Client Service Manager - Implementation & Practice Operations

• Specialist and fast-growing risk focused Business
• An abundance of career progression opportunities - in advice or operation
• Help to build support teams across the business

The Business

This dynamic, fast-paced and growing business has got real momentum. Located in Neutral Bay, next to public transport, it is an exciting place to be, and it needs capable people to assist deliver the infrastructure that will support their continued growth.

Essentially an insurance advisory business, they are true professionals in their space with a complete and total focus on their clients. They work in partnership with all clients and create the best solutions across the areas of wealth creation and wealth protection. This role will be focused on insurance working closely with the Lead Adviser.

The Role

Due to recent and continuing growth, we require someone to support the Lead Risk Adviser.  Key to this role is someone’s desire to work directly with clients, support with everything, and be passionate about learning and development. The position will suit someone who wants to grow and develop over time but equally will suit those who want to demonstrate their ability to effectively project management complex pieces of work. Organisation, attention to detail and an ability to use your initiative are absolute must haves in this environment.

The opening is, most importantly a client interacting position both in person and over the phone/email and you will be the first port of call for insurance clients.  You will support the advisers in all aspects of the advice process including maintenance of Xplan and providing the implementation support.  Support and training will be provided.

• Client Service
• Work with insurers and with medical providers
• Manage closely, the underwriting process
• Oversee the end-to-end claims process
• Compliance checks and database management

 Why you should apply

• Unique and exciting role – client service within a financial planning or insurance context ideal but not essential
• Significant options for a wide variety of career progression opportunities – the role will include leadership early on
• Highly experienced and specialist advisers
• You have excellent communication skills and want to work with a dedicated and down to earth team
• You love working with, talking to and building relationships with clients
• Mentoring provided from industry veterans
• Opportunity to move into Insurance Advice in time