Role Overview

We are seeking a detail-oriented and client-focused Client Service Associate to join our growing team within the personal insurance industry. This role is pivotal in supporting our advisors and ensuring a seamless client journey—from application to policy servicing.

You’ll be the operational backbone of our advice process, helping us deliver timely, accurate, and high-quality personal insurance advice to our clients.

Key Responsibilities

Application Management: Complete and submit insurance applications on behalf of clients, ensuring accuracy and compliance.

CRM Data Entry: Maintain and update client records in our CRM system with precision and confidentiality.

Insurance Summaries: Prepare clear and concise insurance summaries for client meetings and Statements of Advice.

In-Force Quoting: Generate and compare in-force policy quotes to support client reviews and recommendations.

Payment Follow-Up: Monitor and manage client payment dishonours, liaising with clients and insurers as needed.

Checklist Completion: Ensure all client onboarding and servicing checklists are completed and documented.

Underwriting Liaison: Communicate with insurance underwriters to request pre-assessments and assist in finalising cases, ensuring smooth and timely processing.

Qualifications and Skills

Ambitious with a genuine desire to learn, grow and succeed

Previous experience in financial services, insurance, or client administration is highly desirable.

Strong attention to detail and organisational skills.

Excellent written and verbal communication.

Comfortable working with CRM systems and Microsoft Office Suite.

A proactive, team-oriented mindset with a passion for delivering great client service.

What We Offer

A supportive and collaborative team culture.

Opportunities to improve your technical knowledge, professional development and career growth.

Attractive office space, with flexible working arrangements, including hybrid options.

Competitive salary and benefits package.

Quarterly team events.

Further education is encouraged and supported financially.