Client Service Specialist

SHC Insurance Brokers

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Closing date: Oct 1st 2022

Job Description

Posted 2 years ago

This is an opportunity for a candidate who provides an unmatched customer experience, has contributed to the growth of a team through new ideas and their team player attitude and wants to learn and develop their role and career within the insurance industry.

The Company:

We are a national Insurance Broker located in Sydney – Milsons Point. We are a leader in the provision of building warranty and commercial insurance products. The company is initiating an exciting major strategic change from traditional broking to the provision of online solutions. Our focus is delivering high quality personalised service to all customers. Our team is growing and we are looking for outstanding individuals to be a part of the next generation of our Home Warranty team.

The Role:

Working closely within the Home Warranty team, you will be responsible for servicing our existing accounts and promoting our prompt, professional and friendly service to new prospective clients. Servicing customers by providing product and service information.

Place new business, annual reviews, and ASR (automated scorecard review) assessments within the Home Warranty Division (HBCF).
Prepares product or service reports by collecting and analysing client information. Opens client accounts by recording account information.
Gather information from clients to allow preparation for accurate and efficient processing.
Proactively advising the client on required documentations and on the status of their application
Handling general enquiries & various customer service-related duties.

Key Requirements:

Ability to provide effective administrative support with a demonstrated ability to determine priorities and meet deadlines
Residential construction and Insurance brokerage experience would be beneficial
Basic accounting understanding of company structures and financial and management reporting is preferable
Ability to negotiate directly with Insurers on behalf of the company
Maintains client records by updating account information.
Manage daily tasks within the team, manage debtor and credit control.
Contributes to team effort by accomplishing related results as needed.
Excellent work ethics

You will have:

Minimum 2 years within the insurance industry preferred (claims or broking)
Tertiary qualifications in accounting or finance and/or Tier 1 Insurance Broking compliance (or willing to obtain)
Strong customer service background. Ability to listen closely to clients
Well professional manner and presentation
Excellent communication skills, both written & verbal
Effective organisational and time management skills
Ability to collaborate in a professional team environment, who also can work without supervision, take initiative, and maintain confidentiality.
Driven to progress within the company, proactive and have a positive way of working in a busy environment
Advanced computer skills in Microsoft Office programs - word, excel, power point
Knowledge of insurance programs (IBAIS, Policy Centre (CIMS) is a positive but not essential)
Australian Residency

Our team environment is fun. A tailored and comprehensive training program to equip each staff member with the tools and knowledge to succeed. This is an opportunity to excel. The salary for this position will be negotiated in accordance with your current skills and experience in this Industry.

The role is full-time office-based, and the successful candidates will need to be willing and able to demonstrate evidence of being double vaccinated for Covid-19.

If this describes you, please apply and follow the prompts to submit your application. Only those candidates shortlisted for interview will be contacted. All final applicants for this position may be asked to consent to a criminal record check.

SHC Insurance Brokers is an equal opportunity employer committed to embracing a diverse and inclusive work environment, without discrimination based on gender, ethnicity, religious beliefs or age. We aim to create an environment where our people feel respected and engaged with the business, and where they are rewarded for outstanding work.