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Premium funding specialist

Perth
beBeeFunding
Posted: 5 October
Offer description

As a key player in the financial services landscape, building strong relationships and delivering outstanding service is crucial for success. Our team requires a motivated and customer-focused professional to join our growing premium funding unit. In this role, you'll provide expert guidance, seamless loan support, and proactive service that drives long-term success.


Key Responsibilities

* Drive sales and increase penetration of premium funding products within the WA segment.
* Be a key contact for insurance brokers and customers based in WA, delivering prompt, high-quality support across all touchpoints.
* Respond to new business, renewal, and endorsement quote requests, ensuring correct terms are provided.
* Provide training to WA-based brokers on premium funding.
* Manage loan-related enquiries, resolve issues efficiently, and ensure a smooth customer experience.
* Maintain compliance with service standards and internal policies.


Requirements

* Experience in finance services, banking, general insurance, or premium funding is desirable but not mandatory.
* A collaborative team player with a proactive approach.
* High level of attention to detail and delivering excellent customer service.
* Excellent verbal and written communication skills.
* A motivated individual with a customer-first mindset.
* Ability to work well in a team and build trusted internal and external relationships.


What's in it for You?

* Competitive salary plus super, as well as a discretionary bonus per year.
* An existing book of clients to offer the premium funding product.
* Full training will be provided within a supportive team environment.
* Opportunities to grow and develop your career.


About Us

We're a leading global insurance broker, certified as a Great Place to Work in Australia and featured on the Top 50 Workplaces for Women. Our unique culture empowers professionals to make decisions and influence the direction of the business.

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