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 solid 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 effective management of accounts.
Assist with corporate flyers and employee advantages 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
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