Role Description This role is responsible for managing the client journey from initial contact through to settlement. The focus is on delivering a smooth, well-supported experience by coordinating communication, collecting and validating documents, and ensuring files progress efficiently through the pipeline. Responsibilities - Client Contact & Appointment Booking - Contact inbound referrals using a structured approach - Qualify at a high level and book meetings for brokers - Act as the first point of contact and set clear expectations - Document Collection & Onboarding - Guide clients through document requirements - Collect and organise documents over a 5–7 day period - Validate basic requirements (e.g. in-date payslips, completeness) - Enter and maintain accurate client data in the CRM - Pipeline & CRM Management - Maintain accurate and up-to-date CRM records - Track file progress and follow up consistently - Ensure no applications stall due to missing information - Handover to Credit Analysts - Prepare complete and accurate files for submission - Manage handover to the credit analyst team - Support analysts with follow-ups and outstanding items - Post-Approval & Settlement Support - Notify clients of approval and guide next steps - Assist with final document collection - Support clients through to settlement Qualifications - 3-5 years experience in AU mortgage broking or loan processing - Strong understanding of standard document requirements - Experience using Mercury CRM (essential – applications without this will not be considered) - Excellent communication skills (verbal and written) - High attention to detail and organisation - Ability to manage multiple files and follow up consistently - Proficiency in Microsoft Office, Teams, and SharePoint Key Attributes - Strong customer service mindset - Patient and persistent when working with clients - Process-driven and detail-focused - Takes ownership of tasks through to completion Reporting & Relationships - Reports to: Directors - Works closely with: Mortgage Brokers and Credit Analysts - External stakeholders: Clients, Lenders, Solicitors Preferred Skills/Experience - Certificate IV in Finance and Mortgage Broking - Experience in a broker support or client service role

• Promotes Stewart Insurance services and solutions through sales activities including consultative selling, relationship-building, and exceptional, client-tailored communication skills • Identifies cross-selling opportunities and recommends additional coverage solutions by listening to understand and anticipate client needs • Proactively manage policy renewals and communicate recommendations clearly • Follows standard procedures and guidelines while thriving in a client-focused, production-driven environment • Builds and deepens client relationships through product knowledge, education, cross-selling, and delivery of exceptional client experiences • Understands how assigned duties relate to others within the team and how the team integrates with related teams • Impacts own team through the quality of the support provided in a fast-paced, team-oriented environment • Recognizes and solves typical problems; selects solutions from established options • Communicates moderately complex information in routine situations to team and insurance carrier partners to deliver exceptional client experiences • Works under general supervision with limited ability to modify approach • Individual contributor having no supervisory responsibilities; manages own workload • Performs all other duties as assigned by management

Role Description ¿Te gusta ayudar a la gente a viajar sin problemas y sin estrés? Como nuestro RSVP, serás el profesional de referencia para los participantes del evento, asegurándote de que vuelos, hoteles e inscripciones se gestionen sin problemas. Serás la calma en medio de la tormenta del viaje — resolviendo problemas, respondiendo preguntas y asegurándote de que cada huésped llegue a donde tiene que ir, feliz y puntual. Si eres rápido de pies y prosperas en un entorno rápido y centrado en las personas, ¡esta podría ser tu próxima gran aventura! - Coordinando reservas aéreas, estancias en hoteles y alquileres de coches con precisión y cuidado - Gestionar los cambios de última hora como un jefe - Ofrecer un servicio al cliente de primera calidad que mantiene a los viajeros sonriendo - Asegurando que los datos sean precisos y que los sistemas funcionen sin problemas - Colaborar con tu equipo para que cada evento sea un éxito Qualifications - Experiencia en SABRE con al menos 3 años de experiencia práctica en reservas - Tecnología de viajes en grupo y reservas de espacios bloqueados - Habilidades geográficas agudas tanto para destinos nacionales como internacionales - Competencia en Microsoft Office - Experiencia trabajando con sistemas de registro de eventos o bases de datos Benefits - Trabajo flexible - Espacio para crecer - Todos tienen voz - Da el siguiente paso - Te tenemos cubierto - Somos positivos. Te encantará.

• Responsible for all aspects of assigned RFPs and RFIs • Manages the overall proposal process from receipt of RFP/RFI to final delivery • Work with Account Directors and Operational teams to refine proposal scope and integrate solutions into complete proposals • Prepare multiple, complex budget tools and associated client grids • Following legal guidelines, complete work order contracts including Task Matrix, vendor information and client-specific detail based on Master Services Agreement(s) • Support Operations and Finance in the management and reconciliation of both Out of Scope and Final invoicing • Review protocols and other scientific documents to apply appropriate study information to budget tools