Client Services Officer - Fulfillment

Philippines-based

Full-time and Remote

Responsibilities include:

  • 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

What attributes should you have? 

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 Qualifications do you require? 

  • 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!