We are looking for a Client Services Manager interested to specialise in Risk /Life Insurance advice.

· Established Financial Planning Firm
· Great working environment
· Adelaide CBD

About the Company: Our client is a boutique financial advice firm that prides themselves on their exceptional service, work life balance and culture.
They believe each client is unique and take the time to ensure they understand each of their client needs. We are looking for an experienced insurance/risk client services manager. This will be the ideal role for you if you have financial planning experience and enjoy working in the insurance space.

The Role:

• Manage the full annual risk renewal process — renew or amend policies, prepare quotes, and follow up on overdue payments
• Set the Financial Adviser up for success by preparing all necessary insurance schedules for client meetings and providing administrative support
• Seamlessly onboard new risk clients, meeting compliance and licensee requirements with accuracy and speed
• Implement client risk strategies by preparing and submitting applications, managing documentation, and ensuring all steps are completed on time
• Maintain up-to-date client files by managing risk records and data in Xplan and Worksorted

Experience:

• Demonstrated experience as a CSM investment with some risk or insurance provider administration including underwriting, case management, adviser support and similar
• Dealing directly with clients in Australia
• Implementation experience
• Working knowledge of FP systems, Xplan or similar and the MS Office suite

If this sounds like something you'd love to explore, APPLY NOW or email [email protected] your resume for a confidential conversation.