Client Service Manager – $80k package, plus

Client Service Manager – $80k package, plus

Recruit 2 Advice - Client Services Manager

Fantastic opportunity for a professional Client Service Manager.

  • Sydney CBD, modern offices
  • Relaxed supportive culture
  • Opportunities for advancement

2 x Client Service Manager – Risk Insurance Focus


Champions of service required to support a team of Advisers in a large self licensed life insurance specialist advice firm. Fast paced environment with large national client base. Display your passion for service and friendly outgoing nature with this growing business.

You will be responsible for supporting the advice process for both prospective and existing individual and SME clients, combined with delivering timely, efficient and high-quality service for all clients.


Client Service Manager and Administration

▪ Support the retail insurance advice process through proper administration of prospective individual and SME clients, across all relevant administration systems

▪ Prepare insurance quotations as requested by advisers

▪ Prepare accurate, thorough and high-quality Statements of Advice (SOA) and obtain clients’ authority to proceed with the advice recommendation

▪ Ensure a reduced new business cycle time by proactively managing all applications in suspense by engaging in minimum weekly contact with all relevant stakeholders, including but not limited to insurers, clients and third-party service providers

▪ Deliver a high-touch engagement with prospective clients via minimum weekly updates on the progress of their insurance application, and through the timely delivery of standardised communications

▪ Administer the end-to-end policy issue process across all systems and submit timely and high-quality requests to internal stakeholders

▪ Actively manage all client alteration activities, including but not limited to cover alterations, client details management, documentation requests and insurer escalations

▪ Support the annual review process by proactively sending renewal emails to all Bronze category clients, and by generating policy summaries for Silver, Gold and Platinum category clients, as requested by advisers

Consistently adhere to operational processes and procedures, and proactively identify enhancements to deliver continual improvement outcomes


▪ Superior organisation and time management skills

▪ Demonstrated ability to deliver timely, high-quality output

▪ Capable of building and maintaining meaningful relationships

▪ Proactive, service-oriented approach

▪ Goal-oriented, driven and self-motivated

Ideal applicants will have demonstrated experience in a client services or administration role within the Financial Advice industry


The opportunity to apply your professional capabilities in a highly focused Insurance advice firm with strong existing client relationships, collaborative team ,and highly experienced management team of Insurance Industry professionals.

Continued professional development and growth with the company ideally leading to a long term role in the business.


A salary package up to $82k inclusive of super will be offered to the successful applicant, plus personal insurance cover and the opportunity to earn a performance based incentive bonus.


Please forward your CV in the first instance and we will contact you to provide full details on the company and position.

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Job Category: Associate Financial Planner Client services Insurance Specialist Paraplanner
Job Type: Full Time Salary
Job Location: CBD Sydney
Experience: 1-3 Years
Salary Range: $60-80k

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