Client Services Administrator - Insurance
About the job
The Client Services Administrator job is all about supporting advisors and partners in delivering top-notch insurance services. This role is crucial for ensuring smooth administrative processes and maintaining client databases, which ultimately helps clients make informed decisions. The team thrives in a collaborative and inclusive environment, where every member is valued for their unique contributions.
You'll be responsible for
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Providing insurance administration assistance
Supporting advisors and partners in delivering high-quality insurance services through effective administration.📬
Managing the insurance inbox
Responding to queries and ensuring smooth handling of insurance-related tasks.📊
Maintaining client databases
Updating and managing insurance details in Xplan and preparing necessary documentation.What we're looking for
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Diploma or Certificate IV in Business Administration
Possession of relevant qualifications or equivalent experience.View fit
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Experience in professional or financial services
Demonstrated background in professional services, financial services, or insurance.View fit
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Proficiency in software tools
Experience with Xplan, Microsoft Office, and other relevant software.View fit
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