Job Title

Risk Insurance Technical & Claims Manager / Client Services ManagerAdd expected salary to your profile for insightsBartons is a boutique Chartered Accounting and Wealth Advisory business offering fully integrated services across Business Advisory, Tax, Wealth Management, Risk Protection, and Lending. Founded over 60 years ago in Adelaide, Bartons has grown steadily and is built on three core pillars Our Clients, Our People, and Our Community. We pride ourselves on a talented, collaborative team of nearly 50 professionals who take a big-picture approach to caring for our clients financial needs. If you are an experienced insurance professional with a passion for client service and looking to grow your career in a supportive, dynamic firm, this opportunity may be for you.About the RoleWe are seeking a motivated Client Service Manager with a specialisation in Risk Insurance. In this role, you will be the go-to for all aspects of personal insurance operations and client service, supporting our Financial Advisors in delivering outstanding insurance advice and service. This position is critical in managing an extensive portfolio of insurance clients (over 500+) as well as new insurance business.As the Insurance Specialist CSM, you will drive the end-to-end insurance process for our clients from initial pre-assessment and application, through underwriting, to policy implementation and ongoing service, including claims handling. You will work closely with our financial advisors (and occasionally with our accounting and lending teams) to ensure clients life insurance, income protection, Total & Permanent Disability (TPD), and trauma cover needs are met with excellence.This is a full-time role, but we are open to flexible arrangements for the right candidate (for example, adjusted hours during school times or a partially remote schedule). After initial training, you can expect support for one day per week working from home as part of our commitment to work-life balance.Key ResponsibilitiesIn this role, you will:Act as the primary point of contact for all insurance client enquiries. You will be the friendly and reliable first stop for clients questions about their life, disability, and income protection policies, providing timely and exceptional service at all times.Drive the end-to-end insurance advice and implementation process. Manage the workflow of insurance cases for the advisors from initial needs analysis and pre-underwriting assessments (reviewing medical or financial pre-disclosures) through to preparing insurance quotes and applications, liaising with insurance providers, overseeing underwriting requirements, and getting policies issued successfully. You will ensure every step is completed accurately and efficiently.Coordinate and manage insurance claims for clients with care and diligence. In the event of a client claim, take ownership of the claims lodgement and management process: help clients complete claim forms, gather required medical and financial evidence, submit to insurers, and follow up regularly on progress.Provide technical support to advisors on insurance strategies and product selection. Leverage your insurance product knowledge to assist our Financial Advisors in comparing and selecting the most suitable insurance solutions for clients. This may involve using tools like Xplans Risk Researcher to compare policy features and underwriting criteria across various insurers. Youll help prepare insurance recommendations and reports, ensuring that the advice we present considers each clients health, occupation, and financial context.Ensure compliance and accuracy of client insurance records. Maintain meticulous electronic files and records for all insurance applications, policy documents, and client communications. Youll double-check that all advice implementation (Statements of Advice, Record of Advice for insurance) is executed correctly and that our compliance standards are met, with all client files up-to-date and audit-ready.Collaborate with the broader team and support other Client Service Managers as needed. While your focus will be on insurance, you will be part of the wider client services team. You may assist colleagues during peak times or participate in firm-wide projects to improve operational workflows.Qualifications and ExperienceThe ideal candidate will have the following background:Experience in insurance or financial services: Essential: At least 2-3 years in a financial planning Client Services or insurance administration role. We strongly prefer candidates with around 5+ years of hands-on experience in life insurance operations for example, working in an insurance companys underwriting, claims, or new business department, or in an advisory firm handling insurance cases.Product Knowledge: Solid understanding of life insurance, income protection, TPD, and trauma insurance products and their key features. You should be familiar with how these policies work and the typical requirements for underwriting and claims.Qualifications: There are no strict formal education requirements for this role we value practical experience.Technology Skills: Proficiency with financial services software and