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Client Service Officer

Client Service Officer

Mayday RecruitmentMelbourne, Australia
6 days ago
Job description

65,000 + super salary package

  • Offices in Melbourne CBD - Hybrid after training period
  • Join a market-leading organization with a strong reputation in the industry.

As a

  • Client Service Officer
  • you will play a vital in building and maintaining client relationships in your portfolio. You'll handle policy renewals, assist the Brokers Assistant as needed, and join client visits with the Client Service Manager.
  • If you are an ambitious and passionate sales professional and are seeking a client-focused role, this is an excellent opportunity for you!

  • What's in it for you?
  • Full time permanent position
  • 65,000 + super salary package
  • Join a market-leading organization with a strong reputation in the industry.
  • Work in their lovely offices in Victoria
  • Friendly team who really go above and beyond
  • Build a long-term career and develop professionally within the business
  • Main responsibilities include
  • Build and maintain strong client relationships, understanding their businesses and addressing their needs.
  • Serve as the primary point of contact for clients, providing excellent customer service, answering inquiries, and resolving issues.
  • Conduct regular client account reviews to assess insurance needs and recommend suitable coverage options
  • Assist in onboarding new clients, ensuring a smooth transition and accurate policy setup.
  • Prepare and present accurate annual renewal quotes to clients, ensuring transparency and clarity.
  • Collaborate with internal teams and Brokers Assistant to provide necessary support.
  • Maintain accurate client records, documentation, and provide regular reports on portfolio performance.
  • Stay updated on industry trends and regulatory changes to provide informed guidance and recommendations to clients.
  • Previous experience in a client service or similar role.
  • Excellent communication skills with the ability to build rapport and effectively address client needs.
  • Excellent time management and organizational skills
  • Knowledge of insurance products, industry regulations, and market trends is advantageous.
  • Proficiency in using CRM software and other relevant tools
  • Collaborative, adaptable, and thrives in a fast-paced environment.
  • Self-driven with a proactive mindset.
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    Client Service Officer • Melbourne, Australia

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