This role is accountable for supporting customers through claims lodgement and information gathering in order to assess claims. The Claims Service Consultant will also assess low complexity claims as well as assessing and initiating appropriate support options tailored to the customer’s needs where appropriate. 

In this role you will,

• Ensure compliance with TAL policies, procedures and guidelines procedures, ensuring claims management is in accordance with the TAL claims philosophy. 
• Adhere to external regulations (eg. Privacy and Life Insurance Code of Practice) and all relevant legislation and industry guidelines.
• Ensure all interactions with Customers, Advisers and other internal and external stakeholders adhere to TAL’s Customer Service Culture through the provision of high-quality, accurate and compliant work.
• Liaise closely across the TAL Claims and other relevant internal departments to provide support in project work (including system and user acceptance testing and procedural reviews) 
• Contribute towards a culture of process improvement.

Our team is searching for a Customer Relationship Consultant who is passionate about delivering exceptional service and fostering meaningful relationships with our valued clients.

Who we are:
As a proud not for profit organisation since 1922, Respect Aged Care serves older residents through our high standard of care and community. Our focus is on giving back to older adults by fostering communities of belonging. Headquartered on the northwest coast of Tasmania, our philosophy is: Everyone deserves the right to a life well-lived, with dignity and respect.

Our organisation is constantly growing, with many homes and thousands of residents and employees across Victoria, New south Wales and Tasmania. Respect also has home care services in multiple states, and more than 700 units in different retirement villages and independent living communities.

The position:

The Customer Relationship Consultant is responsible for managing all respite and permanent leads from prospective residents and family members, managing all prospective leads in our CRM database and conducting prospective residents with tours of our aged care homes. The Customer Relationship Consultant must also build and maintain relationships with key organisations that can assist in directing prospective permanent and respite residents to our aged care homes. Success in the role will be determined by the increase and maintenance of high occupancy levels, the ability to successfully convert leads into RAD sales and the development and implementation of marketing initiatives designed to generate sales leads.

Key Duties & Responsibilities:

• Implementing sales plan initiatives.
• Complying with the agreed customer sales method and admission sales process to achieve a great client experience.
• Travel to locations suitable to the client for sales meetings and presentations for prospective resident.
• Meeting financial targets including occupancy, RAD, additional services and supporting ACFI achievement.
• Managing channel relationships to ensure Respect obtains more than its fair share of leads.
• Maintain facility competitive profiles.
• Intercept and manage all inbound respite and permanent leads from prospective residents and family members including providing prospective residents with tours of our facilities.
• Ensure and monitor, that all prospects/leads are effectively communicated and responded to in a timely manner.
• Record and manage all prospective leads on our CRM database.
• Maintain an advanced understanding of resident fees and charges, applicable RAD and DAP Levels and be able to convey to prospective residents.
• Ensure that prospective leads are given the necessary information package and that the information within the package is both current and explained clearly in a professional manner.
• Ensure the highest standard of professional self-presentation is maintained to project a positive image at all times of Respect.
• Willingness to meet with prospective clients /representatives out of normal business hours if required.
• Initial data entry of client details into the CRM database for ease of tracking and reporting.
• Prepare and supply all residential permanent agreements/documentation to clients prior to the admission date.

Essential:

• Demonstrated successful sales and marketing experience/skills.
• Demonstrated ability in the application of advanced administrative procedures.
• Ability to understand basic analysis techniques.
• Advanced word processing operation skills.
• Good verbal and written communication skills and the ability to empathise with prospective residents and family members.
• Demonstrated understanding of continuous quality improvement principles.
• Demonstrated ability to undertake work of a confidential nature.
• A current drivers license without restriction.
• Current National Police Certificate (or ability to acquire).

To be considered for employment with Respect, each candidate must satisfy the legislative requirements of Aged Care Worker Screening to ensure suitability to work in the aged care industry.

• Remote opportunity – full time work from home, however the role requires regular travel within Tasmania, Victoria, and NSW.
• Competitive salary and entitlements.
• Pay incentives including not-for-profit salary packaging.
• Meaningful work in a purpose-driven organisation.
• A healthy and positive workplace culture.
• Learning, development, and growth opportunities.

