Client Services Manager - Risk Insurance (Financial Planning)Are you an experienced Financial Planning Client Services professional with a strong background in Risk Insurance looking to join a growing business where you can build a genuine long-term career?
We are partnering with a well-established integrated accounting and financial planning business an experienced professional to join its Risk Insurance team:With a large team the business has built an excellent reputation for growth, client service and developing its people internally.
This is an opportunity to join an established team where you can take ownership of your work and continue progressing professionally.The OpportunityWorking closely with experienced Advisers, you will play a key role in managing the client service and administration process across personal insurance and risk advice.Depending on your level of experience, responsibilities will include:Managing the end-to-end administration and implementation of Risk Insurance advicePreparing and processing new business, renewals and policy alterationsManaging insurance applications from submission through to completionLiaising with clients, Advisers, insurers, underwriters and other stakeholdersFollowing up outstanding medical, underwriting and application requirementsManaging client queries and providing a high level of ongoing servicePreparing documentation and supporting Advisers throughout the advice processMaintaining accurate client records,
workflows and compliance documentationProactively managing deadlines and ensuring cases progress efficientlyBuilding strong, long-term relationships with clients and key stakeholdersAbout YouWe are looking for candidates who have built their experience specifically within Australian Financial Planning / Risk Insurance.You will ideally bring:5+ years' experience for the CSM opportunity,Strong experience supporting personal Risk Insurance adviceKnowledge across Life, TPD, Trauma and Income Protection insuranceExperience managing insurance applications and underwriting requirementsStrong client relationship and communication skillsConfidence liaising directly with insurers, underwriters and AdvisersExcellent organisation and attention to detailThe ability to manage multiple applications and priorities simultaneouslyA proactive, professional and team-focused approachWhy Join?
This is an excellent opportunity to join a business that offers the stability of an established firm while maintaining a young, social and cooperative culture.You can expect:A growing business with a strong track record of internal career developmentExposure to an integrated financial planning and accounting environmentA dedicated opportunity to build your career within Risk InsuranceA supportive and experienced teamMonthly team activities, lunches and regular social eventsA predominantly office-based environment that encourages collaborationLong-term career opportunities as the business continues to growSalary is dependent on experience
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