Client Services Administrator
The Company This respected mid-tier accounting firm offers in-depth expertise in the areas of business services, taxation,... more info
Client Services Administrator - Insurance
Salary:
60.00 - 80.00
Posted:
18-02-2025
Category:
General HR
North Sydney Council,
Job Description
Client Services Administrator - Insurance Stanford Brown is an established financial services firm recognised as an industry leader. We provide specialised wealth management, personal insurance, accounting, and tax services to clients, including HNW families, successful executives, and entrepreneurial private business owners. Our North Sydney office has a dedicated team of over 60 professionals. In 2024, Stanford Brown was thrilled to be ranked first in WRK+’s Best Places to Work list for companies under 100 employees. We pride ourselves on our culture and offer a fun & supportive working environment. Role Description As a Client Services Administrator, your role will focus on solid administration support for our insurance team. The suitable applicant will possess strong organisational skills, having worked previously in an administrative capacity. You will be working in a rewarding team environment where you can grow and develop in an engaging, fast-paced and professional environment. Your key responsibilities will include: Managing client relationships as a first point of contact and taking ownership of client queries using your previous experience and knowledge Processing all requests for clients and advisers by appropriate deadlines Complete on-boarding of new clients, including underwriting support End-to-end administration service for our insurance clients, including direct contact with clients, providing status updates on all implementation and underwriting queries Claims management Contribute ideas to the ongoing improvement of processes and efficiencies. About You: Two years experience in a financial services administration role, ideally within an adviser’s office, with exposure to underwriting and/or claims. Outstanding customer service and communication skills. Fin365 experience would be ideal. A proactive approach, with the ability to respond well under pressure. Excellent time management skills with a strong multi-tasking ability. Exceptional attention to detail. The ability to adapt to a constantly changing environment. What We Offer: Competitive salary and benefits package - some perks include quarterly well-being days, birthday leave, lunches, and company-funded income protection insurance. Opportunities for professional growth and development. A supportive and collaborative work environment. A culture that values diversity, innovation, and continuous improvement. Seniority level: Entry level Employment type: Full-time #J-18808-Ljbffr
Job Details
Salary: 60.00 - 80.00
Posted: 18-02-2025
Category: General HR
North Sydney Council,
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