Client Services Coordinator

972351 Overhead - Management Vic; Melbourne; Hybrid; AUD 60,000 - 85,000; Full time

Benefits offered by this job

Work from Home

Career growth & development

Parental leave & wellbeing programs

Staff benefits & discounts

Job summary

Gallagher Bassett is seeking a Client Services Coordinator to join our Client Services team. You will provide general administrative and coordination support to ensure exceptional service and client experience for current and potential clients.

You will help the team stay organized, responsive and well prepared in managing client relationships, with duties including data entry, CRM maintenance, reporting, and meetings support.

Qualifications

• Proven experience as an administrative assistant or similar role in claims, sales or client services.
• Proficient in Microsoft Excel and other database tools with ability to analyse data.
• Experience with CRM systems, preferably Salesforce.
• Excellent organizational and time management skills with ability to prioritise tasks.
• Strong attention to detail and data integrity.
• Exceptional written and verbal communication with clients and internal teams.
• Strong problem-solving skills and ability to work independently in a fast-paced environment.

Responsibilities

• Assist the Client Services team in managing and maintaining client account information, including data entry and reporting.
• Coordinate Victorian tender responses with inputs from SMEs.
• Maintain Salesforce CRM with accurate client information.
• Utilise Excel and other tools to collect and analyse data.
• Support in preparing presentations and client reports.
• Assist in meetings, conferences and events organization.
• Respond to client inquiries with professional service and timely follow-up.

Skills

Administrative support

Data entry

Customer service

Time management

Communication

Tools

Salesforce

Excel

Job description

At Gallagher Bassett, we're there when it matters most because helping people through challenging moments is more than just our job, it’s our purpose.Every day, we help clients navigate complexity, support recovery, and deliver outcomes that make a real difference in people’s lives. It takes empathy, precision, and a strong sense of partnership—and that’s exactly what you’ll find here. We’re a team of fast-paced fixers, empathetic experts, and outcomes drivers - people who care deeply about doing the right thing and doing it well. Whether you're managing claims, supporting clients, or improving processes, you’ll play a vital role in helping businesses and individuals move forward with confidence.Here, you’ll be supported by a culture that values teamwork, encourages curiosity, and celebrates the impact of your work. Because when you’re here, you’re part of something bigger. You’re part of a team that shows up, stands together, and leads with purpose.

Introduction

At Gallagher Bassett, we're there when it matters most because helping people through challenging moments is more than just our job, it’s our purpose.Every day, we help clients navigate complexity, support recovery, and deliver outcomes that make a real difference in people’s lives. It takes empathy, precision, and a strong sense of partnership—and that’s exactly what you’ll find here. We’re a team of fast-paced fixers, empathetic experts, and outcomes drivers - people who care deeply about doing the right thing and doing it well. Whether you're managing claims, supporting clients, or improving processes, you’ll play a vital role in helping businesses and individuals move forward with confidence.Here, you’ll be supported by a culture that values teamwork, encourages curiosity, and celebrates the impact of your work. Because when you’re here, you’re part of something bigger. You’re part of a team that shows up, stands together, and leads with purpose.

Overview

We have an exciting new opportunity for a Client Services Coordinator to join our Client Services team. You will provide general administrative and coordination support across the Client Services function, to ensure we provide exceptional service and client experience to both current and potential clients.

You will play a key role helping the team stay organised, responsive and well prepared in its management of client relationships.

How you'll make an impact

• Assist the Client Services team in managing and maintaining client account information, including data entry, updating customer information, and generating reports
• Coordinate Victorian tender responses, including inputs from subject matter experts
• Maintain and update the customer relationship management (CRM) system, Salesforce, with accurate and up-to-date client information
• Utilise Excel and other database tools to collect, organize and analyse data
• Support the Client Services team in preparing presentations, client reports etc
• Assist in the preparation and organization of meetings, conferences, and events
• Respond to client inquiries and provide exceptional customer service, addressing any concerns or issues promptly and professionally

About you

• Proven experience as an administrative assistant or in a similar role, preferably in a claims, sales or client services environment
• Proficient in Microsoft Excel and other database tools, with the ability to analyse and manipulate data effectively
• Experience with customer relationship management (CRM) systems, preferably Salesforce
• Excellent organisational and time management skills, with the ability to prioritise tasks and meet deadlines
• Strong attention to detail and accuracy, ensuring data integrity and quality
• Exceptional communication skills, both written and verbal, with the ability to interact professionally with clients and internal teams
• Strong problem-solving skills, with the ability to think critically and propose effective solutions
• Ability to work independently and collaboratively in a fast-paced, dynamic environment.

What we can offer you

• Attractive remuneration packaging & flexible work arrangements including Work from Home

• Opportunities for career growth and professional development

• Paid Parental Leave, Reproductive leave, birthday leave and purchased lifestyle leave packages

• A friendly, collaborative and supportive working environment

• A dedication to your wellbeing through our fitness passport, peer support program, corporate health insurance discounts and wellness programs

• Staff benefits including additional purchased leave, volunteer leave days, retail discounts and more!

To be considered for this opportunity, you must have the right to live and work in Australia at the time of application. Please note that agency applications will not be considered for this position