Insurance Tele-Assessment Specialist
4 days ago
We are seeking a highly skilled Tele-Interviewer to join our team and play a key role in shaping the future of our organization. As a Tele-Interviewer, you will be responsible for conducting medical screenings and client fact-finds, liaising with underwriters, advocating for clients, and collaborating with advisers to ensure a smooth and timely advice journey.
About the Job- Develop and own the in-house tele-interviewing function.
- Conduct medical screenings and client fact-finds.
- Liaise and build strong relationships with underwriters.
- Advocate for clients by challenging decisions when appropriate.
- Collaborate with advisers to ensure a seamless advice journey.
- 3+ years of experience in tele-interviewing or tele-underwriting.
- Confident, warm, and articulate communicator – especially on the phone.
- Strong time management and ability to self-manage workflow.
- Tech-savvy and comfortable working remotely or independently.
- Understands the importance of data integrity in the advice process.
- A positive, proactive, and client-first approach.
- Join a values-led business making a real impact in people's lives.
- Enjoy the flexibility of remote work (or join our Melbourne team if local).
- Be part of a supportive, flat-structured team that values your input.
- Work closely with senior leaders and advisers in a high-growth business.
- Work with an industry-leading financial advice firm.
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