
Client Executive
- North Ryde, NSW
- Permanent
- Full-time
- Daily phone and email interaction with our existing clients regarding their ongoing insurance and risk needs
- New client engagement, to assist with their home warranty and construction insurance requirements.
- Building strong rapport with clients by listening to their needs and wants.
- Asking thorough questions about each client’s requirements and providing suitable education on additional HIAIS products and service
- Providing on the spot support to client queries, as well managing multiple ongoing communication with more complex client needs
- Responding to occasional customer complaints
- Regularly collaborate with the Client Manager regarding your ongoing workload and personal development
- Work closely with your colleagues to receive, and provide them, ongoing support regarding client requirements
- Be responsible for Credit control of all their client invoicing including debt management, payment enquiries and settlements
- Essential: Tier 1 broking qualification
- Relationship building capabilities
- Proven experience servicing customers and clients
- Comfortable using software programs and tools such as CRM and Microsoft office suite
- Ability to multi-task and complete various complexity of tasks efficiently
- Ability to complete work with a high level of accuracy and attention to detail
- Experience in General Business Insurance or Broking – high regarded
- Home Warranty and Construction experience – highly regarded