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Customer Service and Administration Consultant Life InsuranceCustomer Service and Administration Consultant Life Insurance1 day ago Be among the first 25 applicantsSalary: 85K to 100K (excluding Superannuation) with bonus incentive opportunitiesCompetitive Salary with bonus incentivesJoin a dynamic teamBe a key player in driving a business forwardAbout youAre you an exceptional customer service and administration expert who loves what you do and is passionate about best practice?Do you enjoy working with a dynamic team, using your analytical skills to solve problems and drive business forward?Most importantly, if you like to be rewarded for your hard work then this position is for you!iExtend is proud to offer an environment where you will thrive, grow and be challenged in your career.About UsiExtend offers a new and unique alternative for life insurance policy owners considering cancelling or reducing their cover. For various personal reasons, policy owners who have invested in life insurance over many years may decide to end their coverage.To support advisers and their clients, iExtend provides a co-ownership model for life insurance policies, enabling policy owners to cease premium payments while retaining a portion of the claim benefits. Under this model, iExtend assumes responsibility for all future premiums on the co-owned life cover and shares the claim proceeds with the beneficiaries, or estate. The proportion of shared claim proceeds is pre-agreed and depends on the duration of the Co-Ownership Arrangement.Our mission is to help Australians preserve the value of their Life insurance asset.The RoleDue to company growth, we are seeking an enthusiastic Customer Service and Administration Consultant to join ourteam.Based in our George Street Sydney office, reporting directly to the Chief Operating Officer, this role involves managing key administrative tasks, customer and stakeholder communications, and end-to-end policy onboarding & renewal process.As the first point of contact, you will play a critical role in ensuring the smooth onboarding of life insurance policies by maintaining data accuracy in a timely manner while delivering an exceptional customer service experience.What you will do:Life Insurance Policy Onboarding and Management : Manage end-to-end onboarding process of life insurance co-ownership agreements, including liaising with financial advisors, policy owners, custodian and insurers.Documentation Preparation and Submission: Prepare application and change of ownership documentation.Transfer of Ownership : Consult with all stakeholders, including financial advisers, policy owners, custodians, and insurers, to manage the seamless transfer of life insurance policy ownership.Customer Experience: Provide exceptional service to policy owners and financial advisers, ensuring a seamless onboarding experience and addressing any feedback or issues promptly.Operational Excellence: Set a high standard for operational quality by striving to exceed regulatory, quality, and SLA benchmarks.Data Analytical Ability and Attention to Detail: Support the Chief Operating Officer through continuous data monitoring and analysis. Provide feedback and contribute to improvements in business processes and outcomesPolicy Renewals : Liaise with all stakeholders regarding policy statuses and renewal requirements. Process and communicate with policyholders and advisers regarding renewalsSkills & Experience:Minimum 2 years experience in similar customer service role, in life insurance services, previous life insurance premium service role would be highly regardedProficiency in Salesforce and MS Office applicationsRG146 Certificate (Life Insurance) would be beneficial. Willingness to obtain RG146 Certificate during onboarding process is essentialA keen interest in operational analysis and high numeracy skills are highly regardedExceptional time management, attention to detail, problem-solving and communication skillsA customer-centric mindset with a passion for providing excellent serviceProven experience in working and collaborating with a multi-disciplinary teamHighly competitive Salary from$85K- $100K (plus Super + Bonus)Be a part of a dynamic team in an emerging industryUse your analytical skills to help drive the business forwardAn excellent opportunity for career progressionOngoing support, coaching and developmentSeniority levelSeniority levelEntry levelEmployment typeEmployment typeFull-timeIndustriesInsuranceReferrals increase your chances of interviewing at iExtend by 2xSign in to set job alerts for Customer Service Consultant roles.Customer Service Representative @ health techSydney, New South Wales, Australia 2 weeks agoSydney, New South Wales, Australia 2 weeks agoSydney, New South Wales, Australia 6 days agoCustomer Service Consultant - Inbound callsSydney, New South Wales, Australia 3 weeks agoCustomer Service Consultant (all genders)Sydney, New South Wales, Australia 2 weeks agoSydney, New South Wales, Australia 5 days agoSydney, New South Wales, Australia 4 weeks agoSydney, New South Wales, Australia 2 days agoPyrmont, New South Wales, Australia A$65,000.00-A$72,000.00 1 month agoSydney, New South Wales, Australia 6 days agoSydney, New South Wales, Australia 2 weeks agoCustomer Service Consultant - Inbound callsSydney, New South Wales, Australia 1 day agoSydney, New South Wales, Australia 2 weeks agoSydney, New South Wales, Australia 2 weeks agoCustomer Service Representative (Superannuation)Sydney, New South Wales, Australia 5 days agoSydney, New South Wales, Australia 5 days agoCustomer Service Representative (Superannuation)Sydney, New South Wales, Australia 5 days agoCustomer Service Representative - 12 months contractMacquarie Park, New South Wales, Australia 2 days agoRegional Customer Service & Client Relations SpecialistSydney, New South Wales, Australia 4 weeks agoCustomer Service Officer (Unibuy Consultant)Sydney, New South Wales, Australia 2 weeks agoSydney, New South Wales, Australia 5 days agoParramatta, New South Wales, Australia A$60,000.00-A$70,000.00 5 days agoSydney, New South Wales, Australia A$75,000.00-A$90,000.00 17 hours agoCustomer Service Representative, 12-Month ContractCustomer Service Representative (Tech/ SaaS)Sydney, New South Wales, Australia 18 hours agoNorth Sydney, New South Wales, Australia 5 days agoCustomer Service Representative (12 months contract)Macquarie Park, New South Wales, Australia 3 weeks agoWere unlocking community knowledge in a new way. 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