Policy Support Specialist

Sydney
Posted
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Liberty Financial
Banking, investment & finance
501-1,000 employees
15 jobs
Apply on company site

What You'll Do:

  • Professionally Handle Calls: Manage all incoming and outbound calls, ensuring adherence to industry best practices while providing agreed levels of service to clients, authorised representatives, and sales staff.
  • Assist Policy holders: Help policyholders with cancellation requests by understanding their reasons, addressing concerns, and explaining the process and implications. Assist policyholders with missed premiums and arrange catch-up payments to maintain coverage.
  • Email Inquiries: Assist with email inquiries in a timely and professional manner.
  • Ensure Correspondence Adherence: Ensure all correspondence, including policyholder documentation and email confirmations to brokers, adheres to established Service Level Agreements (SLAs).
  • Resolve Customer Queries: Take ownership of actions required to resolve customer queries within your delegated authority, following ALI Group’s business rules and processes.
  • Team Participation: Participate in team meetings, contributing to team culture and fostering cohesiveness.

About You:

  • Communication Champ: Excellent verbal and written communication skills.
  • Tech-Savvy: Proficient in Microsoft Excel, Word, and Outlook.
  • Time Management Expert: Ability to multi-task and work well under pressure.
  • Compliance Connoisseur: Understand and adhere to industry best practices.
  • Salesforce Experience: Highly regarded but not essential.

If this sounds like you, don't miss out on this exciting opportunity to join our team and make a difference!

Why Join Liberty and ALI Group?

At Liberty and ALI, we celebrate people bringing their most genuine and authentic selves to work, and we’re incredibly proud of the diverse and inclusive culture we’ve built. We’re living this commitment through our gender equality, disability, LGBTQIA+, neurodiversity, mental health, and religious and cultural initiatives. As we work towards helping people achieve financial security, we acknowledge and value the contributions of Indigenous Australians, Torres Strait Islanders, and other cultural minority communities.

We strive for diversity and inclusion within our workforce and deliver a number of initiatives for our community. We are proud to be endorsed by Work180 and a certified B Corporation. We are thrilled to be the Employer of the Year at the 2023 Women in Finance Awards - we will never be finished making Liberty Group the best place to work. We believe it’s the little extras that can make a big difference in helping our team meet their needs. There’s more to working at Liberty than just great financial rewards - we provide access to a large number of great benefits such as:

  • Wellness Perks: Free counselling, yoga and meditation classes, flu vaccinations, health-checks, massages, private health and gym subsidies.
  • Social Events: Monthly themed lunches and events, EOY and EOFY parties.
  • Community Groups: Internal Pride Network (LGBTQIA+), Women in Leadership, Green Stars (environmental enthusiasts!) and more.
  • Giving Back: Opportunities to contribute to the community with our Lend-A-Hand initiatives.
  • Career Growth: Fantastic growth and career progression opportunities with access to online development courses.

About ALI Group

ALI Group is a leading provider of life insurance solutions in Australia, dedicated to protecting Australian home and property buyers. Since 2003, ALI Group has been committed to offering affordable and accessible insurance products that provide financial security and peace of mind to its customers. With a focus on innovation and customer-centric services, ALI Group continues to support Australians in safeguarding their financial future.

How to Apply

If you are ready to take on a rewarding challenge and help drive positive change in the mortgage broker industry, please submit your updated resume and a cover letter explaining your interest in the role.

Join us and be part of a team that values diversity, inclusion, and making a positive impact!