Client Relationship Specialist

2 weeks ago

Melbourne, Victoria, Australia Tal Services Limited Full time

Job Overview

Insurance Customer Support Advisor

  • Work with Australia's leading Life Insurance provider
  • Opportunities for professional growth and a nurturing workplace
  • Comprehensive employee perks and benefits

About the Role

Welcome to the Individual Life division, recognized as the top performer in Individual Life sales throughout Australia.

Our team is diverse in expertise and geographic presence, encompassing essential functions in sales, marketing, product development, underwriting, and distribution channels.

As a cohesive unit, we play a crucial role in fulfilling TAL's objectives, collaborating with our clients to safeguard the choices and freedoms that are important to them.

The Insurance Customer Support Advisor position is part of the Retention Team within Existing Business at Lifebroker. This team is tasked with engaging clients and insurance partners regarding current policies that have recently been dishonored, lapsed, or canceled.

In this role, you will reach out to clients to discuss their policy status, engage in meaningful conversations, and ensure they are adequately protected.

Key Responsibilities

Your primary duties will include delivering exceptional service to our Lifebroker clients while identifying their needs to propose suitable solutions.

You will connect with clients through both inbound and outbound initiatives to educate and assist them in maintaining their coverage.

  • Facilitate positive client outcomes by addressing and resolving client issues
  • Comply with all Lifebroker policies and procedures, ensuring all interactions are in line with established codes of practice
  • Accurately document client interactions to enhance relationships with Lifebroker and its partners
  • Communicate with clients who may struggle to meet their premium obligations or wish to modify their current policies
  • Conduct a needs-based analysis that prioritizes the client to deliver appropriate solutions
  • Collaborate with our insurance partners on behalf of clients to achieve favorable outcomes for all parties involved
  • Maintain strong engagement with stakeholders across the organization and partners
  • Provide professional and positive customer experiences

Candidate Profile

To excel in this position, you should possess:

  • Outstanding customer service skills, ensuring service standards are consistently met
  • Strong interpersonal and communication abilities, demonstrating high levels of integrity
  • Proven capability to work effectively both independently and as part of a team
  • Previous experience in a similar role within the Financial Services or Insurance sector
  • Excellent analytical skills with a keen attention to detail
  • Strong relationship management and negotiation capabilities
  • Adaptability to change and proficient problem-solving skills
  • Accurate data entry skills and familiarity with the MS Office suite

You take responsibility for your actions, persist in finding the best outcomes for clients and partners, and value collaboration in problem-solving.

Our Commitment

We recognize that every Australian life is unique, and we appreciate the value of diverse perspectives from individuals of all backgrounds.

We strive to create a workplace that is inclusive and flexible, supporting our employees with options that allow them to maximize their career potential. We are committed to growth, achievement, and supporting you in delivering your best work.

Ethical Standards

At TAL, everyone is expected to uphold ethical standards and is accountable for their conduct. We expect adherence to the principles outlined in our Code of Conduct during your time with us.

Risk management is a collective responsibility.

Additional Information

All employees at TAL are accountable for their actions and are expected to follow the principles set out in our Code of Conduct. Risk management is a shared responsibility.

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