Insurance Client Services Specialist

Coastal Advisory Australia Pty Ltd; Gosford; On-site; AUD 65,000 - 75,000; Full time

Job summary

Coastal Advisory Australia Pty Ltd – Erina NSW is seeking a Client Services Officer - Insurance to help turn insurance advice into action by processing applications, policy changes and claims. You will liaise with Insurance Advisers, service providers and the broader team, ensuring timely follow-up and accurate records.

The role supports advisers and clients, with scope to build technical knowledge across policy research, implementation and claims under supervision.

Qualifications

• Experience in life insurance customer support or administration.
• Understanding of life insurance applications, underwriting and policy servicing.
• Advanced Microsoft Office skills and a willingness to learn new systems.

Responsibilities

• Process life insurance applications and policy changes promptly.
• Support claims and keep clients informed.
• Maintain accurate records and file notes.
• Coordinate with offshore teams as needed.

Skills

Life insurance support

Customer service

Attention to detail

Microsoft Office

CRM systems

Tools

Insurance CRM

Job description

Coastal Advisory Australia Pty Ltd – Erina NSW is seeking a Client Services Officer - Insurance to help turn insurance advice into action by processing applications, policy changes and claims. You will liaise with Insurance Advisers, service providers and the broader team, ensuring timely follow-up and accurate records.

The role supports advisers and clients, with scope to build technical knowledge across policy research, implementation and claims under supervision.