Client Services Officer - Insurance Lodgement

⚲ Philippines-based | Full-time and Remote

What you’ll do:

  • Documents Review

  • Reviewing the Statement of Advice signed by the clients to see how they wanted to proceed with the insurance advice.

  • Thorough checking of the forms to update the important fields in Pipedrive

  • Gathering completed Application forms that are required to proceed with submitting the application to the insurer’s portal

    Lodging applications

  • Ensuring the quotes are accurate, such as features and client’s details

  • Accurately input customer information in the insurer’s Portal

  • Submitting the client’s application through Insurer’s Portal

    Client Communication

  • Touching base to follow up on application documents and to confirm the information

  • Address customer inquiries and provide assistance with questions related to the advice documents

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:

  • Excellent written and verbal communication skills.

  • Excellent time management skills and the ability to prioritise work.

  • Attention to detail and problem-solving skills.

  • Strong organisational skills with the ability to multi-task.

  • Open to fresh graduates and entry-level applicants; experience is a plus but not required.

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