
Service Specialist
- Burnley, VIC
- Permanent
- Full-time
- Handle enquiries and requests interacting through web portals, email and phone calls
- Through knowledge-based development, manage a variety of service and administration tasks, including insurance applications, amendments and cancelations, policy renewals and handling client payments
- Check and process Home Warranty and Domestic Building Insurance applications
- Supervise insurance policies and deadlines to send renewals out within contractual timeframes
- Maintain and update client CRM databases and online platforms, including data entry of client information into Aon systems a shared inbox across the team
- Working with Excel data and reports to manage efficient and accurate invoicing
- Collaborate and manage key stakeholders, including Broker, services and Insurance teams, as well as providing customer service where required
- Demonstrated strong administration and customer service skills
- Able to follow financial / insurance procedures and investigate issues to solve problems
- Can work autonomously and in a fast-paced environment, leveraging time management abilities
- Ability to assess and complete work with a high level of attention to detail
- Able to prioritise multiple sophisticated tasks to ensure deadlines are met
- Professional communication and presentation skills
- Positive attitude and a willingness to contribute to a high performing team and culture
- Demonstrated experience in a customer service environment and team collaboration
- Comparable client servicing / sales experience
- Comparable insurance proven experience
- Intermediate experience using software programs, such as MS Office and CRM platforms