About Gallagher
This position is within the Employee Benefits & HR Consulting division at Gallagher Benefit Services, which specialises in employee wellbeing, benefits, corporate superannuation and financial advice. Gallagher Benefit Services is a part of Gallager, which is one of Australia's and the world's largest insurance broking and risk management companies with almost 35,000 employees globally.
We pride ourselves on being a socially responsible, ethical and collaborative organisation expressed through our shared values The Gallagher Way. We are also proud to be named one of the 2020 World's Most Ethical Companies by Ethisphere for the 9th consecutive time as well as being on the Forbes World's Best Employers list as the only insurance brokerage.
www.gallagherbenefits.com.au
Job tasks and responsibilities
We are seeking an experienced Client Services Officer to assist our team of Advisers with all administrative functions relating to the provision of advice and ongoing service to our new and existing clients.
Manage a large portfolio of clients
Follow all Gallagher processes and procedures in accordance with organisational standards
Assist Advisers with the Client Onboarding process including conducting research on existing funds and policies
Prepare Portfolio reports for annual review meetings
Manage the implementation process from start to finish (insurance and investment)
Initiate and manage client claims
Answer client enquiries and perform maintenance on client accounts including but not limited to - change of address, change of beneficiary, change of pension details, withdrawals etc
Assist with the FDS and Opt-in process
Liaise with external insurance and investment providers
Skills and Experience
Knowledge and experience within the Financial Planning/Advice Industry - minimum of 2 years (essential)
XPlan knowledge (desirable)
Excellent computer literacy
Ability to effectively communicate with people at different organisational levels and with various backgrounds - written and verbal
Ability to manage a high volume of tasks
Excellent organisation and time management skills
Self-motivated and reliable
Ability to work within a team, presenting a helpful attitude and the capacity to juggle multiple tasks
Self-management and autonomy within the workplace, yet able to coordinate with others to strive towards company goals
Demonstrated flexibility with the capacity to change processes, rearrange priorities and workload to meet competing deadlines
Able to multitask and still present high quality work
Personal attributes
To be considered for this role you will have demonstrated experience in a similar role together with:
Strong work ethic
Attention to detail
Honesty and integrity - displayed in business dealings both with clients and team members
Demonstrated initiative - showing resourcefulness and acting proactively
Customer focus - commitment to providing unsurpassed service to clients by making them the primary focus
Interpersonal skills - interact courteously and with sensitivity
Why Gallagher?
We pride ourselves on our exceptional culture and commitment to supporting and encouraging our people, constructively challenging and empowering them to take action. We offer exposure to a busy and inspiring group of individuals with a competitive salary, employee benefits and great work culture.
We encourage you to applyvia our careers website or for further information, please contact our Talent Acquisition team at **********
Any offer of employment and subsequent continuing employment is dependent upon the completion of relevant pre-employment background checks. All applicants are required to undergo employment screening through probity checks prior to commencing.
Gallagher is an Equal Employment Opportunity (EEO) employer committed to the principles of workplace diversity and inclusion. We welcome all people regardless of ethnicity, faith, sexual orientation, gender identity and lifestyle choices.
Additional Information
