Client Services Specialist
Hybrid · Australia
Core
Support colleagues and clients in administration and technical support, producing policy documentation across the insurance life cycle.
Role type
Client Services Specialist (Operations)
Builds
Policy documentation, invoices, and renewal reports for insurance clients.
Domain
Insurance / Risk Management
Required skills
Analytical skills, negotiation skills, written communication, verbal communication, Microsoft Office proficiency, process standardization
Responsibilities
Act as a connector between Broking and Operations; Acquire and maintain understanding of clients' business and insurance needs; Ensure timely and accurate production of client transactions; Support effective working relationships with clients and insurers; Maintain accurate records on all clients.