Client Service Specialist

6 days ago


Sydney, Australia Marsh Full time

**Client Service Specialist**

**What can you expect?**

In this role you will support colleagues and clients in all aspects of administration and technical support through the accurate, efficient and timely production of all policy and related documentation across the insurance life cycle.

Working under the umbrella of operations you will help drive standardisation of processes and procedures. This includes providing legally compliant work to the client and entering accurate information into all Marsh IT Applications, enabling the delivery of analytical statistics. You will assist in upskilling non client facing operations colleagues with additional product and client knowledge.

**What is in it for you?**
- Interesting and diverse client portfolio.
- Leading training and development program.
- Professional environment where your career path really matters and is supported in our global organization.
- Successful, established Corporate team with energetic and supportive colleagues.
- Genuine flexible work life balance

**We will count on you to**:

- Ensure timely and accurate production/processing of client transactions including but not limited to:

- invoices and related policy accounting documentation
- quotation and placing slips
- premium and adjustment calculations
- information and documentation for Pre-Renewal and Broking meetings
- draft policy wordings and endorsements for Senior Account Executive / Principal
- renewal reports and insurance manuals
- certificates of currency
- current and outstanding documentation follow ups
- all other documentation
- Support the achievement of high levels of client satisfaction through effective administrative support to Account Executives and Senior Account Executives
- Support effective working relationships with clients and insurers as required by A/C Executive/Senior A/C Executive
- Ensure that accurate up to date records on all clients are always maintained
- Possess a thorough understanding of all major classes of insurance which the Company offers to its clients
- Possess a thorough working knowledge of all aspects of the Insurance (Agents & Brokers) Act, Insurance Contracts Act, Fire Services Levy, Stamp Duties, Worker's Compensation and other relevant legislation
- Acquire and maintain an awareness of the client's business and insurance needs, noting all briefing information provided by senior servicing and broking managers
- Develop and maintain a basic understanding of the core aspects of relevant Insurance and related legislation
- Adhere strictly to the Company's Quality practices and other systems and procedures
- Comply fully with the Company's Errors and Omissions avoidance policy

**What you need to have**:

- Excellent communication skills (verbal and written).
- Strong administration and organizational skills.
- Sound knowledge of Microsoft office suite and a fast learner of other computerized systems.
- Ability to work under pressure and possess an understanding of the importance to meet deadlines through effective time management skills.
- Motivated self-starter focused on achieving results and able to work autonomously as well as be a team player.

**What makes you stand out?**
- High School Certificate or equivalent
- Minimum 3 years’ experience in a similar broking/operational role, preferably in an insurance related field
- Minimum Tier 1 ANZIIF Broking License

**About Marsh**:

- Marsh is an equal opportunity employer committed to embracing a diverse and inclusive work environment. We aim to attract and retain the best people regardless of their gender, marital/parental status, ethnic origin, nationality, age, background, disability, sexual orientation, and gender identity._



  • Sydney, New South Wales, Australia Compare Club Full time $104,000 - $130,878 per year

    Compare Club is helping Australians make smarter choices about life insurance, health insurance, and more. As we continue to grow, we're looking for aClient Services Specialistto join our Life Insurance team. In this role, you'll be focused on building strong relationships with existing customers and supporting them in managing and retaining their life...


  • Sydney, Australia NAB Full time

    Client Services Specialist - Job number: 800060 - Primary position location: NSW- Sydney CBD - Category: Banking & Financial Services - Category: Business Banking - Work type: Permanent Full time - Closing at: Jul 6 2025 - 23:55 AEST **Favourite** - **In the role of Client Services Specialist, you will put customers at the centre of everything you...


  • Sydney, Australia UBS Full time

    Australia - Operations - Investment Bank **Job Reference #** - 317527BR **City** - Sydney **Job Type** - Full Time **Your role** - Are you customer-centric focused with a great track record of resolving enquiries? Do you use innovative approaches to identify and address client needs? We’re looking for an ETD & PB Client Middle Office (CMO) Specialist...


  • Sydney, Australia NAB - National Australia Bank Full time

    **Work type**: Permanent Full time **Location**: Aust - NSW Metro - **Enjoy and thrive in a busy, supportive team environment**: - **Be the first point of contact for our customers at Medfin**: - **Excellent training, development & mentoring** **A career that gives you more** Your career at NAB is about more than money, it's about serving our customers...


  • Sydney, Australia Marsh Full time

    **Client Service Specialist** **What can you expect?** In this role you will support colleagues and clients in all aspects of administration and technical support through the accurate, efficient, and timely production of all policy and related documentation across the insurance life cycle. Working under the umbrella of operations you will help drive...


  • Sydney, Australia Marsh Full time

    **Client Service Specialist** **What can you expect?** In this role you will support colleagues and clients in all aspects of administration and technical support through the accurate, efficient and timely production of all policy and related documentation across the insurance life cycle. Working under the umbrella of operations you will help drive...

  • Client Services

    2 weeks ago


    Sydney, Australia FIRST CONTACT Full time

    Location: Sydney, Unisuper Salary: AUD Industry Standards **Client Services & Hospitality Specialist** Are you passionate about creating exceptional experiences? As our **Client Services & Hospitality Specialist**, you’ll be the go-to person ensuring every meeting, event, and interaction runs seamlessly. Your attention to detail and warm approach will...


  • North Sydney, Australia Sedgwick Full time

    Taking care of people is at the heart of everything we do, and we start by taking care of you, our valued colleague. A career at Sedgwick means experiencing our culture of caring. It means having flexibility and time for all the things that are important to you. It’s an opportunity to do something meaningful, each and every day. It’s having support for...


  • Sydney, Australia DLL Full time

    **Our organisation** DLL is not your average financial services company. In fact, we are above average in almost every way. With an employee engagement score of 85% (compared to the 72% industry average), it sure seems like we are doing something right. And, while most companies survive fewer than 20 years, 2019 marked our 50th. We collaborate with...


  • Sydney, Australia DLL Group Full time

    DLL is not your average financial services company. In fact, we are above average in almost every way. With an employee engagement score of 85% (compared to the 72% industry average), it sure seems like we are doing something right. And, while most companies survive fewer than 20 years, 2019 marked our 50th. We collaborate with manufacturers, suppliers, and...