Professional Life Insurance Policy Manager
2 weeks ago
About Us
Our organization has a rich history of supporting healthcare professionals across Australia. With over 125 years of experience, we have established ourselves as a trusted partner in the medical community.
We represent more than 80,000 health practitioners and medical students nationwide, providing them with market-leading products and services to meet their professional, personal, and practice needs.
Our vision is to be the most trusted professional partner in supporting doctors throughout their lives and careers. We achieve this by delivering high-quality products and services that cater to their unique needs.
As a mutual organization, owned by our members and run purely for their benefit, our members are at the heart of everything we do. We prioritize their needs and provide them with exceptional service and support.
The role we are seeking to fill requires someone who is dedicated and proactive in managing life insurance policies for our members. In this role, you will be responsible for providing exceptional customer service by proactively reaching out to members to discuss and facilitate upgrades or amendments to their existing life insurance policies.
You will also handle incoming calls from existing members, assisting them with alterations or amendments to their policies or any other enquiries. Additionally, you will contact members who have requested cancellation, missed payments, or whose policy is about to lapse due to non-payment in an attempt to retain coverage.
This role involves analyzing and reporting trends related to policy cancellations, lapses, and upgrade opportunities, offering insights to improve member retention strategies. You will also provide phone support to our sales team during peak periods and send notifications to existing members regarding their existing policies such as renewal, dishonour, lapse, or other policy notifications.
To be successful in this role, you will require previous experience in a customer service, retention, or sales role, preferably within the life insurance or financial services industry. You must also possess strong communication skills, both verbal and written, with the ability to explain complex information clearly and concisely.
You should have excellent organizational skills and attention to detail, as well as the ability to work independently and as part of a team. Proficiency in using customer relationship management (CRM) software and other relevant tools is essential. A member-focused mindset with a commitment to providing high-quality service is also required.
This role offers numerous benefits, including career development opportunities, flexible working arrangements, and a diverse and inclusive workplace. We value our employees' well-being and offer support through Employee Assistance Program (EAP), Health and Wellbeing programs, Tertiary Education Sponsorship and Support.
We strive to create a connected work environment where your contribution and ideas will be valued and respected, making a real difference to the lives of others.
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