Our purpose:

To care for the elderly in our communities in an environment of respect, value, and belonging.

Our Values:
Respect - Treat all people with fairness and dignity
Care -  Look after and protect the elderly, and each other
Teamwork -  Encourage, cooperate, and build trust
Courage -  Do the right thing, even when it’s difficult
Integrity -  Be open, honest, and trustworthy
Innovation -  Think differently to solve problems.
Excellence -  Drive quality to continuously improve.

Our team is searching for a Customer Relationship Consultant who is passionate about delivering exceptional service and fostering meaningful relationships with our valued clients.

Who we are:
As a proud not for profit organisation since 1922, Respect Aged Care serves older residents through our high standard of care and community. Our focus is on giving back to older adults by fostering communities of belonging. Headquartered on the northwest coast of Tasmania, our philosophy is: Everyone deserves the right to a life well-lived, with dignity and respect.

Our organisation is constantly growing, with many homes and thousands of residents and employees across Victoria, New south Wales and Tasmania. Respect also has home care services in multiple states, and more than 700 units in different retirement villages and independent living communities.

The position:

The Customer Relationship Consultant is responsible for managing all respite and permanent leads from prospective residents and family members, managing all prospective leads in our CRM database and conducting prospective residents with tours of our aged care homes. The Customer Relationship Consultant must also build and maintain relationships with key organisations that can assist in directing prospective permanent and respite residents to our aged care homes. Success in the role will be determined by the increase and maintenance of high occupancy levels, the ability to successfully convert leads into RAD sales and the development and implementation of marketing initiatives designed to generate sales leads.

Key Duties & Responsibilities:

• Implementing sales plan initiatives.
• Complying with the agreed customer sales method and admission sales process to achieve a great client experience.
• Travel to locations suitable to the client for sales meetings and presentations for prospective resident.
• Meeting financial targets including occupancy, RAD, additional services and supporting ACFI achievement.
• Managing channel relationships to ensure Respect obtains more than its fair share of leads.
• Maintain facility competitive profiles.
• Intercept and manage all inbound respite and permanent leads from prospective residents and family members including providing prospective residents with tours of our facilities.
• Ensure and monitor, that all prospects/leads are effectively communicated and responded to in a timely manner.
• Record and manage all prospective leads on our CRM database.
• Maintain an advanced understanding of resident fees and charges, applicable RAD and DAP Levels and be able to convey to prospective residents.
• Ensure that prospective leads are given the necessary information package and that the information within the package is both current and explained clearly in a professional manner.
• Ensure the highest standard of professional self-presentation is maintained to project a positive image at all times of Respect.
• Willingness to meet with prospective clients /representatives out of normal business hours if required.
• Initial data entry of client details into the CRM database for ease of tracking and reporting.
• Prepare and supply all residential permanent agreements/documentation to clients prior to the admission date.

Essential:

• Demonstrated successful sales and marketing experience/skills.
• Demonstrated ability in the application of advanced administrative procedures.
• Ability to understand basic analysis techniques.
• Advanced word processing operation skills.
• Good verbal and written communication skills and the ability to empathise with prospective residents and family members.
• Demonstrated understanding of continuous quality improvement principles.
• Demonstrated ability to undertake work of a confidential nature.
• A current drivers license without restriction.
• Current National Police Certificate (or ability to acquire).

To be considered for employment with Respect, each candidate must satisfy the legislative requirements of Aged Care Worker Screening to ensure suitability to work in the aged care industry.

• Remote opportunity – full time work from home, however the role requires regular travel within Tasmania, Victoria, and NSW.
• Competitive salary and entitlements.
• Pay incentives including not-for-profit salary packaging.
• Meaningful work in a purpose-driven organisation.
• A healthy and positive workplace culture.
• Learning, development, and growth opportunities.

Our purpose:

To care for the elderly in our communities in an environment of respect, value, and belonging.

Our Values:
Respect - Treat all people with fairness and dignity
Care -  Look after and protect the elderly, and each other
Teamwork -  Encourage, cooperate, and build trust
Courage -  Do the right thing, even when it’s difficult
Integrity -  Be open, honest, and trustworthy
Innovation -  Think differently to solve problems.
Excellence -  Drive quality to continuously improve.