Client Services Officer - Insurance Lodgement

Philippines-based

Full-time and Remote

Responsibilities include:

  • 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

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? 

  • 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!