance Full time $120,000 - $140,000
Job Overview

The Principal Insurance Adviser role involves providing high-level service and advice to clients through personal interaction, client reviews, and education services.

This position requires managing client workflow and complexity while fostering an environment of learning and development within the team.

The team comprises a Senior Adviser, Adviser, and Advice Assistant, with a focus on 'Mums & Dads' clients, as well as affluent and commercial clients.

The ideal candidate will have 8 years of experience in a client-facing Insurance advice role, encompassing a broad range of client types and demographics.

They will have demonstrated formal experience leading a team of Advisers, with relevant coaching and development capabilities.

Key skills include advanced interpersonal relationship skills, strong analytical skills, and a genuine desire to help others.

Additional requirements include high energy levels, new client engagement skills, lateral thinking capabilities, and commercial aptitude.

Employees enjoy a competitive market salary and performance-based bonus structure, based on client retention, organic growth, client referrals, and new business written, plus standard gateway and balanced scorecard measures.



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