This well-established finance brokerage has built a strong reputation for integrity, service, and results across personal and commercial lending. Now expanding into Motor & Home insurance , they’re bringing the same client-first approach offering a rare opportunity to join at the ground level of an exciting new division. With a collaborative culture, clear systems, and a strong leadership team, this is a company where your contribution will be valued and your career supported.
Why Join?
- Be part of building and shaping a brand-new insurance offering
- Full-time, long-term role with career development as the division grows
- Friendly, professional and high-performing team environment
- Varied, hands-on role with autonomy and client interaction
About the Role
We’re looking for a motivated and client-focused Client Service Executive to support the launch and growth of the Motor & Home insurance arm of the business. Working closely with brokers, and leadership, you’ll help deliver exceptional service to new and existing clients while refining internal processes and contributing to long-term strategy. This is a fantastic opportunity to bring your insurance knowledge into a business that values initiative, trust, and long-term relationships.
Key Responsibilities
- Support the setup and delivery of the company’s new Motor & Home insurance offering
- Process new business, renewals, endorsements, and cancellations across personal lines
- Respond to client enquiries with professionalism and care
- Work alongside lenders, brokers, and underwriters to ensure seamless policy delivery
- Maintain accurate client records, policy documentation, and compliance requirements
- Assist in developing and refining internal workflows and customer service tools
- Help build a best-in-class service reputation within the new insurance division
What You’ll Bring
- 1–2 years’ experience in general insurance, preferably personal lines (motor/home)
- Strong communication skills and a passion for great customer service
- Detail-oriented, highly organised, and able to work autonomously
- Ability to adapt and contribute to a fast-growing, evolving environment
- A proactive mindset, with a genuine interest in building something new
- A team-first attitude and willingness to go the extra mile for clients and colleagues
Apply Now
If you're excited about shaping a new chapter in a respected financial services business, we’d love to hear from you.
Click APPLY or email your resume to jarrod@brookrecruitment.com.au