Overview

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Full Job Description
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The Life Insurance Business is responsible for providing sales, operations, client service, product, direct and technical support for the life insurance product range. Life Insurance protects our customers against the financial impact of death, disability and critical illness through a wide range of risk products.

How will I help?

This is an important role for us! You’ll be responsible for executing the reconciliation of the account, which includes connecting with our customers (both internal and external) through written and verbal correspondence, updating customer records and policies and preparing customer documentation.

You’ll also process the monthly Stamp Duty activities for the Life Insurance business. Working closely with Team Leaders and Team Members across Acquisitions and Servicing, and onshore and offshore external partners, you’ll ensure the reconciliation processes are executed with a high degree of quality within timelines set. You also have the chance to get involved in remediation matters.

What’s in it for me?

You’ll be able to build your profile internally with senior stakeholders and be part of a business that aims to become one of the world’s great service companies. Along with competitive salary, you’ll receive Westpac’s great benefits and a whole array of customer discounts.

What do I need?

Sharp insights, a team spirit, and solid experience! This includes:

Roll over reconciliation with UMS reporting experience
Ability to process work through Earthrise
Experience with Stamp Duty and monitoring data integrity reports
Basic understanding of Life Insurance

What is it like to work there?

As Westpac’s Australian wealth and insurance business, we provide our customers with a full spectrum of wealth services – delivering beyond expectations to achieve our purpose of helping Australians succeed. We aim to provide a dynamic, supportive and friendly environment. As equal opportunity employer, we’re proud to have created a culture and work environment that values diversity and flexibility – and champions inclusion.