Lending Support Specialist - Broker & Customer Advocate

Bupa Australia; Gold Coast City; On-site; AUD 55,000 - 85,000; Full time

Job summary

Bupa Australia is seeking a proactive, telephone-based Customer Service Consultant to turn broker applications, customer enquiries and approvals into funded deals. You’ll own the customer journey, explain products clearly, and resolve blockers from first contact to funding, building strong relationships with brokers and customers alike.

The role emphasizes fast response, policy adherence and accurate CRM logging, with opportunities to upsell where appropriate.

Qualifications

• Confidence making range of lending-related outbound calls, alongside inbound calls.
• Warm, clear communication and a reliable approach to customer service.
• Resilience, energy and the discipline to follow up consistently.
• Strong organisation and accurate CRM habits.

Responsibilities

• Deliver responsive service: handle inbound broker and customer calls and emails with clear answers and next steps.
• Keep applications moving through to funding by coordinating with credit and operations.
• Maintain accurate records in the CRM and ensure timely updates on outcomes and next steps.
• Convert conditional approvals into applications: collect missing information and resolve blockers.

Skills

Outbound calls

Inbound calls

CRM

Upselling

Product knowledge

Tools

BiiGGA CRM

DriiVe

Job description

Bupa Australia is seeking a proactive, telephone-based Customer Service Consultant to turn broker applications, customer enquiries and approvals into funded deals. You’ll own the customer journey, explain products clearly, and resolve blockers from first contact to funding, building strong relationships with brokers and customers alike.

The role emphasizes fast response, policy adherence and accurate CRM logging, with opportunities to upsell where appropriate.