Join an established Bowral-based business in a varied client services and administration role, helping individuals navigate detailed claims and documentation processes.As a Client Services Assistant, you'll support clients throughout the claims process, ensuring each case is handled accurately and efficiently.You'll also be the first point of contact for the business, answering incoming calls and directing enquiries to the appropriate person.Your responsibilitiesAnswering incoming calls and directing enquiries across the businessPreparing client documentation using established templatesReviewing submitted paperwork to ensure it meets the relevant criteriaGuiding clients through the claims processLiaising with state and federal organisations and share registriesMaintaining accurate client records and monitoring workflowUsing Microsoft Word, Excel, SharePoint and the company CRMSupporting general office management, including ordering supplies and liaising with suppliersJoin an established Bowral-based business in a diverse client services and administration role, helping individuals navigate detailed claims and documentation processes.As a Client Services Assistant, you'll support clients throughout the claims process, ensuring each case is handled accurately and efficiently.You'll also be the first point of contact for the business,



answering incoming calls and directing enquiries to the appropriate person.Your responsibilitiesAnswering incoming calls and directing enquiries across the businessPreparing client documentation using established templatesReviewing submitted paperwork to ensure it meets the relevant criteriaGuiding clients through the claims processLiaising with state and federal organisations and share registriesMaintaining accurate client records and monitoring workflowUsing Microsoft Word, Excel, SharePoint and the company CRMSupporting general office management, including ordering supplies and liaising with suppliersAbout youStrong verbal communication skills are essential, as you'll regularly speak with clients and answer incoming callsConfident and professional written communication skillsStrong organisational skills and the ability to manage multiple prioritiesExcellent attention to detail and a careful, methodical approach to paperworkAdaptable and calm when things get busy or priorities changeComfortable learning new systems and processesExperience in claims, legal or financial services would be highly regardedThis role would suit a dedicated and organised professional who enjoys helping people, takes pride in getting the details right and is keen to grow within a supportive team.
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📌 Client Services Assistant (New South Wales)
🏢 Highland Recruitment
📍 New South Wales