Join to apply for the Insurance Service Specialist role at PictureWealth
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Join to apply for the Insurance Service Specialist role at PictureWealth
This range is provided by PictureWealth. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
A$65,000.00/yr - A$75,000.00/yr
* Full-time | Monday – Friday | 38 hours per week
* Brisbane or Broadbeach offices – a five-minute walk from Brisbane Central train station or Broadbeach North tram station
* Full-time | Monday – Friday | 38 hours per week
* Brisbane or Broadbeach offices – a five-minute walk from Brisbane Central train station or Broadbeach North tram station
Power flawless execution in a fast-growing FinTech
PictureWealth blends human expertise with innovative tech so Aussies can picture and achieve their best financial future. Our mission: More Advice to More Lives. As our new Insurance Service Specialist, you'll deliver exceptional service to our insurance-only clients and support our advisers by:
Your mission
* Managing insurance applications, underwriting, policy changes, and premium issues.
* Liaising with insurers to submit accurate documentation and negotiate favourable terms.
* Ensuring clients have continuous coverage and understand their policy details.
* Providing expert guidance to clients and planners on insurance matters.
* Maintaining compliant, up-to-date records and staying on top of industry changes.
* Acting as the go-to for all insurance queries via email and CRM.
Why join us
* Great location across from the Broadbeach beach or next to Brisbane Central Station
* A rewarding career in a friendly and supportive team environment
* Flexible working options to help you maintain balance in your personal and professional life.
* Access to Employee Assistance Program (including immediate family)
* Social events to meet members across the organisation
* Free fruit, tea, coffee and evening meals available in office
* Full Training and ongoing support
What You’ll Bring
* Relevant qualifications in financial services or insurance (e.g. RG146, Diploma of Financial Planning)
* Experience in insurance underwriting, policy management, or similar
* Solid knowledge of insurance products, underwriting, and compliance
* Confident using CRM systems and insurance platforms
* Strong Microsoft Office skills, especially Excel and Outlook
* Sharp attention to detail and documentation accuracy
* Clear and confident communication, both written and verbal
* Strong relationship-building with clients, insurers, and colleagues
* Proven ability to manage competing priorities in a fast-paced role
* Excellent time management to meet deadlines and exceed expectations
Ready to Make a Difference?
If seamless execution and happy clients light you up, hit Apply Now and help us shape the future of financial well-being!
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Administrative
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