AddressAbout Us
Regional Financial Planning is an innovative life insurance business with offices located throughout Queensland. For many years Regional has provided its clients with a high quality life insurance planning services, supplying solutions tailored to meet our clients diversified requirements.
We have a friendly and collaborative team of people. We are motivated, professional and enthusiastic about what we do, and are seeking like minded people to join our business. Our working environment boasts an enthusiastic team who are empowered to achieve their best.
- Competitive salary $$$
- Full time or part-time available
- Social events as a team
Regional Financial Planning are seeking a proactive Claims Administrator to take on this rewarding opportunity in our Rockhampton office.
This position is available on a full time or part-time basis and requires consistent weekly hours.
About the Role
The primary objective for the position is to provide professional efficient and effective administrative support and initial client liaison.
The role involves but is not limited to:
- First point of call for clients.
- Assisting clients with their enquiries including changing bank details, updating addresses
- Providing general advice only
- Make client appointments when required
- Saving and filing of client information
- Assist Financial Planners in client management and enquiries
- Assist in preparing client documents
- Communication with clients and insurers
- Managing incoming calls, emails and daily mail
- Assist in insurance quotes and implementation of insurance.
- Data entry into CRM
- Keep Comprehensive file notes
Regional will provide specific training and support to the successful applicant in obtaining the right qualifications to carry out the position and advance their career over the years
Teamwork
You will be working in a team environment that focuses on achieving the best outcome for our clients.
We are looking to discuss this role with candidates who align with our values and want to grow with our company.
About You
Working as part of a dynamic team, the right candidate should possess the following attributes:
- Excellent communication skills
- Have exceptional attention to detail
- Be proficient in Microsoft Office, Word, Excel, Microsoft Office 365 etc. computer software
- Have brilliant time management skills
- Be self motivated
- Customer services orientation
- Develop and build relationships
- Be a quick learner
- Excellent computer skills - speed and efficiency
- Effective communication and organisational skills
- Possess exceptional multi-tasking abilities
- Team player
Your New Benefits:
- A highly competitive salary package and employee benefits.
- Genuine career development with a growing organisation in a stable industry.
- Company paid qualifications.
- Fantastic opportunity to gain further experience, qualifications, and ongoing training.
- Permanent part-time or full-time position.
- Be a part of a diverse, friendly and social team.
Come and join our team!
To apply for this great opportunity please submit your covering letter and resume via Seek.
Click 'Apply Now'. Come and join our team
