Dialler / Client Intake Specialist

Dialler / Client Intake Specialist - Warm Leads Only

Important: Read This Before Applying
There are strict instructions on how to apply for this position. If you do not follow the instructions exactly, your application will be marked as spam and you will not be contacted.

All applications must be completed through OnlineJobs.ph.

Your OnlineJobs.ph application must include all of the following:
Your latest resume.

A covering letter explaining why you believe you are perfect for this role.
An original Loom video answering the application question at the bottom of this post.
Do not copy a script. Do not use a template. Do not read a generic answer. We want to hear how you naturally communicate in English, as if you were speaking to a real client. If your answer looks copied, scripted, AI-generated, or the same as other applicants, you will not be considered.

About The Role
TPD Matters is looking for a reliable, confident, and well-spoken Dialler / Client Intake Specialist to join our remote team.
This is not a cold-calling role. You will be contacting warm leads who have already indicated that they may need our services. Your job is to follow up with them, understand their situation, gather the right information, and help move suitable people through the early stages of our process.
We help people with Total and Permanent Disability claims, so the conversations can sometimes be sensitive. We need someone who can be professional, patient, clear, and human on the phone.
What You Will Be Doing
Calling new and existing warm leads assigned to you in our CRM.
Speaking with potential clients about their circumstances, injury or illness, work history, superannuation, insurance, and possible suitability for our services.
Taking accurate and detailed notes after every call.
Following company scripts, SOPs, training material, and intake processes.
Arranging, sending, and following up client intake documents where required.
Updating lead stages, call outcomes, tasks, reminders, and next steps in the CRM.
Following up leads consistently and professionally.
Reporting on daily activity, outcomes, blockers, and conversion issues.
Assisting with admin tasks when dialling work is complete or when directed.
Following up with insurers, superannuation funds, and related parties to help move client folders into an active stage within the business.

Performance Expectations
This is a performance-focused dialling role. Your KPIs will be based mainly on outbound dialling activity, follow-up consistency, CRM accuracy, and your ability to help move suitable leads forward.
You must be comfortable working with a CRM every day. We rely heavily on accurate notes, clean file management, task tracking, and clear communication between tea ---------- mbers.
Who We Are Looking For
We are looking for someone who:
Has excellent spoken and written English.
Is confident making outbound calls.
Is comfortable speaking with Australian clients.
Can sound natural, warm, and professional on the phone.
Is organised and reliable.
Can follow instructions carefully.
Is comfortable working with CRM systems, folders, files, and client records.
Takes detailed notes without needing to be reminded.
Can manage follow-ups without losing track of important tasks.
Has strong attention to detail.
Understands that sensitive client information must be handled carefully and professionally.
Experience in sales, appointment setting, claims support, insurance, legal intake, medical admin, customer service, or Australian campaigns will be highly regarded.

Why This Is A Great Opportunity
TPD Matters is a growing Australian business with a strong purpose. Our work helps people who are often going through difficult periods in their lives, and the right person in this role can make a real difference.
You will be joining a team that values clear communication, accountability, training, and long-term working relationships. This is not just a random calling job. You will learn our process, become part of the client journey, and play an important role in helping the business operate smoothly.
For the right person, this can become a stable long-term position with meaningful work, consistent expectations, and room to grow as the business grows.

How To Apply
Apply through OnlineJobs.ph only.
Your OnlineJobs.ph application must include:
Your latest resume.
A covering letter explaining why you believe you are perfect for this job.
A Loom video link answering the application question below in your own words.
If you skip any of the required items, your application will be marked as spam and you will not be contacted.
Application Question
Record a short Loom video answering this question:
Imagine you are calling a warm lead in Australia. They have enquired about help with a possible TPD claim, but they are unsure whether they want to continue and they are a little nervous about speaking with someone.
What would you say to them?

Please answer naturally, in your own words, as if you are speaking to a real client. Do not read from a script, do not copy anything from the internet, and do not use a template. We are using this Loom video to assess your English, your tone, and your ability to communicate clearly with someone who may be stressed or uncertain.
Remember: if your answer is not original, you will not be considered.