Walshs is looking for a motivated and confident Insurance Implementation Specialist to join our fast-paced team. An incredible growth opportunity awaits you at Walshs as a full-time Insurance specialist, assisting our Implementation team to achieve the best outcomes for our clients.

In this role you will work closely with our Directors and amazing advice team – Completing insurance applications and assisting clients during difficult times in their lives, where insurance proves invaluable.

As part of our Implementation Team, assisting a wide range of clients, you will gain hands on experience, learning from expert management and experienced colleagues, setting yourself up for an exciting career of growth within our firm.

If you're ready to be part of a fast pace, high-performing team, apply today and take your career to the next level with Walshs!

What will you do?

Mange client queries

Lodge basic insurance applications

Understand and communicate insurance strategy to clients as provided by the advisers

Receive and manage product correspondence

Manage suspense

Communicate with the advisers regarding client files, and provide updates as required.

Liaising with divisions to ensure a seamless client experience

Client retention services

o Dishonours

o Reinstatements

o Transfers (bank and superannuation)

o Rollovers

o Deposits

What you need:

2 years experience in a client service role

Familiar with insurance strategy and basic insurance concepts is preferred but not required

Excellent communication skills, and can convey complex information in a simple way to clients

About you:

High motivation and a passion to help clients achieve their financial dreams

Great organization skills

Proactive and a problem solver

Desire to grow within our business

About Walshs:

Walshs are a fully integrated accounting and financial services firm, located in the Brisbane CBD. Walshs Practice has existed within the industry since 1991, and it is our purpose to guide and inspire our clients to financial success, through the management, protection and growth of their wealth.

The office culture is one of accountability, innovation and fun with a focus on team work. If you join the team at Walshs Practice you will have access to a health and fitness benefit, bonus incentive scheme, team building activities and professional development training and support as applicable to your role. The office culture is of the up most importance to the Directors, and as such we expect all Walshs team to exhibit and align with the Walshs staff values, which are:

Client Focused

Reliable

Honest

Professional

Supportive

Team Player

If you are interested in the role, have the required experience, and our company mission and values fit with you please submit your resume and cover letter.