Sydney, AU
7 hours ago
Customer Advocate Specialist
BE THE DIFFERENCE
At AIA we don’t simply believe in being ‘the best’. We believe in better – because there’s no limit to how far ‘better’ can take us. Everything we do is driven by our purpose to make a difference by helping people embrace Healthier, Longer, Better Lives. And every one of our people has an important role to play. If you want to make a difference by helping shape a healthier, better-protected Australia, read on.

About the organisation 

AIA Financial Wellbeing was launched in 2021 as a new financial advice business with a goal to help more Australians access affordable, straightforward advice that considers the life, health and financial goals and objectives of our customers. Because we understand that financial wellbeing is linked to physical and mental wellbeing. We are operated by AIA Financial Services Limited, a subsidiary of AIA Australia, under a separate Australian Financial Services License (AFSL). In upholding our AFSL, we comply with ASIC and FASEA obligations and standards. 

The Opportunity 

We currently have an opportunity available in Sydney for a Customer Advocate Specialist to join our team. Within this role in general advice, you will assist customers with their insurance application and provide information on AIA products. You will identify customer’s needs and triage these customers to AIA’s personal advice team for further assistance if required.

To do this successfully you will: 

Receive inbound customer sales enquiries and provide quotations, product/service information, support and pricing details

Maintaining the customer data base

Triage calls between General and Personal Advice including to external advice networks

Provide administrative support for customers and policy holders

Identify sales leads and conduct follow ups

Assist customers through end-to-end application

Process payments and issue policies to customers

Receive, handle or escalate customer complaints related to the sale of the organisation’s products/services

Adhere to compliance guidelines and regulations

Perform other responsibilities and duties periodically assigned by supervisor in order to meet reasonable operational and/or other requirements

Successful applications will demonstrate: 

Previous experience within a contact centre in the health or life insurance industry

Exceptional stakeholder engagement skills and the ability to build rapport

Excellent organisational and administrative skills

Strong attention to detail

Customer service aptitude

A strong interest and focus in sales

Why choose AIA: 

At AIA, we’ve made a promise to help people live healthier, longer, better lives. And it starts with our own people. 

Access our training and development to build on your current skills 

Career development through internal mobility opportunities 

Work for a business helping millions of Australians and make a difference to someone’s life everyday 

Access additional leave days a year to recharge and refresh yourself 

Enjoy wonderful Health and Wellbeing initiatives that support you 

Work with supportive and inclusive managers 

Flexible working arrangement 

At AIA Australia, we’re proud to help guide, support and protect the wellbeing of over 3.5 million Australians. Through life and health insurance, financial wellbeing and our total wellbeing ecosystem that includes AIA Vitality – the world’s leading science-backed wellbeing program – we’ve started a movement to make Australia the healthiest, best protected nation in the world. 

As part of the AIA Group - the largest independent publicly listed pan-Asian life insurance group with a presence in 18 markets in Asia-Pacific – it is our ambition to engage one billion people to live Healthier, Longer, Better Lives by 2030.  Lots of companies like to say they’re different. What makes us truly different at AIA, is the difference we make in people’s lives. 

AIA is different. Are you? 

If you want to be part of an organisation that helps people live better every single day, apply via the link.

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