Client Service Manager | Casual or F/T
Life Insurance Advice Support
Location: Sydney Eastern Suburbs / Wollongong / Camden footprint | Hybrid flexibility
Employment: Full-time or part-time considered | Immediate / June start preferred
Recruit 2 Advice is assisting our client with the build-out of a flexible client service team supporting an insurance-only advice model.
This role is focused on client follow-up, fact-find completion, data gathering and implementation support. It will suit an organised CSM / advice support professional who understands life insurance advice, client documentation and adviser workflow.
The role
- Follow up clients to complete fact-finds, personal details and outstanding information.
- Prepare client files for SOA preparation and adviser review.
- Liaise with clients, advisers, SOA support and administration resources.
- Support application, implementation and post-advice follow-up steps.
- Maintain clear CRM notes, task discipline and high client service standards.
Suitable background
- CSM, adviser support, insurance admin or paraplanning support experience.
- Life insurance / risk advice exposure preferred.
- Strong phone manner, follow-up discipline and attention to detail.
- Comfortable working in a scalable process with changing client volumes.
- Xplan or advice CRM experience would be useful but is not essential.
Why consider it?
- Flexible full-time or part-time pathway.
- Work in a specialist insurance advice environment.
- Strong process, team support and client contact exposure.
- Opportunity to join early as the advice model scales.
Job Category: Client services Administration
Job Type: WFH Casual
Job Location: Sydney Parramatta Woollongong NSW
Experience: 1-3 Years 3-5 Years 5 Years plus
Salary Range: $40 - $50 p/h