Service Centre Consultant

ClearView group; Sydney; Hybrid; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Workplace flexibility

Employee Referral Program

Extended Parental Leave

Additional Leave

Volunteer Day

IPAC rewards

LinkedIn Learning

Reward & Recognition Program

Staff Discounts

Study Assistance

Fitness First Bond Street

Job summary

ClearView is seeking a customer service professional to support advisers and clients on life insurance products. You will handle enquiries, coordinate with underwriting, maintenance, claims and distribution, and ensure timely responses while complying with standards.

The role may involve some administration and requires a focus on service excellence, with RG146 qualification preferred or willingness to undertake. Hybrid working options are available to support work‑life balance.

Qualifications

• Proven experience in similar roles and demonstrated dedication to service excellence.
• Life Insurance experience.
• RG146 qualification or willingness to undertake.

Responsibilities

• First point of reference for calls into ClearView for advisers and clients.
• Be a subject matter expert on Life products and procedures.
• Plan and organise priorities to ensure day-to-day activities are completed efficiently.
• Engage with stakeholders to maintain a client-focused approach to attracting, building and retaining clients.
• Work with Operations to ensure timely and accurate outcomes.
• Ensure compliance with relevant legislation and address gaps or weaknesses.
• Deliver reports and feedback on service standards and adherence.
• Follow WHS policies and intranet procedures.

Skills

Service excellence

Life Insurance experience

Education

RG146 qualification

Job description

Full-time | Hybrid Working

Looking for a role that offers flexibility, meaningful work and the opportunity to build your career in Life Insurance?

Whether you're looking for a full-time opportunity or prefer to work 3-4 days per week, we'd love to hear from you. We're committed to finding the right person and are happy to offer flexible working arrangements that support work-life balance

We also welcome candidates from a variety of backgrounds. If you've worked in Life Insurance (Retail or Group), Superannuation, or Workers' Compensation.

Role Summary:

This role is responsible for supporting our Advisers and clients for our advice products ensuring their enquiries are resolved in a timely and appropriate manner whilst adhering to standards and compliance obligations.

Some administration is involved as well as liaising with new business, underwriting, maintenance, claims, distribution, product and commissions to provide responses to Adviser enquiries.

Primary Responsibilities:

• First point of reference for calls into ClearView for advisers and clients.
• Be a subject matter expert on Life products and procedures.
• Plan and organise priorities to ensure all day to day operational activities are completed effectively and efficiently and proactively manage issues that potentially detract value.
• Engage with all stake holders at ClearView to develop and maintain a client‑focused attitude in how we attract, build relationships and retain clients.
• Work closely with the Operations team to ensure the delivery of accurate and timely outcomes.
• Ensure all relevant legislation is complied with taking corrective action if gaps or weaknesses are detected.
• Delivery of reports and feedback on Service Standards and adherence.
• ClearView takes its Work, Health and Safety (WHS) obligations seriously. All employees must follow policies which are located on our intranet.

Qualifications & Skills Required

• Proven experience in similar roles and demonstrated dedication to service excellence.
• Life Insurance Experience.
• RG146 qualified or willingness to undertake.

Why Us? Our benefits:

ClearView is an ASX-listed Australian life insurance business. For over a decade we've served our customers with a clear vision: to help Australians and their families achieve peace of mind about their future while being a positive force for our people, partners, customers and community.

Values:

Integrity, Collaboration, Authenticity, Persistence

Some Of Our Benefits Include:

• Workplace flexibility - We have a hybrid working model, giving you to opportunity to work from home 2 days per week. This gives you the support you need to help balance your career with the things that make your life rich - such as family, health and doing the things you love.
• Employee Referral Program - successfully refer a friend and receive $1,000
• Extended Parental Leave - 16 weeks paid Parental leave cover on top of government leave for all genders
• Additional Leave - More Time to Recharge - Receive 5 weeks of annual leave, with bonus leave days and additional paid leave over the festive period.
• Volunteer Day - 2 days of paid leave to volunteer in the community per year
• IPAC rewards - an extensive rewards program offering discounts and cash-back deals at over 350+ retailers
• LinkedIn Learning - Over 6,000 Courses and accreditations available to all staff, 24/7 - helping you to grow and progress in your career
• Reward & Recognition Program - Quarterly & Annual Awards celebrating employees and teams who are exceptional in living the ClearView values
• Staff Discounts - 27.5% discount on ClearView's life insurance product, ClearChoice
• Study Assistance - ClearView promotes learning and will provide financial assistance for approved learning and time off work to study and complete exams
• Fitness First Bond Street - 25% discount for our Sydney staff