Client Services Officer

    About MBS Insurance

    MBS Insurance is a specialised Life Insurance only advice business located in Crows Nest. Founded in 2006, MBS Insurance is one of the largest insurance broking businesses in the country, providing quality insurance advice to clients in areas of personal and business insurance.


    The clientele come largely through formalised relationships with accounting and financial planning businesses.


    About the Role

    You will be part of a team of 40 paraplanners, advisers and client services support staff across NSW, VIC, QLD and WA.


    Key Responsibilities

    • Deliver high quality and efficient service to advisers, paraplanners and clients through the day-to-day management of client accounts.
    • Enter and maintain complete and accurate client and policy data and prepare client correspondence as required.
    • Liaise with Insurers, clients and other key stakeholders to ensure the best possible outcome for the client.


    About You

    • Aligned with our core values
    • Ability to work effectively in a self-directed manner with a focus on attention to detail
    • Strong verbal communication skills
    • Ability to efficiently manage and balance multiple and, sometimes competing, priorities.



    Please submit the form on this page.