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Client Services Officer (Financial Advice)

  • Full-time
  • Recruitment & Staffing
  • Brisbane QLD
  • Hybrid

Job Description

Are you a Client Service Officer with life insurance experience looking for a supportive team that genuinely backs one another? At Gallagher, we’re seeking someone who knows their way around life insurance, takes ownership of their work and genuinely cares about delivering exceptional client outcomes.

This role as a Client Services Officer partners with our specialist Risk Advisers, offering a unique opportunity to contribute, learn and make a meaningful impact for clients. While an understanding of personal insurance is desirable, we’ll provide on the job training to help you succeed. If you’re looking for a pathway to becoming a Financial Adviser, this role provides the perfect foundation.

Why work with Gallagher?
Gallagher is a global leader in Insurance broking, risk management and consulting, with over 70,000 employees worldwide. We have a global reach with a local presence and pride ourselves on being a socially responsible and an ethical organisation expressed through our Shared Values, The Gallagher Way.
We are proud to be named as Finalists in the upcoming 2026 Australasian Inspiring Awards! The Inspiring Workplaces Awards celebrate organisations that put People First, fostering cultures of trust, purpose, and belonging.
We pride ourselves on offering excellent benefits to not only our clients, but our own team members. Some of the benefits available include:
• Competitive remuneration and career growth opportunities
• A bright & modern new office centrally located in Brisbane City offering a collaborative work environment.
• Flexible hybrid working
• Employee Assistance Program to support our teams mental wellbeing
• Discounts to over 500+ major retailers through our Gallagher Rewards scheme
• We offer paid Community Service & Volunteer Days.
• Salary Sacrificing options including the ability to purchase additional annual leave
• A family friendly workplace – we offer up to 16 weeks paid parental leave
• And much more!
How to Apply
If this sounds like the opportunity for you, please apply via SEEK using the links below.
To learn more about working with Gallagher please visit www.ajg.com/au/about-us/careers/

We support diversity and inclusion in all our workplaces. Applications are encouraged from Aboriginal and Torres Strait Islander people, people with a multicultural background, or members of the LGBTIQ community. As proud sponsors of the Special Olympics International, we welcome applications from people who live with disability.

Key Responsibilities

bout the Role:
The Client Services Officer works collaboratively with the Client Services team to support Financial Advisers by delivering high quality administrative and client service support.
This role ensures an exceptional client experience and smooth coordination of insurance advice in line with regulatory requirements.
Responsibilities include but are not limited to:
Client Relationship Management:
· Act as primary point of contact for client enquiries and service requests.
• Build and maintain strong, trusted relationships with clients and external providers through timely, proactive and professional communication.
• Assist with onboarding new clients and gathering required documentation.
Administration:
• Prepare RoAs and manage advice implementation.
• Assist with preparing advice implementation documentation for SoAs.
• Assist with insurance claims, including preparing initial application forms and managing ongoing claims.
• Process alterations to existing insurance policies.
• Maintain client records with accurate and timely information in accordance with AFSL and regulatory obligations.
• Provide ad hoc administrative support
Experience and Skills:
To succeed in this role, you’ll bring:

Requirements

Technical Expertise:
• Experience in a client services role with specific and current knowledge of personal insurance requirements and standards.
• Working knowledge of personal insurance products (desired).
• Experience using Xplan (desired).
Client Service Skills:
• A strong client service mindset with excellent communication skills.
• The ability to manage competing priorities in a fast-paced environment.
• High attention to detail and strong organisational skills.
Personal Attributes:
• A client-centric and solutions-focused approach.
• Professionalism, reliability and the ability to manage sensitive client matters.
• A high level of accountability, reliability, and confidentiality.
• A proactive, team oriented mindset.
• A continuous improvement mindset with strong process awareness.
• A willingness to learn and take on feedback.

About The Company

About Us:

Gallagher is the leading Private Wealth, Corporate Benefits & HR Consultancy in Australia. We are part of a larger international team, with international offices delivering client-service and risk management capabilities in more than 130 countries around the world.

We partner alongside businesses to align their people strategy with their overall business goals to achieve greater productivity, profitability and growth, offering solutions including Personal Financial Advice, Corporate Employee Benefits & Digital Engagement platforms.

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Job Details

Employer Name

Gallagher AJG

Salary / Pay Rate $ per Hour

Closing Date

Job Status

Open

Experience

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