Client Services Officer

4 days ago

Sydney, New South Wales, Australia Kona And Co Full time

A clear 12-18-month career progression pathway into an Account Executive
- Join a company that puts their people first through employment empowermen
- Comprehensive work form home benefits for all needs

**The Company**
- The advantage of working in a small close-knit team is that your hard work is recognised and well rewarded. This is a friendly culture within a relaxed working environment that will allow you to shine and develop in your career. They encourage further development and want to see you do well

In this role you will get to personally develop your skills and build a solid reputation as a highly regarded Insurance Broker being part of a boutique specialist insurance brokerage, you get the chance to work with a Director and senior brokers with quality clientele.

**The Role**

Working within the General Insurance team, you will have the opportunity to learn and develop a broad set of assistant broking skills which will lead you on a successful broking career path
- Assisting an insurance broker in the processing of renewal documentation, servicing and assisting smaller businesses
- Taking incoming phone calls from SME, Medium, and Corporate Clients, as well as answering questions regarding their insurance
- Responding to inquiries from clients, insurers, and other relevant parties
- Providing a high level of support through general administration
- Ensuring the internal database is accurate and up to date
- Assisting team with management of debtors
- Ensuring correspondence and reports are accurate, compliant, and prepared in accordance with internal procedures
- Documentation production
- Invoicing and Debtor management
- Previous experience working within the insurance industry or financial services
- Must have strong communication skills both written and verbal
- High degree of organisational skills and the ability to multi-task, learn quickly and be proactive
- Advanced administration skills and experience working with Microsoft Office

**Benefits and Culture**
- People enjoy working here because they offer fantastic opportunities for growth and development and a competitive salary
- We love recruiting for them because of the flexible working arrangements they provide to their staff
- Tier 1 Insurance Broking Qualification is required and paid by the company
- A clear 12-18-month career progression pathway into an Account Executive
- Technical insurance training, with in-house and select market experts

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