Call Centre Sales & Service Consultant

360 Underwriting Solutions Pty; Sydney; On-site; AUD 60,000 - 70,000; Full time

Job summary

360 Underwriting Solutions Pty is seeking a Call Centre Sales & Service Consultant to deliver exceptional customer service while driving compliant policy sales. You will respond to inbound enquiries, assist with quotes, support policy servicing, and represent the ReadySet brand with professionalism and empathy.

Key responsibilities include handling multiple channels, explaining policy details, and ensuring accurate documentation.

Qualifications

• 1–3+ years in call centre sales, customer service or financial services.
• Insurance or travel industry experience highly regarded.
• Familiarity with regulated sales environments preferred.
• Strong communication and active listening skills.
• Ability to build rapport quickly and genuinely.
• High attention to detail and accuracy.
• Comfortable discussing sensitive topics such as medical disclosures.
• Resilient, performance-driven and adaptable.

Responsibilities

• Respond to inbound enquiries via phone, email and live chat
• Convert enquiries into compliant, high-quality policy sales
• Clearly explain product benefits, limits, excesses and key exclusions
• Assist customers in completing quotes and purchases
• Manage policy changes, cancellations and documentation requests
• Support customers with cover queries pre- and post-purchase
• Ensure all documentation is accurate and issued promptly
• Adhere to ASIC regulations and internal compliance frameworks
• Ensure accurate disclosure of pre-existing medical conditions
• Follow approved sales scripts and disclosure procedures
• Escalate complaints in line with RG 271 requirement
• Demonstrate the ReadySet values of Care, Transparency and Speed
• Support review and feedback initiatives
• Contribute ideas to enhance customer journeys and internal processes

Skills

Communication

Active listening

Rapport building

Attention to detail

Resilience

Regulatory awareness

Job description

The Call Centre Sales & Service Consultant is responsible for delivering exceptional customer service while driving compliant sales outcomes. You will manage inbound enquiries, assist customers with quotes and policy purchases, support policy servicing requests and represent the ReadySet brand with professionalism and empathy.

Key Responsibilities

• Respond to inbound enquiries via phone, email and live chat
• Convert enquiries into compliant, high‑quality policy sales
• Clearly explain product benefits, limits, excesses and key exclusions
• Assist customers in completing quotes and purchases
• Manage policy changes, cancellations and documentation requests
• Support customers with cover queries pre‑ and post‑purchase
• Ensure all documentation is accurate and issued promptly
• Adhere to ASIC regulations and internal compliance frameworks
• Ensure accurate disclosure of pre‑existing medical conditions
• Follow approved sales scripts and disclosure procedures
• Escalate complaints in line with RG 271 requirement
• Demonstrate the ReadySet values of Care, Transparency and Speed
• Support review and feedback initiatives
• Contribute ideas to enhance customer journeys and internal processes

Successful Candidate Will Have

• 1–3+ years in call centre sales, customer service or financial services
• Insurance or travel industry experience highly regarded
• Familiarity with regulated sales environments preferred
• Strong communication and active listening skills
• Ability to build rapport quickly and genuinely
• High attention to detail and accuracy
• Comfortable discussing sensitive topics such as medical disclosures
• Resilient, performance‑driven and adaptable

About 360 Underwriting Solutions

Founded in 2017 by Denis Morrissey and Chris Lynch, 360 Underwriting Solutions is a specialist agency dedicated to the provision of specialist insurance solutions for the broker market and their clients. In 2020, 360 partnered with AUB Group Limited (ASX Aligned) Australia’s largest equity-based insurance broker network. The acquisition and partnership is a mutual dedication to scale, expertise and market share.

After 9 short years the business is now a multi-line agency with 258 staff across 8 central offices and regional locations in Australia and New Zealand. This is represented in our growth of the business from 1 Agency in 2017, to now 21 and counting Agencies in 2026. At 360, it’s our people and relationships that set us apart. Our success is built upon our ability to provide the Solutions you want, and the Service you expect, from the People you know.

360 Differentiation from Competitors

• Owner Driver Model: Our model drives market leading service and accountability
• Marker Facing Underwriting Authority: Our underwriters have autonomy to work directly with capacity for mutual benefits.
• Group Services Model: Intent to build and maintain a reputable market presence.
• Claims Advocacy: With a unique perspective and pragmatic approach our main objectives are to know, understand and respond to claims settlements with excellence and efficiency

Company Culture

As integral members of our business we embrace the ethos of People you Know, and ensure our team feels valued, fostering genuine connections that inspire our people to give their best and achieve extraordinary results.

• We encourage ‘old-school’ business with face-face collaboration to build strong relationships
• We recognise work-life balance and prioritise our people
• We attract and retain talent; Annual awards night is a pinnacle event that elevates our commitment to building a culture that attracts industry talent, solidifying our reputation as an employer of choice
• Investment in People Development programs; best represented by the growth of high-quality employment since 2017