This energetic, fast-paced and growing business has got real momentum. Located in Neutral Bay, next to public transport, it is an exciting place to be, and it needs capable people to assist deliver the infrastructure that will support their continued growth.
Essentially an insurance advisory business, they are true professionals in their space with a complete and total focus on their clients. They work in partnership with all clients and create the best solutions across the areas of wealth creation and wealth protection. This role will be focused on insurance working closely with the Lead Adviser.
The Role
Due to recent and continuing growth, we require someone to support the Lead Risk Adviser. Key to this role is someone’s desire to work directly with clients, support with everything, and be passionate about learning and development. The position will suit someone who wants to grow and develop over time but equally will suit those who want to demonstrate their ability to effectively project management complex pieces of work. Organisation, attention to detail and an ability to use your initiative are absolute must haves in this workplace.
The opening is,
most importantly a client interacting position both in person and over the phone/email and you will be the first port of call for insurance clients. You will support the advisers in all aspects of the advice process including maintenance of Xplan and providing the implementation support. Support and training will be provided.
Client Service
Work with insurers and with medical providers
Manage closely, the underwriting process
Oversee the end-to-end claims process
Compliance checks and database management
Why you should apply
Unique and exciting role – client service within a financial planning or insurance context ideal but not essential
Significant options for a wide variety of career progression opportunities – the role will include leadership early on
Highly experienced and specialist advisers
You have excellent communication skills and want to work with a dedicated and down to earth team
You love working with, talking to and building relationships with clients
Mentoring provided from industry veterans
Prospect to move into Insurance Advice in time
📌 Client Service Manager Implementation & Practice Operations Bondi (Bondi Beach)
🏢 Godfrey Group Recruitment
📍 Bondi Beach
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.