Job Description

Posted 1 year 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.

Client Service Officer - Home Warranty

Insurance Broking Services | Milsons Point Location


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. Great working environment. Fun, supportive and caring. Excellent Career, as the company grows – so do you.

We are currently looking for a bright, highly motivated, and enthusiastic person to provide support to our growing team. You will be a highly motivated person with excellent communication and interpersonal skills; proactive, enthusiastic, and energetic. This is a full-time role based in our Milsons Point office.


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.

  • Ability to provide effective administrative support with a demonstrated ability to determine priorities and meet deadlines.
  • Assisting processing of applications and invoices.
  • Assisting in Builder Auto Assessment and Non-Financial Reviews.
  • Processing endorsements and preparing policy documents.
  • Complete internal databases and various ad hoc duties.
  • Gather information from clients to allow preparation for accurate and efficient processing. 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.
  • Handling general enquiries & various customer service-related duties. 


Key Requirements:
  • An interest in the Insurance Broking (I.e., construction and building).
  • Excellent customer service skills with proven excellent written communication skills.
  • Efficient time management and organisational skills.
  • 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.
  • 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.
  • Proficient in Computer skills / Microsoft Office.
  • Knowledge of insurance programs (IBAIS, Policy Centre (CIMS) is a positive but not essential).
  • Australian Residency or Permanent Resident.

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 hit APPLY NOW 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. 

Employer questions
Your application will include the following questions:
  • Do you have experience working on residential construction projects?
  • Which of the following statements best describes your right to work in Australia?
  • How many years' experience do you have in the insurance industry?
  • How many years' experience do you have as a Client Services Specialist?
  • Which of the following Microsoft Office products are you experienced with?
  • What's your highest level of education?
  • How many years of insurance broking experience do you have?

Job Summary

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