Client Service/Account Management
66657 Requisition #

About the role

We have an outstanding full time permanent opportunity for a highly organised and motivated individual to join our financial planning team as a Client Service Officer – Personal Insurance (CSO). Working closely with our specialist Personal Insurance Advisers, you will liaise with insurance companies and clients to manage personal insurance applications, ongoing client service and all day-to-day administration.

You will work in a supportive and collaborative small team environment.  Whilst experience in the financial planning industry is favourable, our focus is on a candidate who can display a proven ‘can do’ attitude with outstanding attention to detail and communication skills.

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: 

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


Please Note:

Gallagher never extends an offer of employment or requests any personal identification information without having received an online application and conducted one or more in-person or video interviews. If you have received any communication referencing the offer of a job at Gallagher and you have not submitted an online application or been interviewed by a Gallagher employee, please do not assume that the offer is being sent from a legitimate Gallagher representative.

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