Overview

About the role

We are seeking an experienced Client Service Officer (CSO) to assist our two Financial Advisers specialising in personal insurance advice. You will be responsible for liaising with insurance companies and clients to manage personal insurance applications, ongoing client service and claims while also managing all day-to-day administration.

This position is being offered on a part-time basis either four (4) days per week or flexible hours over five (5) days (30 hours per week).

The role will be varied and will consists of the following:
Manage client service enquiries relating to personal insurance policies

Investigate premium arrears and policy lapses

Manage policy alterations such as reductions and cancellations as well as changes to client details such as change of address, bank details etc

Co-ordinate client’s medical requirements for new applications

Submit insurance applications and track their progress

Input and maintain client data in the CRM system (Xplan)

Prepare written e-mail communications to clients

Track the progress of claims and communicate with clients as required

Diary management

About you

To be successful in this role, you will demonstrate:
Knowledge and experience within the financial planning/insurance industry

Exposure to personal insurance (either working for an insurer or in a financial planning business) is highly favourable

Excellent written and verbal communication skills

A strong client service and administrative focus

Outstanding attention to detail and process driven

Effective time management skills and the ability to work autonomously

Solid working knowledge of Microsoft Office (Outlook, Word & Excel).

Experience with Xplan is highly favourable but not essential

Why Choose Us

Established over thirteen years ago, Blueleaf Consulting are a diversified financial services firm offering specialist wealth and insurance advice.

Our company operates as part of the global brand, Gallagher Benefit Services.

Gallagher Benefit Services provides a range of insurance solutions, investment options and contingency strategies. The Gallagher brand is one of Australia’s and the world’s largest insurance broking and risk management companies with almost 35,000 employees globally. We pride ourselves on being a socially responsible, ethical and collaborative organisation expressed through our shared values The Gallagher Way. We are also proud to be named one of the 2019 World’s Most Ethical Companies by Ethisphere for the 8th consecutive time as well as being on the Forbes World’s Best Employers list as the only insurance brokerage.

What will we offer

In joining Gallagher Benefit Services, you will have the support of an established team with learning and development available to build your career pathway within our global business. Additional benefits:

Competitive remuneration and incentive program

Ongoing in-house training and development on relevant software(s) and internal processes

Salary sacrificed superannuation

Discounts to major retailers through our Gallagher Rewards scheme

How to apply?

We encourage you to apply via our careers website. For further information, please contact Charlotte Robinson, HR Coordinator, 0459 207 776.

Any offer of employment and subsequent continuing employment is dependent upon the completion of relevant pre-employment background checks. All applicants are required to undergo employment screening through probity checks prior to commencing.

Gallagher is an Equal Employment Opportunity (EEO) employer committed to the principles of workplace diversity and inclusion. We welcome all people regardless of ethnicity, faith, sexual orientation, gender identity and lifestyle choices.