Lifebroker Insurance Consultant

6 days ago

Melbourne, Australia TAL Full time

Company Description

Welcome to Individual Life - the number one in Individual Life sales across Australia.

We are a group diverse in skills and geographically reach covering core functions in sales, marketing, product design, underwriting and channel distribution.

Together, our team plays a significant role in delivering TAL's Priorities and we partner with our customers to ensure that the choices, options and freedoms that matter to them are protected.

Lifebroker is an online life insurance comparator, helping Australians find the right financial protection for their families.

You will be part of a value-driven environment, with excellent remuneration, benefits and learning and development opportunities designed to support our people in meeting and exceeding the expectations of their customers and colleagues

**Job Description**:
Regularly servicing inbound/ outbound enquiries, you will help our clients compare life insurance products using Lifebroker’s innovative comparison software and provide a recommendation based on the results.
- You’ll manage and consult with an allocated group of clients to compare and provide general advice recommendations for suitable life insurance products, and successfully convert to a compliant sale.
- You will be responsible for monthly revenue targets and compliance requirements associated with a general advice role, and have full accountability for managing the administrative aspects of the client group including any documentation management and the generation of quotes
- In return, you will be part of a value-driven environment, with excellent remuneration, benefits and learning and development opportunities designed to support our people in meeting and exceeding the expectations of their customers and colleagues.
- Manage and consult with an allocated group of clients to compare and provide general advice recommendations for suitable life insurance products, and successfully convert to a compliant sale.
- Responsible for their monthly revenue targets and compliance requirements associated with a general advice role.
- Has full accountability for managing the administrative aspects of the client group including any documentation management and the generation of quotes.

**Qualifications**:
**Accountabilities**
- Adhere to all Lifebroker policies and procedures including but not limited to Code of Conduct, Equal Opportunity & Diversity and Occupational Health & Safety.
- Proactively consult with allocated clients to successfully achieve expected weekly and monthly lodgement and completion target.
- Proactively manage phone quotes within required timeframe, following the business endorsed procedure (including endorsed script) to provide clients with the necessary information.
- Where required, assist in contacting existing clients about the renewal of their policies to ensure they are receiving the best deals on the market.
- Administer all allocated save’s the day they are processed and respond in a timely manner (immediately when possible).
- Complete special acceptance term calls within the expected time frame of one day and ensure each outstanding SAT is followed up on at least twice a week until returned/file is archived.
- Educate clients with relevant information regarding the Lifebroker business and products to ensure they have a full understanding.
- Handle MC and Alliance clientele by following Lifebroker scripts and processes, making sure brokers and clients are kept up to date regularly throughout the process.
- Establish and maintain effective and collaborative working or interpersonal relationship with your co-workers, Managers, visitors, clients.
- Log information on all calls and information received, where required and maintains detailed and accurate records as per relevant Lifebroker procedure.
- Perform role in an efficient, professional and courteous manner.

**What we are looking for**:

- Customer centric with excellent customer service skills and a friendly and engaging telephone manner.
- Motivated, self-driven and results orientated.
- Ability to work as part of a team and to contribute to achieving positive team outcomes. Effective time management skills.
- Builds solid relationships across the business.
- Proactively identifies improvement activities and has a focus on quality and continuous improvement.
- Strong work ethic and willingness to support the team to achieve successful outcomes.
- Proficient in the use of computer systems, software packages and processes.
- Strong attention to detail and planning skills to manage multiple priorities to successful completion.
- Able to proactively develop effective and result oriented customer interactions.
- Proven literacy and numeracy skills.
- A team player and the ability to contribute to building a positive culture.
- Experience in the life insurance/financial services industry.
- Prior experience within an administrative team or an inbound or outbound call centre environment
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