Ash B. Email & Phone Number

Melbourne Area, Australia

The job entails selling life insurance, funeral insurance, and income protection products. This involves contacting potential clients and converting them into loyal customers by tailoring insurance products based on their needs. The role also involves drafting customer applications, coordinating with clients to complete insurance claim formalities, and assisting them during the underwriting process. The job requires effective communication skills and the ability to work well in a team environment. Cross-selling relevant finance and insurance products is also part of the job. Proper documentation of all customer records and information in the 'Financial Services' database is mandatory.

Melbourne Area, Australia

At Medibank Pvt Ltd, the job involves reaching out to potential clients by phone, answering inquiries, and generating new business. It also involves analyzing clients' insurance needs and recommending suitable products, as well as customizing products to ensure customer satisfaction. Maintaining accurate records and managing client relationships are also key responsibilities. Finally, the job includes assisting clients with policy renewals and keeping detailed documentation of customer records.

Melbourne Area, Australia

Job responsibilities include handling both re-contracting and new sales, maintaining documentation, managing written communication, interacting with customers to address queries and escalate complex issues, adhering to KPIs and company policies while on phone, upselling products and services, contributing to team efforts, managing general office administration .

Associate’S Degree, Financial Planning And Services

Business And Hospitality Management, Hospitality Administration/Management

Bachelor’S Degree, Hotel/Motel Administration/Management