Service Delivery Expert

1 month ago


Perth, Western Australia Lotus People Full time

Company Overview

Lotus People is a leading recruitment agency that specialises in partnering with top-tier companies to find the best talent. We are thrilled to be working with a highly-regarded FinTech insurance company to recruit a Service Delivery Expert for their Service team.

This company is built on a strong reputation for service excellence, positioning them at the forefront of their industry. They are now seeking an enthusiastic Service Delivery Expert to join their innovative and energetic business, contributing to its long-term growth and success.

The Role

In this role, you'll be responsible for supporting a portfolio of financial advisers by managing new applications, ensuring cases move smoothly through each stage, and 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.

Key Responsibilities:

  • 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.

About You

  • Experience working within Advisor Assistant or Client Services roles is highly regarded.
  • Experience working within life insurance is strongly regarded.
  • 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 are highly regarded.

Benefits

  • $80,000 - $83,000 + Super (depending on experience)
  • Modern offices in Perth CBD.
  • Flexibility to work from home 3 days a week, with additional flexibility benefits.
  • 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.

How to Apply

If you're a motivated and organised individual with a passion for exceptional service, we want to hear from you. Apply now for immediate consideration and be part of a company that values its employees and strives for excellence in all aspects of its business.



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