General Advice Consultant
HybridBrisbane, Queensland, Australia
Job Summary
Provide general advice to Zurich Assure customers by assisting with existing insurance cover, helping them retain valuable cover, and providing quotes for new cover. Manage inbound calls and conduct proactive outbound dialling to engage customers, taking ownership of all requests to ensure satisfaction. Utilize product knowledge to respond to simple and complex enquiries while maintaining compliance and managing complaints. Assist with transactional and administrative activities and develop accurate knowledge of legislative changes. Collaborate with the team to share knowledge and stay updated on industry developments.
Required Qualifications
- RG146 qualification
- Strong customer service experience
- Excellent verbal and written communication skills
- High level of precision and attention to detail
- Great initiative and ability to prioritise
- Experience and capability with using financial planning CRM systems
Desired Qualifications
- Experience in the Financial Planning sector
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