Risk Insurance Client Services Lead for Financial Planning

Berritta Consulting; Brisbane; Sur place; AUD 90 000 - 120 000; Plein temps

Résumé du poste

Berritta Consulting is seeking an experienced Client Services Manager to support Risk Insurance within its Australian Financial Planning team in Brisbane. You will oversee the end-to-end administration and delivery of risk insurance advice, supporting advisers and liaising with clients and insurers.

This opportunity offers career progression within a growing integrated practice. Ideal candidates bring 5+ years in Australian Financial Planning / Risk Insurance, strong communication skills,

Qualifications

• Australian Financial Planning / Risk Insurance experience
• 5+ years of experience in client services for risk insurance
• Strong experience supporting personal risk insurance advice
• Knowledge across Life, TPD, Trauma and Income Protection
• Experience managing insurance applications and underwriting requirements
• Strong client relationship and communication skills
• Confidence liaising with insurers, underwriters and Advisers
• Excellent organisation and attention to detail
• Ability to manage multiple applications and priorities simultaneously
• Proactive, professional and team-focused approach

Responsabilités

• Managing the end-to-end administration and implementation of Risk Insurance advice
• Preparing and processing new business, renewals and policy alterations
• Managing insurance applications from submission through to completion
• Liaising with clients, Advisers, insurers, underwriters and other stakeholders
• Following up outstanding medical, underwriting and application requirements
• Managing client queries and providing a high level of ongoing service
• Preparing documentation and supporting Advisers throughout the advice process
• Maintaining accurate client records, workflows and compliance documentation
• Proactively managing deadlines and ensuring cases progress efficiently
• Building strong, long-term relationships with clients and key stakeholders

Description du poste

Berritta Consulting is seeking an experienced Client Services Manager to support Risk Insurance within its Australian Financial Planning team in Brisbane. You will oversee the end-to-end administration and delivery of risk insurance advice, supporting advisers and liaising with clients and insurers.

This opportunity offers career progression within a growing integrated practice. Ideal candidates bring 5+ years in Australian Financial Planning / Risk Insurance, strong communication skills,