Client Services Officer - Pre-assessment
⚲ Philippines-based | Full-time and Remote
What you’ll do:
Accurately enter client information from files into the company CRM, ensuring the data is complete and up-to-date.
Actively communicate with clients to gather any missing information needed for pre-assessment, ensuring timely collection of all necessary details.
Schedule pre-assessment meetings between clients and insurers, making sure all relevant parties are involved and available.
Summarise pre-assessment findings clearly and concisely for internal and client review.
Complete all assigned tasks within the CRM system, adhering to established timelines and maintaining high-quality standards
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 related field preferred
Proficient in Microsoft Office Suite and relevant software
Excellent verbal and written English communication skills
Strong attention to detail and data accuracy
Ability to prioritize tasks, manage multiple assignments, and meet deadlines
Customer-centric with a commitment to exceptional service
Effective collaboration with cross-functional teams
Maintain professionalism, confidentiality, and ethical standards
Basic understanding of insurance products is a plus but not required
Willingness to learn and develop in the insurance industry
Proactive mindset, displaying opportunities to improve client experience
Ready to be a part of something great? Send your application at careers@skye.com.au and join our awesome team!