Policyholder Information Clerk

Job Description

As a Policyholder Information Clerk, you will be at the forefront of our customer service experience. Providing vital support to our customers, you will ensure their information is accurately maintained and assist them with inquiries related to their policies. Your role is crucial in ensuring their satisfaction and upholding our company’s high standards of service.

Responsibilities

• Ensure accuracy and up-to-date information for all policyholders.
• Handle incoming calls and emails with professionalism and courtesy.
• Help customers navigate their insurance policy options.
• Review policyholder files to ensure completion and accuracy.
• Assist with onboarding new clients and guiding them through initial processes.
• Utilize CRM software for effective record management.
• Report any discrepancies or issues promptly to management.

Requirements

Education

• High school diploma or equivalent
• Associate's degree in business or administration preferred

Experience

• 1-2 years of experience in the insurance industry is advantageous

Technical Skills

• Database management software

Soft Skills

• Problem-solving skills

Languages

• English: Fluent

Advantageous

• Experience with CRM software: Familiarity with customer relationship management systems.
• Experience with database management systems: Knowledge of how to manage and maintain databases effectively.

Benefits

• Comprehensive health coverage including dental and vision
• Generous superannuation contributions
• Flexible work arrangements
• Employee training and development programs

Company Culture

• Continuous Improvement: We are committed to continuous improvement in all aspects of our business.
• Work-life Balance: We prioritize work-life balance to enhance employee wellbeing.