tools. Experience using Xplan (financial planning software) or a similar CRM system is a strong plus, as our insurance process is managed through such platforms. Good general computer skills (MS Office suite, PDF editing for forms, etc.) are assumed.Industry Knowledge: Up-to-date awareness of the insurance industry and regulations. Any exposure to current life insurance industry practices in Australia (such as knowledge of recent changes in insurance codes, underwriting trends, or claims handling procedures) will help you hit the ground running.Skills and AttributesSuccessful candidates will demonstrate:Exceptional client focus and empathy. You genuinely care about helping clients, especially during difficult times. In insurance, you will work with people facing illness, injury or loss an ideal candidate can show empathy, patience, and professionalism in these situations.Strong organisational skills and a process-driven mindset. This role involves many moving parts and sometimes unexpected urgent tasks (e.g., a sudden insurance claim). You must be highly organised, able to prioritise effectively, and excel at managing a dynamic workflow.Attention to detail and accuracy. Insurance admin requires meticulous attention from filling out application forms correctly to interpreting policy wording. You pride yourself on producing error-free documentation and carefully checking your work.Excellent communication skills. You can communicate clearly and professionally, both in writing and verbally. You will be explaining insurance matters to clients in plain English, liaising with insurance underwriters and medical professionals, and keeping advisors and colleagues updated.Self-motivation and ownership. We are looking for someone who will take ownership of the insurance support function and proactively drive it. You should be comfortable working with some autonomy. A strong work ethic and can-do attitude are essential.Problem-solving and adaptability. Every clients scenario is different, and insurance underwriting or claims can sometimes throw curveballs. You should be a solution-oriented thinker who can adjust plans on the fly.What We OfferJoining Bartons as a Client Service Manager (Insurance) means becoming part of a firm that invests in our people and provides a rewarding work environment. Here are some of the benefits and opportunities we offer:Career Growth and Development: We believe in nurturing talent. Nearly all of our Financial Advisors, Associates, and senior team members started in support roles like this and grew internally. We offer clear pathways for career progression, whether you aim to advance in insurance specialisation or broaden into financial advising. Youll receive mentorship from experienced colleagues and have access to ongoing education.Integrated Team and Support: You will work in a strong team environment alongside experts in various fields. Our financial planning division is backed by in-house specialists in tax, accounting, lending, and self-managed super funds, meaning you can easily collaborate to solve client needs holistically. This integrated model makes your job easier for example, if you need financial statements for an insurance application or claim, our accounting team is in-house and ready to assist.Work-Life Balance and Flexibility: We understand the importance of balance. We offer flexible working arrangements where possible for instance, the option to work around school hours or to compress hours can be discussed for the right candidate. We also provide additional leave benefits like a paid volunteering day to contribute to the community, and a birthday leave day so you can enjoy your special day off.Convenient Location with Parking: Our office is located in a convenient suburban location (Camden Park, SA) say goodbye to long city commutes! Many team members enjoy the shorter commute and convenience of our location, which contributes to less stress and more time back in your day.Dynamic Culture and Social Events: Bartons has a friendly, inclusive culture where we also like to have fun. The social committee organises regular events from end-of-financial-year celebrations, to Melbourne Cup luncheons, holiday parties, and team-building activities. We even highlight products from some of our clients (wineries, distilleries, etc.) at our gatherings, making them unique and enjoyable. Being part of Bartons means youll quickly feel included in our community.Great Office Perks: Enjoy a well-equipped workplace we have excellent facilities including a top-quality coffee machine (cappuccino, anyone?) and a regularly stocked fruit bowl and snacks to keep you energised. Little perks like these ensure you stay refreshed throughout the day.How to ApplyTo apply, please submit your resume and a cover letter. In your cover letter, wed love to hear about your experience with insurance client service/administration and what excites you about this opportunity.Unlock job insightsSalary match Number of applicants Skills matchYour application will include the following questions:Which of the following statements best describes your right to work in Australia?What can I earn as a Client Services Manager #J-18808-Ljbffr