Job Opportunity
We are looking for an experienced professional to join our team in the Adelaide office. This role requires a hybrid working arrangement with at least three days per week in the office.
Main Responsibilities:
* Support senior and principal executives in client services, including contact, administration, and technical support.
* Assist brokers and clients with alternative risk finance solutions and discretionary trusts; manage accounts, provide advice, and administer plans.
* Address inquiries from brokers and customers accurately, identify service trends, and oversee trust renewals.
* Provide day-to-day client service and account management across various solutions to enhance service quality and retention.
* Support business growth by servicing existing accounts and assisting the new business team and client executives in expanding the trust portfolio.
* BUILD STRONG RELATIONSHIPS WITH KEY CLIENT DECISION MAKERS THROUGH REGULAR MEETINGS.
* Understand clients' business, risk management, and insurance needs.
* Implement renewal and broking strategies as instructed.
* Assist with account retention and defence strategies.
* Help develop additional business from existing portfolios and acquire new clients.
* Introduce new products aligned with company strategies to benefit clients.
* Support claim negotiations to achieve fair settlements for clients.
* Ensure timely and accurate documentation, quotations, and premium calculations.
* Maintain accurate, up-to-date client records in accordance with company principles.
Required Skills and Qualifications
* Tier 1 qualification
* MIS Compliant or willingness to obtain
* Demonstrated experience within the insurance industry
* Excellent communication and interpersonal skills
* Proficient Excel skills
* Ability to produce a high standard of work, demonstrating accuracy and attention to detail
* Good analytical skills
What We Offer
This is an excellent opportunity for someone who wants to grow their career in the insurance industry. The ideal candidate will have strong communication skills, be able to work independently, and have a passion for building long-term relationships with clients.
About Us
We are a leading provider of insurance solutions, committed to delivering exceptional results to our clients. Our team is dedicated to providing outstanding service and support, and we are looking for talented individuals to join us in this mission.