About Us
We are a boutique accounting and wealth advisory firm offering integrated services across business advisory, tax, wealth management, risk protection, and lending. We were founded over 60 years ago in Adelaide.
Role Overview
We seek a motivated client service manager with a specialization in risk insurance to join our team. In this role, you will be the go-to person for all aspects of personal insurance operations and client service, supporting financial advisors in delivering outstanding insurance advice and service.
Key Responsibilities
* Act as the primary point of contact for all insurance client enquiries.
* Drive the end-to-end insurance advice and implementation process.
* Coordinate and manage insurance claims for clients.
* Provide technical support to advisors on insurance strategies and product selection.
* Ensure compliance and accuracy of client insurance records.
Qualifications and Experience
The ideal candidate will have at least 2-3 years of experience in insurance or financial services, with a strong understanding of life insurance, income protection, TPD, and trauma insurance products and their key features.
What We Offer
You will become part of a firm that invests in our people and provides a rewarding work environment. We offer career growth and development opportunities, an integrated team and support structure, work-life balance and flexibility, and a dynamic culture and social events.
How to Proceed
To proceed with your application, please submit your resume and a cover letter. In your cover letter, we'd love to hear about your experience with insurance client service/administration and what excites you about this opportunity.