Sales Care Specialist

Life Insurance Direct Australia; Sydney; On-site; AUD 85,000 - 120,000; Full time

Benefits offered by this job

Highly competitive salary

Supportive and collaborative working环境

North Sydney CBD location

Comprehensive training program

Excellent learning culture and mentor支

Career development opportunities

Social activities and events

Mon-Fri, no weekend or shift work

Job summary

Life Insurance Direct Australia in Sydney CBD is seeking a Sales Care Specialist to guide applications through underwriting to policy issuance, coordinating with customers, insurers and third parties to resolve outstanding items.

You will bring General Advice experience to conversations, helping clients understand life insurance products and features within appropriate scope, enabling informed decisions and progress toward coverage.

Qualifications

• Experience in Australian life insurance industry, ideally underwriting support.
• Customer service experience, call centre preferred.
• Strong customer-first mindset, needs analysis, problem solving and negotiation.
• Excellent verbal and written communication, ability to explain complex information.
• Self-motivated to hit performance targets in a fast-paced environment.
• Attention to detail and organisational skills.
• Ability to multitask and manage competing priorities.

Responsibilities

• Manage applications throughout underwriting, from submission to policy issuance.
• Proactively follow up outstanding items and identify delays or roadblocks.
• Bring General Advice experience to conversations to explain life insurance products.
• Take ownership of cases and coordinate with customers, insurers and third parties.
• Keep clients informed about underwriting progress and outcomes.
• Communicate underwriting outcomes, including exclusions and amended terms.
• Propose tailored solutions and amendments to meet customer needs.
• Collaborate with team members and stakeholders to ensure timely underwriting outcomes.
• Ensure compliance with QA, Duty of Reasonable Care and industry regulations.

Job description

Life Insurance Direct Australia – Sydney CBD NSW

Salary: Highly competitive salary including uncapped commissions

We're looking for a Sales Care Specialist who understands the journey from application to policy issuance and can bring together underwriting expertise, customer service and General Advice to create a better experience for our customers.

This is an opportunity to move into a varied, customer-facing role where you'll proactively keep applications progressing by working with customers and insurers resolving any outstanding requirements including communicating underwriting outcomes, finding solutions and work closely with our sales team to help customers move forward with confidence.

Who We Are:

Life Insurance Direct helpsprotect Australian families—and we've been redefining life insurance for over20 years. We're afast-moving, industry-leading brokerand athree-time Product Review award winner.

Our mission is to be the leader in informing, protecting and providing for Australian families. In a constantly changing market, we stay ahead by focusing on thecustomer outcomeat the centre of everything we do.

You Might Be

Looking to grow your career in Life Insurance or Financial Services

Bringing customer servicing, underwriting or insurance skills into a new industry

Keen to join a passionate, collaborative team that will support your development

What You Will Do

Manage applications throughout the underwriting process, from submission through to policy issuance, proactively follow up outstanding items and identify potential delays or roadblocks

Bring your General Advice experience to customer conversations, helping explain life insurance products and features within the appropriate scope and supporting customers to make an informed decision

Take ownership of your cases, and proactively work with customers, insurers and third-party providers to ensure any outstanding medicals, reports or requirements are effectively arranged

Proactively call clients to keep them informed and updated about their applications and underwriting progress

Communicate underwriting outcomes, including exclusions, premium loadings, amended terms and declined applications

Customer first approach in discussing alternatives, and prepare amendments/reductions to the cover

Build rapport and trust, handle objections, and deliver tailored solutions that addresses customers needs

Work collaboratively with other team members, insurers and stakeholders to achieve effective, timely and consistent underwriting outcomes

Ensure all activity complies with Quality Assurance, Duty of Reasonable Care, compliance and industry regulations

Who We Are Looking For

Experience in the Australian life insurance industry, ideally in underwriting support, customer service, administration or a similar role

Customer service experience, ideally in a call centre (inbound or outbound)

Strong customer-first mindset, needs analysis, problem solving and negotiation skills

Excellent verbal phone and written communication skills, and the ability to explain complex information to clients

Self-motivation to hit performance targets in a fast-paced environment

Strong attention to detail and organisational skills

The ability to multitask, manage competing priorities and effective pipeline management

A positive attitude and high standards of professionalism, integrity and compliance

Why Join Us

Highly competitive salary

Asupportiveandcollaborativeworking environmentwith strong company values

North Sydney CBDlocation – only a 10 minute walk from the train or metro station

Comprehensivetraining programwith continuous development

Excellentlearning culturewith strong team and mentor support

Genuinecareer developmentopportunities

Socialactivities and events

Monday-Friday– no weekend work, no shiftwork

This opportunity will suit individuals who want to make a positive difference, are seeking long term career opportunities, enjoy interacting with and assisting customers and are committed to continuous development of their knowledge and skills.