Client Service Officer

Lotus People; Melbourne; On-site; AUD 70,000 - 90,000; Full time

Benefits offered by this job

Career development programmes

Employee assistance programme

Rewards programmes

Job summary

A global financial services company in Melbourne is seeking a Client Service Officer to manage client relationships and support sales administration. The ideal candidate will have at least 1 year of experience in a similar role and be motivated to start a career in insurance. This position offers excellent growth opportunities in a supportive work environment.

Qualifications

• Demonstrates professionalism and a proactive nature.
• Ability to thrive in a fast-paced environment.
• Willingness to complete the Tier 1 Insurance Broking qualification.

Responsibilities

• Manage client renewals and retention.
• Handle incoming and outgoing calls and emails.
• Identify opportunities for upselling and cross-selling.
• Document all call interactions and necessary follow-up actions.
• Assist with invoice reconciliation.

Skills

Excellent communication skills

Organizational abilities

Relationship building

Problem-solving skills

Sales administration experience

Education

1+ years in insurance, sales or customer service

Job description

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The Company

Lotus People are delighted to bring to the market this fantastic Client Service Officer position within a global financial services company. We absolutely love working with this client thanks to their warm culture and outstanding team!

The Company

Lotus People are delighted to bring to the market this fantastic Client Service Officer position within a global financial services company. We absolutely love working with this client thanks to their warm culture and outstanding team!

You'll be part of a high-performing work environment while still enjoying a warm and welcoming culture. With a strong international presence and a commitment to ethical and socially responsible practices, our client is consistently recognised for their excellence. This is your opportunity to be a part of an organisation that consistently ranks among the world's best employers.

The Role

Are you seeking a chance to kickstart your professional career and delve into the world of broking? This position provides remarkable growth opportunities, with full support and encouragement for your career development.

You'll play a central role in ensuring clients and customers receive exceptional support through your diligent sales administration. This role is pivotal for delivering top-notch service and will evolve into a position where you independently manage your portfolio of valued clients.

The Responsibilities

• Playing a key role in client renewals and retention, supporting the existing client base while building strong relationships.
• Managing incoming and outgoing calls and email correspondence.
• Identifying opportunities for upselling and cross-selling to maximise client value.
• Providing prompt and accurate responses to client and insurer inquiries.
• Meticulously documenting all call interactions and ensuring that follow-up actions are directed to the right recipients.
• Conducting daily follow-ups on documentation from clients and insurers.
• Supporting a senior broker with high net worth clients!
• Handling invoice reconciliation.
• Assisting with ad-hoc administrative tasks.
  
  

The Benefits

• Thrive in a vibrant office environment with a supportive team.
• Access custom career development and training programmes to support your continuous learning.
• Benefit from well-being initiatives and an employee assistance programme for mental and physical well-being.
• Participate in rewards programmes, the Employee Stock Purchase Plan, and paid volunteering days.
• The chance to join a multinational financial services company with incredible growth prospects.
  
  

About You

• 1+ years in a similar role, ideally within the insurance, sales or customer focused role.
• Willingness to complete the Tier 1 Insurance Broking qualification within your first six months (fully supported by the business).
• Demonstrates professionalism, excellent communication skills a proactive nature.
• Exceptional organisational abilities and the skill to manage multiple priorities effectively.
• Strong interpersonal skills, a natural ability to build relationships, and an enthusiastic personality.
• Problem-solving skills to adeptly handle client inquiries.
• The ability to thrive in a fast-paced, high-volume environment.
• Motivation to start a career in the insurance space!
  
  

OUR RECRUITMENT PROCESS

At Lotus People, we are committed to fostering diversity, equity and inclusion. We encourage applicants from all backgrounds to apply and will ensure a fair and equitable recruitment process.

Every application we receive is reviewed by a real person, never by AI. If your experience aligns with the requirements of the role, a consultant will be in touch within 2-3 business days for an initial phone screen. Shortlisted

candidates will then proceed to a virtual interview with the consultant managing the role.

Due to the volume of applications and the specific nature of our briefs, we are unable to take phone enquiries about roles before an application is submitted. We ask that all interested candidates please apply online and wait to hear from us. Rest assured, we respond to every applicant, regardless of the outcome, so you will not be left wondering.

Lotus People are proud to have been awarded Best Agency for Candidate Experience for five consecutive years. We look forward to providing you with a positive and respectful experience.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Staffing and Recruiting

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