Senior Client Services Officer

Our client is a successful and well established professional services firm that specialises in accounting and financial advice, located on Brisbane's city fringe. 

An exciting opportunity is now available for an experienced Client Services Officer to join their team. You will be joining a supportive and collaborative team, working alongside other CSO's, supporting a team of financial advisers.

Benefits:

• Join a growing financial planning team
• Gain exposure to complex insurance advice and claims work
• Work alongside experienced advisers in a supportive environment
• Enjoy a role with autonomy, variety and responsibility
• Access ongoing training and professional development opportunities
• Be part of a collaborative team focused on client outcomes

Tasks and responsibilities:

• Support advisers with insurance advice, implementation and client servicing
• Manage insurance applications, renewals, alterations and policy maintenance
• Coordinate end-to-end claims with clients, insurers and medical professionals
• Complete insurance research, comparisons and advice preparation support
• Maintain accurate client records, workflows and compliance documentation
• Identify process improvements to enhance efficiency and client experience

About you:

• 3+ years’ experience in life insurance, claims or financial planning support
• Strong knowledge of Life, TPD, Trauma and Income Protection products
• Experienced in managing claims and insurer relationships
• Confident supporting advice preparation and implementation
• Skilled in Xplan or similar financial planning software
• Highly organised, detail-focused and committed to exceptional client service

How to apply:

If you're interested please apply via this ad or send your CV to Rohan Dooley at rohan@bentleyrecruitment.com.au

If you would like to discuss this or other opportunities, please call Rohan on 07 3229 8020.

For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs

Please not only successful candidates will be contacted.