Client Services Officer - Fulfillment

⚲Philippines-based | Full-time and Remote

What you’ll do:

  • Review and process life insurance applications submitted by customers

  • Verify the accuracy of the applications and accompanying documents

  • Collaborate with underwriters to assess the risk associated with each application

  • Work closely with medical providers selected by the insurer to ensure timely acquisition of necessary medical reports required by the Underwriting Team

  • Ensure all insurer requirements are met to facilitate application finalisation

  • Save issued policy schedules for approved insurance applications in our directory

  • Monitor and communicate any revised terms offered by the insurer to assist the Underwriting Team in informing the client

  • Address customer inquiries and provide assistance with questions related to policies

  • Accurately input customer information and policy details into the company's database

  • Maintain well-organised and up-to-date records of all policy applications and issuances

  • Foster close collaboration with underwriting teams and other relevant departments to ensure a smooth and efficient implementation process

  • Conduct thorough quality checks on policy documents to minimise errors and discrepancies in in-force policies

  • Ensure the receipt and accuracy of all commissions

Who you are:

Attitude is the most important thing we will be looking for and some attributes we highly regard are below:

  • A growth mindset & someone who is coachable

  • Willing to speak up and give constructive feedback

  • Ability to simplify complex personal insurance terms

  • Attention to detail

  • Organised and efficient with your time.

  • Great email, time, and task management skills

  • Great with technology

  • Self-motivated

  • You don't take yourself too seriously. 

What you’ll bring to the table: 

  • Bachelor's degree in Business Administration, Finance, or a related field preferred.

  • Proficient in Microsoft Office Suite (Word, Excel, Outlook) and relevant software.

  • Excellent verbal and written communication skills in English; able to interact effectively with clients and stakeholders.

  • Strong attention to detail and accuracy in data entry and information gathering.

  • Demonstrated ability to prioritize tasks and manage multiple assignments in a fast-paced environment.

  • Customer-centric approach, committed to delivering exceptional service and building positive client relationships.

  • Effective collaboration with cross-functional teams, showing flexibility in a team environment.

  • Uphold professionalism, confidentiality, and ethical standards when handling sensitive information.

  • Basic understanding of insurance products is a plus; willingness to learn about the industry is essential.

  • Proactive mindset, taking ownership of tasks and seeking process improvements to enhance client experience.

Ready to be a part of something great? Send your application at careers@skye.com.au and join our awesome team!