Client Service / Paraplanner - Risk Insurance

Career progression opportunities, Full Time with flexible working hours and virtually, Join a growth business with lots of opportunity in the risk insurance space.

Purpose of the role:

To provide competent and timely support to the Insurance division as instructed, undertake a broad range of activities whilst following the required procedures.

To take all the necessary action by whatever means necessary to make sure that client needs are met at all times.

Key Responsibilities:

  • Work directly with and supporting the director and head of the insurance department with a cross over to the wealth management team in particular superannuation servicing both new and exisiting clients.
  • Managing the client service delivery and ensure that everything runs smoothly and to agreed timeframes whilst having the ability to work autonomously.
  • Manage and Maintain a Database within the CRM system and XPlan. 
  • Preparing quotations, managing client files and gathering information and work up to end to end processing of new business applications
  • Co-ordinate appointments and arrange distribution of relevant materials relating to the ongoing review process. 
  • Maintain client files electronically and ensure all filing is completed in a timely manner.
  • Process commission on a monthly basis to ensure the payments are being received correctly.  Report to the director. 
  • General administrative duties including mail distribution, scanning and filing related functions, general clerical and ad hoc tasks.
  • As instructed, prepare letters, a broad range of correspondence, reports and any other documentation using Microsoft Word, Excel and XPlan and CRM system. 
  • Collate processed documentation as required ensuring all attachments and relevant information are included.
  • Using Excel prepare spreadsheets and statistical information. 
  • Acting as a point of contact for phone calls and emails. Follow up and respond to inquiries on a variety of related matters either verbally or via electronic email. 
  • Follow-up calls and emails to clients and other external parties and ensuring that all documentation is correct and up-to-date at all times.
  • Liaise with external practice groups such as insurance company business development managers, underwriters and administration staff, internal staff and other internal departments as necessary in order to provide information or complete activities.
  • Co-operate with others in the team and provide additional assistance and support to ensure that productivity levels are sustained

Knowledge, Skills and Abilities

  • Uses initiative, Is pro-active and able to prioritise activities according to level of urgency.
  • Displays a professional approach, maintains confidentiality. 
  • Is objective, neutral and empathetic and mindful of sensitivities when interacting with others.
  • Deals effectively with a broad range of personalities and situations using tact, discretion and diplomacy.
  • Has an understanding of the Firm's policies, procedures and processes. 
  • Able to produce accurate, high quality work.
  • A strong team member who can work autonomously and virtually when required.
  • A good command of English vocabulary, grammar and punctuation.
  • Strong compliance history
  • Capable of working alone as well as a team

A background in life insurance or risk administration is essential - this role would suit an administrator wanting to work up to an adviser wanting to specialise in risk only.

This role is diverse therefore impeccable organisation and attention to detail are essential - your reward will be an exciting position that builds your skill set.

Applicants must be quilifies and on track to complete FASEA with 3 plus year experience. 

14/09/2020 $0 CBD & Inner Suburbs 1 Banking & Financial Services
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