Trust Manager + Senior Trust Manager- Health & Personal Injury (H&PI)

Profusion Group have an amazing opportunity for Allied Health Professionals to move into the Financial Services industry and work with Trustee client.

The client are particularly interested in Allied Health professionals who have experience across case managing in insurance, treatment experience or rehabilitation experience. Trustee experience not essential and significant training will be provided.

Company Overview:
 
Our clients boasts an excellent company culture with a forward thinking approach. As a result of their growth and success, they require the assistance of a Trustee Managers, eager to build a career in this space.

Role Overview:

In this role you will be the primary point of contact for Health & Personal Injury clients and their families and to provide timely and accurate support and guidance to internal and external stakeholders.

You will have exposure across the trustee business and also act as a mentor and coach to other employees. 

Key Responsibilities:

  • To be the primary point of contact for Health & Personal Injury clients and their families and to provide timely and accurate support and guidance to internal and external stakeholders.
  • To ensure all Health & Personal Injury accounts are compliant with legal and business requirements
  • To ensure this compliance is achieved on a profitable and sound commercial basis
  • To achieve high levels of internal and external client satisfaction
  • To generate revenue from insurance, investment and estate planning referrals from the Health & Personal Injury client book.
  • System generated reporting of all aspects of compliance
  • Streamlined review process and increased profitability through implementation of revised portfolios

Skills and Experience:

  • Degree qualified in a functioning Allied Health field;
  • A minimum of 12 months + work experience from either a rehabilitation, returning to work or claims (life insurance, CTP or Workers Compensation) background is essential;
  • Experience dealing with return to work is essential;
  • Excellent customer service skills and attention to detail;
  • Able to work within a team environment and take direction;
  • Most importantly, an interest in pursuing a career in financial services.

What’s on Offer and why make the switch to Life Insurance?:

  • Office corporate hours
  • great working environment 
  • attractive salary packages
  • exciting new domain  – multiple areas within the business to explore (Trustee, Asset Finance and Advice)
  • Sydney CBD – Amazing location and state of the art offices

This industry has a lot to offer with multiple opportunities. Should you choose to make the switch, please apply below or do give me a call as it would be great to hear from you and discuss.

Dominic Sheppard – 02 9240 6386.

Welcome to connect with Dominic on LinkedIn too.

https://www.linkedin.com/in/dominic-sheppard-319995107/

Trust Manager + Senior Trust Manager- Health & Personal Injury (H&PI)

Please complete the form below to apply for this position

Upload your resume
or