The Role

Support Advisers to grow their corporate book by handling corporate clients and their employees' queries on insurance, Superannuation and other Employee Benefits programs.

Duties and Responsibilities

- Build strong client relationships to anticipate future client needs.
- Manage client service, implementation and administrative functions.
- Liaise with key Client and Provider stake holders to ensure effective and productive management of accounts.
- Assist with corporate flyers and employee benefits summary sheets.
- Manage employer and employee queries,
- Assist with content generation and coordination of corporate seminars and presentations.
- Take ownership of all serviced deliverables and compliance requirements for your allocated panel of clients.

Skills & Experience

- Minimum 2 years’ experience in Financial Services
- Excellent communication skills and eye for detail
- Background in building relationship with clients
- Exposure to multiple institutions
- experience with Salesforce CRM

If this sounds of interest to you, please apply via the link below or for a confidential discussion.

📌 Client Service Executive/ Junior Account Manager (Sydney)
🏢 Vivere Recruitment Group
📍 Sydney