Client Services Officer

2 weeks ago


Melbourne, Victoria, Australia Lisagroup Full time

**About us**:

- LISAgroup is a specialist online Life and Income Protection insurance business.
- Platinum advisers with a number of insurance companies
- Established for over 10 years.
- Stable and Growing Team

**About the Role**:
We are currently seeking experienced Sales Support/Administration/ Customer Service staff members to join our team working from our Ormond Office.

We have 2 roles available

10:00am-3pm 3-4 days a week of your choosing

9:00am - 2pm 3 days a week of your choosing

The hours are somewhat flexible.
- Sending General Advice Declaration to clients
- Booking medicals
- Liaising with Insurance Companies
- Liaising with Medical providers (including Dr's surgeries)
- Following up clients for payment details and outstanding items
- Calling clients re questions, dishonours, reviews
- General Compliance
- Xplan notes and updating
- Client Tracking (Work in Progress)
- Answering telephones
- Adviser Support
- Servicing existing client requests as they arise
- General administrative duties associated with an Insurance Business
- Any other reasonable administrative duties

We are looking for someone to work 3-4 days a week 5-6hrs/day

**Qualifications and Experience**:
Life Insurance experience preferred but not essential.

**Benefits**
- Flexible working hours
- Local Office
- Close to public transport
- Warm office environment

**Job Type**: Part-time
Part-time hours: 15-20 per week

**Salary**: $30.00 - $35.00 per hour

Schedule:

- Day shift

Ability to commute/relocate:

- Ormond, VIC 3204: Reliably commute or planning to relocate before starting work (required)

Work Authorisation:

- Australia (preferred)

Work Location: In person



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