Life Insurance Associate

About the Role

As a Life Insurance Associate, you will play a key role in supporting and servicing our existing life insurance clients while delivering exceptional customer experiences. Working closely with clients and insurers, you'll manage policy servicing, claims support and administrative enquiries.   The role offers genuine opportunities for professional development and potential career progression within the business through internal training and authorisation to provide factual information and General Advice, with possible further scope to progress into a Personal Advice role if desired.

In This Role, You Will

• Be the trusted first point of contact for clients, delivering exceptional service and helping them navigate their life insurance needs with confidence.
• Take ownership of client outcomes, managing policy enquiries, renewals, premium changes and servicing requests from start to finish.
• Partner with leading insurers and claims teams to progress client matters efficiently and ensure a smooth, positive experience.
• Build your expertise in life insurance, providing approved General Advice and education on Life, TPD, Trauma and Income Protection insurance following training and authorisation.
• Make a meaningful difference during important life moments, supporting clients through policy changes, claims processes and other significant events.
• Help shape a better client experience, contributing ideas that improve processes, service standards and operational efficiency across the business.

About You

To succeed in this role, you will bring

• Demonstrated experience within the Australian life insurance industry.
• Sound working knowledge of Life, Total and Permanent Disability, Trauma and Income Protection insurance.
• Experience servicing existing insurance policies and working with insurer administration processes.
• Strong telephone, written communication and client-service skills.
• Excellent organisation, workflow management and attention to detail.
• The ability to work confidently within defined compliance boundaries and prescribed processes.
• A genuine commitment to helping clients, including those navigating sensitive or difficult circumstances.
• RG146 competent for the General Advice activities and financial products covered by the role.

Highly Regarded

The following experience or qualifications will be viewed favorably:

• Two or more years’ experience in life insurance administration, client servicing or a similar role.
• Experience operating within an Australian Financial Services Licence environment.
• Previous experience providing General Advice.
• Claims administration experience.
• Familiarity with major Australian life insurers.
• Experience using CRM or insurance administration platforms.
• A Diploma or other recognised qualification in Financial Services, Financial Planning or a related discipline.

If you have the necessary skills and experience and feel you would be a great fit to our team, please apply now.