Remote Client Services Coordinator | CRM & Data

Arthur J. Gallagher & Co. (AJG); Melbourne; Hybrid; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Attractive remuneration packaging

Flexible work arrangements including <

Career growth and professional dev.

Paid Parental Leave, ReproductiveLeave

Wellness programs and health insurance

Staff benefits including purchased/le

Job summary

Gallagher Bassett is seeking a Client Services Coordinator to support the Client Services team in Melbourne. You will manage client data, coordinate Victorian tender responses, and keep the Salesforce CRM up to date to ensure accurate client information and insights.

You will also analyse data in Excel, prepare presentations and reports, and assist in meetings and events. A strong customer-service focus and collaboration with internal teams are essential.

Qualifications

• Proficient in Microsoft Excel and other database tools, with the ability to analyse and manipulate data effectively

Responsibilities

• 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
• 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

Skills

Excel proficiency

Salesforce CRM

Data analysis

Communication skills

Time management

Organizational skills

Problem solving

Independent & collaborative work

Tools

Salesforce

Microsoft Excel

Job description

Gallagher Bassett is seeking a Client Services Coordinator to support the Client Services team in Melbourne. You will manage client data, coordinate Victorian tender responses, and keep the Salesforce CRM up to date to ensure accurate client information and insights.

You will also analyse data in Excel, prepare presentations and reports, and assist in meetings and events. A strong customer-service focus and collaboration with internal teams are essential.