* Work for the world's largest privately owned insurance broker
* Excellent opportunity for someone to build a career in a fast-growing company (including mentoring program and personal development plan for each associate)
Lockton is seeking a motivated and detail‐oriented Client Services Officer to provide high‐quality administrative and client support within our insurance broking team. This is an entry‐level opportunity and an excellent starting point for someone looking to build a long‐term career in insurance.
Reporting to a Client Director, you will support client servicing activities while developing a foundational understanding of insurance products, processes, and regulations.
The Role
In this support role, you will assist with day‐to‐day administration, client communication, and policy processing. You will work closely with brokers and insurers, contribute to client meetings, and gain hands‐on exposure to the insurance industry while being supported with training and development.
No extensive insurance experience is required — just a strong work ethic, attention to detail, and a willingness to learn.
Key Responsibilities
* Communicate with clients and insurance companies via email and phone
* Assist with client invoicing, billing, and account processing
* Prepare reports, quotations, proposal forms, and renewal documentation
* Support client meetings and follow up actions
* Maintain accurate filing and electronic records
* Process invoices, endorsements, certificates of currency, and claims information
* Conduct market research and assist in analysing insurance policies
* Support colleagues and the broader team as required
* Ensure all work is completed in line with company policies and compliance standards
About You
* Completed Year 12 (or equivalent)
* Previous customer service or office administration experience preferred
* Interest in building a career in insurance or financial services
* Strong written and verbal communication skills
* High attention to detail and strong organisational skills
* Confident using Microsoft Word, Excel, PowerPoint, and Outlook
* A proactive, reliable, and collaborative team player
Qualifications (Preferred but Not Essential)
* Bachelor's degree in Business, Finance, Economics, or a related field
* Tier 1 Insurance Broking Certificate / Level 5 Certificate in Financial Services
* Around 1 year of experience in insurance or financial services
Learning & Development
* Support to obtain Tier 1 Insurance Broking / Level 5 Financial Services certification (if not already held)
* Ongoing internal and external training opportunities
* Career development and performance development planning
We offer
* Join us in an agile/hybrid work environment that promotes flexibility and work-life balance.
* We prioritise your professional growth with training and development opportunities at all levels. Benefit from our 10-week mentoring program for guidance and support to excel in your role.
* Your well‐being matters. Enjoy discounted corporate private health insurance, a complimentary flu vaccination program. Our Salary Continuance insurance provides financial protection for you and your family in case of illness or injury.
* Take time for yourself. We offer extra paid summer and winter days to focus on your wellness and recharge.
* We value your contributions and offer competitive remuneration packages. Be recognised for your hard work through our reward and recognition schemes.
* Family comes first. Enjoy paid parental leave and contribute to your community with our paid volunteer leave.
* Your mental well‐being is important. Our employee assistance program provides coaching and counselling services.
* Join our inclusive culture. Engage with our Wellness, Diversity, Equity & Inclusion, and CSR Associate Resource Groups to participate in initiatives aligned with your passions and values.
About Lockton
Lockton has grown to become the world's largest privately owned insurance broker. Certified as a Great Place to Work in Australia and featured on the Top 50 Workplaces for Women, our structure and unique culture empowers Associates to make decisions and influence the direction of the business.
With top-tier mentors and a 98% client retention rate in Australia, we employ some of the best and brightest minds in the risk and insurance industry.
The insurance industry isn't going anywhere. It's stable. It's secure. Over 300 Associates help organisations every-day to drive profitability over the long-term and become more resilient.
To learn more about us, please visit global.lockton.com.
How to apply
If you're enthusiastic about the role and believe you would be a great fit, we encourage you to apply, even if your experience doesn't align perfectly with all the requirements. Your unique perspective and skills are valuable to us. Please click "apply" and submit your CV along with a detailed cover letter explaining why this job caught your attention and how your abilities and experience make you suitable for the role.
Lockton is committed to equal opportunity employment. We value diverse perspectives and contributions from all our associates. We strongly encourage applications from individuals of all backgrounds, ages, religions, including Aboriginal and Torres Strait Islander Peoples, LGBTIQ+ people, individuals with disabilities, women, and those from culturally or linguistically diverse backgrounds.
We do not accept speculative CVs from recruitment agencies and will not be liable for any fees associated with unsolicited submissions.
#J-18808-Ljbffr