Client Services Officer - Review
⚲ Philippines-based | Full-time and Remote
What you’ll do:
Review and manage existing insurance policies of our clients, ensuring all updates and ongoing management are conducted efficiently.
Verify client-requested alterations to their insurance policies, ensuring accuracy and compliance with requirements.
Execute any policy changes requested by clients, such as adjustments to covers, premium structures, or other modifications, in collaboration with insurers and internal teams.
Collaborate with clients to address inquiries related to their current policies, providing clear guidance and support.
Verify the accuracy of policy details and ensure all necessary documents are up to date.
Save and organise policy documents and schedules in the company’s database for efficient access and future reference.
Conduct quality checks on in-force policies to minimise errors or discrepancies.
Ensure any policy amendments, such as revised terms or policy updates, are communicated promptly to clients.
Monitor ongoing commissions, ensuring accuracy and receipt.
Maintain well-organised records for ongoing policy management, updates, and client communications.
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!