Client Service Officer (Personal & Business Risk Insurance)

Gallagher AJG; Sydney; Hybrid; AUD 60,000 - 75,000; Full time

Benefits offered by this job

Flexible hybrid working

Employee Assistance Program

Discounts to Gallagher Rewards

Community Service & Volunteer Days

16 weeks paid parental leave

Job summary

Gallagher is seeking a Client Service Officer to support the personal and business risk insurance team in Avalon, Sydney. You will work with associates and the offshore services team to deliver high-quality administrative and client service support, ensuring compliance and a smooth insurance process.

The role involves assisting Advisers with onboarding, renewals and claims administration while building relationships with clients and insurers in a global organisation.

Qualifications

• A minimum of 1-2 years' experience in client services role within a financial planning practice or insurance industry.
• Specific and current knowledge of personal insurance requirements and standards.
• Working knowledge of relevant legislation and compliance.
• Experience using Xplan is desired.
• Proficient in Microsoft Suite & Adobe Pro.

Responsibilities

• Act as primary point of contact for client enquiries and service requests.
• Build and maintain strong, trusted relationships with clients and external providers through timely, proactive and professional communication.
• Assist with onboarding new clients and gathering required documentation.
• Coordinate the insurance renewal process including booking meetings and generating schedules and supporting documentation with a high level of accuracy.
• Liaise with insurance companies to collect policy information.
• Coordinate work requests with offshore team.
• Assist with insurance claims by preparing claim documentation and following up outstanding requirements.
• Maintain client records with accurate and timely information and in accordance with AFSL and regulatory obligations.

Skills

Client services

Insurance

Xplan

Microsoft Office

Adobe Pro

Regulatory compliance

Communication

Tools

Xplan

Microsoft Office

Adobe Pro

Job description

Client Service Officer (Personal & Business Risk Insurance)

We have an exciting opportunity to join Gallagher as a Client Service Officer (CSO), supporting our specialist insurance team based in Avalon, Sydney.

In this role, you will work collaboratively with the Associates and offshore team to support our advice team, delivering high-quality administrative and client service support. This role ensures an exceptional client experience and smooth coordination of the insurance advice process in line with regulatory requirements.

You will liaise with insurers, underwriters, claims managers and clients to help secure optimal outcomes, while building strong relationships across all stakeholders.

This is a dynamic role offering exposure to both technical insurance expertise and client relationship management, ideal for someone looking to build a long-term career in risk advisory within a global organisation.

About Us

Gallagher is a leading Corporate Benefits, Financial Wellbeing and HR consultancy. As part of a global organisation operating in more than 130 countries, we combine local expertise with international capability to help businesses grow, communities thrive, and people prosper.

Across Australia and New Zealand, Gallagher Benefit Services partners with organisations to align their people strategy with their business objectives, helping them achieve greater productivity, profitability and growth. Our services span Corporate Employee Benefits, Personal Financial Advice, Life Brokerage, Health Benefits, and Digital Engagement solutions.

We're proud of the culture we've built and the impact our people make. Gallagher Benefit Services Australia & New Zealand has been recognised among the Top 100 Global Inspiring Workplaces and named one of the Top 10 Inspiring Workplaces in Australasia, with special recognition for Workplace Wellbeing.

At Gallagher, you'll be part of a collaborative, supportive and high-performing team that values innovation, inclusion, professional growth and delivering exceptional outcomes for our clients.

About the Role

The Client Service officer key purpose is to work collaboratively with the associates and the offshore client services team and support the specialist insurance team with their clients to drive value and service. In addition to this, they also manage relevant day to day administration.

You will be fundamental in providing an ongoing service to a portfolio of clients, and assisting our Advisers with the implementation of new business, and assisting with the administration side of the claims process.

Responsibilities

• Act as primary point of contact for client enquiries and service requests
• Build and maintain strong, trusted relationships with clients and external providers through timely, proactive and professional communication
• Assist with onboarding new clients and gathering required documentation
• Coordinate the insurance renewal process including booking meetings and generating schedules and supporting documentation with a high level of accuracy
• Liaise with insurance companies to collect policy information
• Coordinate work requests with offshore team
• Assist with insurance claims by preparing claim documentation and following up outstanding requirements
• Maintain client records with accurate and timely information and in accordance with AFSL and regulatory obligations

Experience and Skills

• A minimum of 1-2 years' experience in client services role within a financial planning practice or insurance industry. Specific and current knowledge of personal insurance requirements and standards
• Working knowledge of relevant legislation and compliance
• In-depth knowledge of claims processes
• Experience using Xplan is desired
• Proficient in Microsoft Suite & Adobe Pro
• A high level of client service skills
• Attention to detail
• Excellent written and verbal communication
• Ability to maintain confidentiality
• Ability to manage multiple priorities

Why work with Gallagher?

Gallagher is a global leader in Insurance broking, risk management and consulting, with over 70,000 employees worldwide. We have a global reach with a local presence and pride ourselves on being a socially responsible and an ethical organisation expressed through our Shared Values, The Gallagher Way.

We pride ourselves on offering excellent benefits to not only our clients, but our own team members. Some of the benefits available include:

• Competitive remuneration and career growth opportunities
• Flexible hybrid working providing the opportunity to work 2 days a week from home, while ensuring collaboration and connection in the office a minimum of 3 days a week. As there is a requirement to be involved in client meetings working from home will need to be flexible to be in the office for client meetings.
• Employee Assistance Program to support our teams mental wellbeing
• Discounts to over 600 major retailers through our Gallagher Rewards scheme
• We offer paid Community Service & Volunteer Days.
• Salary Sacrificing options including the ability to purchase additional annual leave
• A family friendly workplace - we offer up to 16 weeks paid parental leave
• And much more!

We support diversity and inclusion in all our workplaces. Applications are encouraged from Aboriginal and Torres Strait Islander people, people with a multicultural background, or members of the LGBTIQ community.As proud sponsors of the Special Olympics International, we welcome applications from people who live with disability.