Lotus People are delighted to partner with one of our trusted clients – an innovative and forward-thinking insurance business that’s transforming the way insurance operates. Known for their exceptional service standards and commitment to employee satisfaction, this fintech company is at the forefront of the industry. This is a company that is truly passionate about creating a fantastic workplace culture, putting their people at the forefront of everything they do!
ABOUT THE ROLE
As a Tele Interview Consultant, you will play a critical role in delivering a seamless recent business experience. Managing your own portfolio of financial advisers, you’ll conduct customer tele-interviews, complete applications and partner closely with underwriting to deliver fast, high-quality outcomes. This is a relationship-driven role where your service mindset and attention to detail directly impact customer advocacy and business growth.
DUTIES
Conduct customer tele-interviews to obtain medical and risk information
Complete life insurance applications on behalf of financial advisers
Manage and build strong relationships within your adviser portfolio
Deliver cases within agreed service level timeframes
Collaborate with underwriting to progress cases efficiently
Identify and drive process improvements to enhance turnaround times
Support booking coordination and workflow management
Promote the service proposition in adviser interactions
SKILLS & EXPERIENCE
Required:
1–2+ years’ experience in Life Insurance (Current Business, Underwriting or similar)
Strong knowledge of life insurance products and underwriting processes
Medical terminology training or equivalent knowledge
Exceptional phone-based customer service skills
Key strengths:
Confident communicator with strong relationship-building skills
High attention to detail and accuracy
Strong active listening and questioning ability
Able to manage competing priorities in a fast-paced workplace
Highly regarded:
Experience in a tele-interview or adviser-facing role
Financial services qualifications
📌 Tele Interview Consultant Perth
🏢 Lotus People
📍 Perth
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