Tele-Interviewer

3 days ago

Melbourne, Victoria, Australia B & K Consulting Full time

B&K Consulting is proud to be partnering exclusively with a **fast-growing, purpose-led life insurance advice firm** that's reshaping the way Australians experience insurance advice. With rapid growth and a deep commitment to client outcomes, the business is now creating a **first of its kind tele-interviewer** role. Which is focused on bringing pre-assessment and medical screening in-house to **improve lead times, elevate client experience, and drive great outcomes for clients.**

**About the Role**- This is a **standalone, high-impact position** where you'll build and lead the internal tele-interviewing process from the ground up. You'll act as a key bridge between the advice team and insurers — ensuring medical assessments are thorough, conversations with underwriters are robust, and the client journey is seamless from start to finish.
- Able to work both office based and remotely

**What You'll Be Doing**:

- **Own and develop** 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 smooth and timely advice journey
- Keep records accurate, compliant, and secure

**About You**:

- 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

**Why You'll Love This Role**:

- Join a values-led business making a real impact in people's lives
- Enjoy the flexibility of **remote work**(or join the 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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