Relationship Manager Customer Service (Remote)

Relationship Manager Customer Service | Citrus Group | Australia

About The Company

Operating for nearly 50 years, our client is a member-owned insurance company specialising in niche products tailored specifically for professionals in the medical industry.

As a mutual organisation, they are owned by their members and operate solely for their benefit, placing members at the heart of everything they do.

Due to business growth, our client now offers an exciting opportunity to join their Portfolio Advisor team in a relationship management style customer service role.  

About The Role

We are searching for 3 individuals looking to join the Portfolio Advisor team. 

You will have a portfolio of high value clients and customers who require specialist customer service. They will all be from the medical industry and may be high net worth customers, members of large corporates, or customers who have had previous negative experience and require specialist care. 

This is an exciting opportunity to make a step up in your career to a more specialist team requiring resilience and the understanding and appreciation of providing high quality customer service. 
  
Duties:

• Managing and looking after your own portfolio of clients and customers across, phone, email and chat as required. 
• Member retention and related activities ensuring all portfolio members are retained. 
• Supporting the wider business development and sales teams identifying potential cross business sales opportunities.

Skills & Experience

• A solid track record of delivering quality customer service in a phone based environment – This role is all about providing service excellence to your clientele.
• Resilience and ability to deal with customer complaints 
• Willingness and ability to collaborate with colleagues and the wider customer service and sales team. 
• Proven ability to build long term successful relationships engaging with internal and external stakeholders. 

Benefits

• 25% Discount on Private Health Insurance and free Salary Continuance Insurance.
• Inclusive Workplace with flexible work options to support genuine work-life balance.
• Career Development through internal mobility and learning programs tailored to your growth.
• Employee Referral Program offering a $5,000 reward.
• Comprehensive Support through EAP, health and wellbeing initiatives, and tertiary education sponsorship.
• Diverse and Connected Environment where your ideas are valued and make a real impact.

Culture

The current team work as a really collaborative and supportive team and feel like a family. They are big on continuous improvement and genuinely enjoy celebrating each others wins.

There is no blame or finger pointing in this team, only flexibility and lifting each other up!
  
How To Apply

If you want to go to work for a global insurance leader, then hit apply now and if successful you will be contacted.

Tagged as: remote, remote job, virtual, Virtual Job, virtual position, Work at Home, work from home