Customer Advocate Specialist

BE THE DIFFERENCE

At AIA we don't simply believe in being 'the best'. We believe in better – because there's no limit to how far 'better' can take us. Everything we do is driven by our purpose to make a difference by helping people embrace Healthier, Longer, Better Lives. And every one of our people has an important role to play. If you want to make a difference by helping shape a healthier, better-protected Australia, read on.

About the organisation
 

AIA Financial Wellbeing was launched in 2021 as a new financial advice business with a goal to help more Australians access affordable, straightforward advice that considers the life, health and financial goals and objectives of our customers. Because we understand that financial wellbeing is linked to physical and mental wellbeing. We are operated by AIA Financial Services Limited, a subsidiary of AIA Australia, under a separate Australian Financial Services License (AFSL). In upholding our AFSL, we comply with ASIC and FASEA obligations and standards. 

The Opportunity
 

We currently have an opportunity available in Sydney for a Customer Advocate Specialist to join our team. Within this role in general advice, you will assist customers with their insurance application and provide information on AIA products. You will identify customer's needs and triage these customers to AIA's personal advice team for further assistance if required.

To do this successfully you will:
 

• Receive inbound customer sales enquiries and provide quotations, product/service information, support and pricing details
• Maintaining the customer data base
• Triage calls between General and Personal Advice including to external advice networks
• Provide administrative support for customers and policy holders
• Identify sales leads and conduct follow ups
• Assist customers through end-to-end application
• Process payments and issue policies to customers
• Receive, handle or escalate customer complaints related to the sale of the organisation's products/services
• Adhere to compliance guidelines and regulations
• Perform other responsibilities and duties periodically assigned by supervisor in order to meet reasonable operational and/or other requirements

Successful applications will demonstrate:

• Previous experience within a contact centre in the health or life insurance industry
• Exceptional stakeholder engagement skills and the ability to build rapport
• Excellent organisational and administrative skills
• Strong attention to detail
• Customer service aptitude
• A strong interest and focus in sales

Why choose AIA:
 

At AIA, we've made a promise to help people live healthier, longer, better lives. And it starts with our own people. 

• Access our training and development to build on your current skills
• Career development through internal mobility opportunities
• Work for a business helping millions of Australians and make a difference to someone's life everyday
• Access additional leave days a year to recharge and refresh yourself
• Enjoy wonderful Health and Wellbeing initiatives that support you
• Work with supportive and inclusive managers
• Flexible working arrangement

At AIA Australia, we're proud to help guide, support and protect the wellbeing of over 3.5 million Australians. Through life and health insurance, financial wellbeing and our total wellbeing ecosystem that includes AIA Vitality – the world's leading science-backed wellbeing program – we've started a movement to make Australia the healthiest, best protected nation in the world. 

As part of the AIA Group - the largest independent publicly listed pan-Asian life insurance group with a presence in 18 markets in Asia-Pacific – it is our ambition to engage one billion people to live Healthier, Longer, Better Lives by Lots of companies like to say they're different. What makes us truly different at AIA, is the difference we make in people's lives. 

AIA is different. Are you?
 

If you want to be part of an organisation that helps people live better every single day, apply via the link.