Customer Service Consultant

4 weeks ago

Sydney, New South Wales, Australia Lotus People Full time

Join to apply for the Customer Service Consultant - Life Insurance role at Lotus People

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Join to apply for the Customer Service Consultant - Life Insurance role at Lotus People

Are you looking for a customer-focused role where you can make a real impact? If you have life insurance experience and a passion for helping people, we have the perfect opportunity for you

About The Company

Lotus People are thrilled to be partnering with a highly regarded FinTech Insurance company to recruit a Service Consultant within their collaborative Service team.

Our client has built a strong reputation for their commitment to service excellence, positioning them at the forefront of their industry. This presents an incredible opportunity for an enthusiastic Service Consultant to join an innovative and energetic business, contributing to its long-term growth and success.

This is a company that is truly passionate about creating a fantastic workplace culture, putting its people at the forefront of everything they do

About The Role

In this role, you'll support a portfolio of financial advisers by managing new applications, ensuring cases move smoothly through each stage, providing exceptional service throughout the policy lifecycle. You'll handle life insurance policy administration in a collaborative, customer-focused environment, working closely with underwriting to ensure a seamless experience for advisers and their clients.

This position is ideal for someone organised, proactive, and client-focused, with a passion for enhancing service quality and supporting advisers in delivering exceptional results to their clients.

DUTIES

Deliver exceptional, customer-centric service to financial advisers and stakeholders.
Build and maintain strong relationships with advisers to drive client advocacy.
Manage a personal portfolio of advisers, providing end-to-end support throughout the policy life cycle.
Visit advisers to showcase the company's services, reinforcing the value proposition.
Process new business applications and ongoing service requests accurately and within service level agreements.
Proactively monitor case statuses to ensure timely completion and minimise delays.
Collaborate with team members to share insights and solve problems, supporting a positive team environment.
Identify opportunities to improve service efficiency, reduce cycle times, and streamline processes for both the company and advisers.

SKILLS & EXPERIENCE

Minimum 1-2 years' experience working in Life Insurance.
Strong knowledge of Life Insurance and its products.
Exceptional customer service skills and telephone manner.
Excellent communication and interpersonal skills.
Strong MS Excel skills.
Strong attention to detail and high level of personal energy, with a drive to succeed and improve processes.
Ability to excel in a fast-paced environment, multitask, and meet deadlines.
Financial Services and industry qualifications highly regarded.
Experience working within Advisor Assistant or Client Services roles highly regarded.

BENEFITS

Modern offices in the Sydney CBD.
WFH flexibility 3 days a week, with additional flexibility benefits
Enjoy a day off every month
Collaborative, passionate and down-to-earth team.
Sociable work environment with a team that takes pride in their vibrant workplace culture.
Career growth opportunities within an award-winning organisation.
Regular social events and team outings.
Offices offering free snacks and drinks and an open social space

OUR RECRUITMENT PROCESS

At Lotus People, we are committed to fostering diversity, equity and inclusion. We encourage applicants from all backgrounds to apply and will ensure a fair and equitable recruitment process.

Every application we receive is reviewed by a real person, never by AI. If your experience aligns with the requirements of the role, a consultant will be in touch within 2-3 business days for an initial phone screen. Shortlisted

candidates will then proceed to a virtual interview with the consultant managing the role.

Due to the volume of applications and the specific nature of our briefs, we are unable to take phone enquiries about roles before an application is submitted. We ask that all interested candidates please apply online and wait to hear from us. Rest assured, we respond to every applicant, regardless of the outcome, so you will not be left wondering.

Lotus People are proud to have been awarded Best Agency for Candidate Experience for five consecutive years. We look forward to providing you with a positive and respectful experience.Seniority level

Seniority levelMid-Senior level

Employment type

Employment typeFull-time

Job function

Job functionCustomer Service
IndustriesStaffing and Recruiting

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