Insurance Consultant - Branch Support | Bendigo or Melbourne, VIC

Bendigobank; Greater Bendigo; Hybrid; AUD 65,000 - 90,000; Full time

Job summary

Bendigo Bank is seeking an Insurance Consultant - Branch Support in Bendigo or Melbourne, VIC. The role centers on delivering insurance guidance to Retail Banking customers by phone, with a hybrid work model that balances office and work-from-home arrangements.

You will support end-to-end customer insurance policies, promote ethical sales, and collaborate with the insurance partner IAG/CGU to ensure accurate advice and a positive customer experience.

Qualifications

• Experience delivering insurance or banking products to customers by face-to-face or phone.
• Proven experience in ethical and compliant sales or retention performance.
• Positive mindset with proactive learning and a flexible attitude toward change.

Responsibilities

• Support end-to-end management of customer insurance policies, identify opportunities to retain existing customers, and refer customers to the wider range of Bendigo Bank products.
• Deliver timely and up-to-date information and support on insurance products, aiming for sales outcomes while ensuring a positive customer experience.
• Foster collaboration and keep customer first across people, process, sales, credit, stakeholder management and compliance.

Skills

Insurance experience

Ethical sales

Customer service

Communication skills

Job description

Insurance Consultant - Branch Support | Bendigo or Melbourne, VIC

We’ve never been ‘just a bank’. Just like you should never be ‘just an employee’. We’re united in our belief that in banking, better can be bigger, and together we’re making it happen.

It starts here. With Bendigo Bank… and you.

In Retail Banking, our customers are at the heart of everything we do. This specialist team plays a vital role in delivering exceptional service and advice to Retail Banking staff over the phone, ensuring the insurance needs of Bendigo customers are met with care and expertise.

The team provides frontline support to Bendigo Bank customers by responding to inbound insurance inquiries and conducting outbound calls and emails to support campaigns and drive growth.

By building strong relationships within the insurance team, the wider Bendigo Bank organisation, and our trusted insurance partner IAG/CGU, the Branch Support team ensures the delivery of accurate insurance advice.

Key responsibilities

• You will support end-to-end management of customer insurance policies, identify opportunities to retain existing customers, strategically secure new insurance sales, and deepen our customer relationships by identifying opportunities to refer customers to the wider range of financial products and services offered by Bendigo Bank.
• You will deliver timely and up-to-date information and support on insurance products, meeting both our internal and external customers’ needs, with the goal to promote sales outcomes while prioritising and ensuring a positive customer experience.
• You will foster collaboration and putting the customer first across people, process, sales, credit, stakeholder management and compliance.

This is a full-time, permanent role based at our Bendigo or Melbourne Head Office. We prioritise our people with a hybrid working model shared between office and work from home.

Working hours are 8:30am – 5:00pm Monday to Friday.

What you’ll bring to the role

To succeed in this role, we’d love you to have:

• Experience delivering insurance or banking products to either face-to-face or phone-based customers
• Proven experience in ethical and compliant sales or retention performance
• A positive mindset, as well as a proactive approach to learning and a flexible attitude toward change, embracing new challenges with enthusiasm
• Exceptional written and verbal communication skills with the ability to articulate information. A confident, professional phone manner, ensuring positive interactions with customers and stakeholders alike
• Ability to work and contribute in a high-performing team culture by motivating, engaging and holding colleagues accountable for their contributions and by sharing knowledge

So, why work with us?

• Want big impact that matters? Here, you’ll know your work directly benefits the customers and communities we all serve.
• Want to be more than just a number? Join a team that truly values you – and that gets more and more diverse every day.
• Want career opportunity AND flexibility? Achieve both here, where we know that balance and progression go hand in hand.

You’ll also get access to a great range of benefits, including:

• Hybrid work? Flexible hours? A compressed work week? Our flexible work options are designed to suit your life.
• Health and wellbeing support, including discounted gym memberships, private health insurance options, and our Employee Assistance Program (EAP) for you and your immediate family members.

We’re making better, bigger. And we’ll get there with you.

Could you be our newest insurance expert? Now’s the time to set your sights even higher – on the future you and the future career you deserve. We’re keen to support you with the next step in your career.

Still in two minds?

Research suggests 60% of women and underrepresented groups might stop here, even after getting as far as drafting an application. We believe that diversity makes every team stronger, so even if you don’t tick every box we still want to see your application!

We believe a diverse workforce supported by an inclusive culture is central to our success, and we actively encourage applications from those who bring diversity of thought to our business. We support candidate requests for adjustment to accommodate an illness, injury or disability to equitably participate in the selection process.

Applications close: Friday 30th October 2026

We are committed to responding to all candidates, regardless of the outcome of your application.