Tele Interview Consultant: Navigating Financial Futures

2 weeks ago


Sydney, New South Wales, Australia Lotus People Full time

Company Overview

  Lotus People is thrilled to collaborate with a highly-regarded insurance company, renowned for its commitment to service excellence and forward-thinking approach.

  As a Tele Interview Consultant, you'll be part of a collaborative service team that values innovation and growth.

Estimated Salary

$85,000 - $90,000 + Super (dependent on experience)

Job Description

  As a Tele Interview Consultant, your primary role will involve managing a portfolio of financial advisers, conducting tele-interviews, and providing exceptional customer service throughout the policy's life cycle.

  You'll collaborate with the underwriting team to ensure an outstanding experience for customers, advisers, and stakeholders alike.

Key Responsibilities

  • Complete customer Tele Interview applications by phone, building trust and advocacy with both customers and advisers
  • Conduct tele-interview calls with customers to gather risk-related details accurately
  • Ensure timely case completion within agreed service level agreements
  • Visit advisers to promote services

Required Skills and Qualifications

  • Exceptional customer service skills and professional phone manner
  • Excellent interpersonal and communication skills
  • Ideal candidates have familiarity with medical terminology through work or study (e.g., qualified nurses are highly desired)
  • 1-2 years+ experience within Insurance/Life Insurance

Benefits

  • A modern office in Darling Harbour, with a short walk from Town Hall Station
  • WFH flexibility 3 days a week, with additional flexibility benefits
  • A collaborative, passionate, and down-to-earth service team
  • A 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


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