Service Consultant (Remote)

Service Consultant | Lotus People | Australia

The Company

Lotus People are thrilled to be partnering with a highly-regarded FinTech Insurance company to recruit a Service Consultant within their collaborative Service team.
  
Our client has built a strong reputation for their commitment to service excellence, positioning them at the forefront of their industry. This presents an incredible opportunity for an enthusiastic Service Consultant to join an innovative and energetic business, contributing to its long-term growth and success.

This is a company that is truly passionate about creating a fantastic workplace culture, putting its people at the forefront of everything they do! 

The Role

In this role, you’ll support a portfolio of financial advisers by managing new applications, ensuring cases move smoothly through each stage, providing exceptional service throughout the policy lifecycle. You’ll handle life insurance policy administration in a collaborative, customer-focused environment, working closely with underwriting to ensure a seamless experience for advisers and their clients.

This position is ideal for someone organised, proactive, and client-focused, with a passion for enhancing service quality and supporting advisers in delivering exceptional results to their clients.
  
The Responsibilities:

• Deliver exceptional, customer-centric service to financial advisers and stakeholders.
• Build and maintain strong relationships with advisers to drive client advocacy.
• Manage a personal portfolio of advisers, providing end-to-end support throughout the policy life cycle.
• Visit advisers to showcase the company’s services, reinforcing the value proposition.
• Process new business applications and ongoing service requests accurately and within service level agreements.
• Proactively monitor case statuses to ensure timely completion and minimise delays.
• Collaborate with team members to share insights and solve problems, supporting a positive team environment.
• Identify opportunities to improve service efficiency, reduce cycle times, and streamline processes for both the company and advisers.

About You:

• Experience working within Advisor Assistant or Client Services roles highly regarded. 
• Experience working within life insurance strongly regarded!
• Excellent communication and interpersonal skills.
• Strong MS Excel skills.
• Strong attention to detail and high level of personal energy, with a drive to succeed and improve processes.
• Ability to excel in a fast-paced environment, multitask, and meet deadlines.
• Financial Services and industry qualifications highly regarded. 

The Benefits

• $80,000 – $83,000 + Super (depending on experience)
• Modern offices in the Sydney CBD.
• WFH flexibility 3 days a week, with additional flexibility benefits!
• Collaborative, passionate and down-to-earth team.
• Sociable work environment with a team that takes pride in their vibrant workplace culture.
• Career growth opportunities within an award-winning organisation.
• Regular social events and team outings.
• Offices offering free snacks and drinks and an open social space!

To Apply

If this role sounds like a good match for you, then we want to hear from you!  Apply now for immediate consideration. Lotus People will endeavour to respond to all applicants within 24-48 hours.

Lotus People are one of five accredited candidate experts with a candidate satisfaction score of 97% over two years. We will get back to every applicant and ensure that you have a positive experience with us.
  
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REFERRAL INCENTIVE – If you know someone who is perfect for this position, please refer them to us at info@lotuspeople.com.au. If we find a role for any referred candidates, we will gift you a $200 voucher!

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