Client Services Specialist

Marsh; Melbourne; Hybrid; AUD 60,000 - 80,000; Full time

Benefits offered by this job

Professional development opportunities

Inclusive work culture

Flexible working arrangements

Job summary

A leading insurance broker is seeking a Client Services Specialist in Melbourne. The role involves supporting colleagues and clients through accurate documentation production, maintaining client relationships, and ensuring compliance. Candidates should have a high school certificate, analytical skills, and at least 2 years of relevant experience. A hybrid work model is offered, requiring in-office presence at least three days a week.

Qualifications

• At least 2 years’ experience in a broking/operational role, preferably in insurance.
• Exceptional written and verbal communication skills.
• Ability to learn new systems quickly.

Responsibilities

• Act as a connector between Broking and Operations.
• Ensure timely and accurate production of client transactions.
• Maintain accurate records on all clients and adhere to quality practices.

Skills

Analytical skills

Negotiation skills

Communication skills

Proficiency in Microsoft Office Suite

Education

High School Certificate or equivalent

Job description

Overview

Join to apply for the Client Services Specialist role at Marsh. This role is based in the Melbourne office and is a hybrid role requiring at least three days per week in the office.

We are seeking a talented individual to join our Client Operations team at Marsh. This role will support colleagues and clients in all aspects of administration and technical support through accurate, efficient and timely production of all policy and related documentation across the insurance lifecycle. Training will be provided through online learning modules, systems support from the Operations team and 1:1 on-the-job learning.

Working under the umbrella of operations you will help drive standardization of processes and procedures. This includes providing legally compliant work to the client and entering accurate information into Marsh IT Applications, enabling the delivery of analytical statistics. You will assist in upskilling non client-facing operations colleagues with additional product and client knowledge.

We will count on you to:

• Act as a connector between Broking and Operations, fostering collaboration to deliver optimal client solutions.
• Acquire and maintain an understanding of clients' business and insurance needs, ensuring all relevant information is noted and acted upon.
• Ensure timely and accurate production of client transactions, including invoices, policy documentation, and renewal reports.
• Support effective working relationships with clients and insurers, while seeking opportunities for innovation and process improvement.
• Maintain accurate records on all clients and adhere to the Company's quality practices and compliance policies.

What you need to have:

• High School Certificate or equivalent.
• Minimum of 2 years’ experience in a similar broking/operational role, preferably in an insurance-related field.
• Excellent analytical and negotiation skills, coupled with exceptional written and verbal communication.
• Proficiency in Microsoft Office Suite and the ability to learn new systems quickly.

What makes you stand out:

• Strong communication skills (verbal and written).
• Ability to work under pressure and meet deadlines through effective time management.
• Motivated self-starter focused on achieving results, capable of working autonomously as well as being a team player.

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

About MARSH:

Marsh, a business of Marsh McLennan (NYSE: MMC), is the world’s top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X.

Marsh McLennan is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.