Insurance - Client Services Officer

Client Services Officer - Insurance

Who we are

At Coastal Advisory Australia, we help Australians achieve financial confidence through trusted advice, meaningful relationships and long-term thinking.

We’re a growing national advice business, bringing together the expertise and resources of a larger organisation with the personalised service of local advice teams. As we continue to grow, we’re also creating new opportunities for our people to develop, specialise and build rewarding careers.

The opportunity

You’ll help turn insurance advice into action, keeping applications, policy changes and claims moving while making the process easier for clients.

You’ll work closely with Insurance Advisers, service providers and our wider team. Your attention to detail and follow-through will help clients receive timely support and keep their records accurate.

You’ll also build your technical skills across policy research, implementation and claims, with training and development guided by the Head of Insurance.

The impact you’ll have

Your work will help clients feel informed and supported, and give advisers confidence that their advice is being put into action

• Make the insurance process easier for clients - Clear communication and timely follow-up will help clients understand what’s happening and what they need to do next.
• Help clients put their protection in place - Keeping applications and policy changes progressing will help turn their adviser’s recommendations into cover.
• Provide steady support when clients need it most - Helping clients navigate claims will give them a clear point of contact during what can be a difficult time.
• Keep the team working from accurate information - Well-maintained records and clear file notes will support smoother handovers, fewer avoidable errors and consistent client service

What you’ll bring

• Previous local experience in life insurance customer support or administration.
• An understanding of life insurance applications, underwriting and policy servicing.
• Advanced Microsoft Office skills and a willingness to learn new systems and workflows.
• Clear communication, strong customer service, attention to detail and the ability to organise competing tasks and coordinate with offshore teams.
• Familiarity with insurance CRM and workflow systems.

Why this is a great move

We are growing organically and through acquisitions, creating opportunities for our people to broaden their experience, contribute ideas and help shape how we work. We value skill, integrity, initiative and a genuine commitment to delivering better outcomes for our clients and each other.

• Technical development across insurance research, implementation, claims and complex advice support.
• Guided internal and extern training opportunities to strengthen your client engagement and technical skills.
• Close collaboration with Advisers and exposure to the insurance advice process.
• The opportunity to contribute ideas and broaden your experience within a growing national financial services business

Ready to join us?

If you’re looking for your next step in financial planning or insurance and want to build a career, we’d like to hear from you.

Apply now to join Coastal Advisory Australia.

Due to high application numbers, only successful candidates will be contacted.

Company Overview

At Coastal Advisory Australia, we’re the financial advisers for people who are all in on life. For those chasing big goals, taking clever risks and refusing to look back with regret. We don’t just help people save or invest. We help them plan everything with purpose, so their money fuels the life they want and works as hard as they have. We achieve this by delivering personalised strategies that help our clients move towards their aspirations with confidence, clarity and courage.