Member Relations Specialist - Life Insurance

Avant is Australia’s leading medical defence organisation with a proud heritage of protecting Australian medical professionals for over 130 years.   As a mutual organisation, owned by members and run purely for their benefit, our members are at the centre of all we do.  Personal financial advice on life insurance is one of the many products and services we offer to our members.

About the role:

We are seeking a dedicated, proactive and self-motivated Member Relations Officer to join our growing Life Insurance team.  

In this role, you will be responsible for managing the efficient account management, service and administration for an existing book of policyholders.
 
Key responsibilities include:

• Proactively making outbound calls to policyholders regarding renewals, missed payments, retention and upgrades to existing policies.
• Providing inbound call coverage and sales support during peak periods.
• Providing administrative support in relation to preparing quotes for policyholders, liaise with insurers regarding the application process, sending correspondence and managing the policyholder’s portal.
• Assisting with compliance and reporting for the Life Insurance team.

Experience and qualifications required:

• Experience in customer service or account management within the Life Insurance or Financial Services industry is required.
• RG146 General Knowledge, Life Insurance and Superannuation (highly beneficial).
• Experience in sales or retention is preferred.
• Strong communication skills, both verbal and written, with the ability to explain complex information clearly and concisely.
• Excellent organisational skills and attention to detail.
• Ability to work independently and as part of a team.
• Proficiency in using customer relationship management (CRM) software and other relevant tools.

We offer a range of benefits and opportunities to enable you to make a difference, learn and grow in your career.

For further information, please contact Sue Allen, Talent Acquisition Business Partner on 0429 404 856.