Client Services Specialist

Marsh Agency; Western Australia; Hybrid; AUD 55,000 - 75,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Marsh in Perth, WA is seeking a Client Operations professional to support administration and technical documentation across the insurance life cycle. The role is hybrid, requiring at least three days per week in the office. Training will combine online modules, systems support, and on-the-job learning.

You will help standardize processes, ensure legally compliant work, and enter accurate data into Marsh IT applications to enable accurate analytics and reporting.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Analytical skills

Negotiation skills

Written and verbal communication

Education

High School Certificate

Tools

Microsoft Office Suite

Job description

We are seeking a talented individual to join our Client Operations team at Marsh. This role will be based in Perth, WA office. This is a hybrid role that has a requirement of working at least three days a week in the office.

In this role you will support colleagues and clients in all aspects of administration and technical support through the accurate, efficient and timely production of all policy and related documentation across the insurance life cycle.

Supported with training in the combination of 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 all 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 (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X.

Marsh is committed to providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to 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. Applications will only be considered from candidates who have the appropriate approval to work in Australia. Successful applicants will be required to complete a Criminal & Bankruptcy check prior to commencing of employment.

Marsh 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 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.