Insurance is a complex and constantly evolving field, requiring professionals who can navigate its intricacies with ease. As an Insurance Service Specialist, you will be responsible for managing insurance applications, underwriting, policy changes, and premium issues.
Liaising with insurers to submit accurate documentation and negotiate favourable terms is also a crucial aspect of this role. You will ensure that clients have continuous coverage and understand their policy details, providing expert guidance on insurance matters as needed.
Key Responsibilities:
* Manage insurance applications, underwriting, policy changes, and premium issues.
* Liaise with insurers to submit accurate documentation and negotiate favourable terms.
* E nsure clients have continuous coverage and understand their policy details.
* Provide expert guidance on insurance matters to clients and planners.
* Maintain compliant, up-to-date records and stay on top of industry changes.
This role requires strong relationship-building skills, with the ability to communicate effectively with clients, insurers, and colleagues. A solid knowledge of insurance products, underwriting, and compliance is essential, as is the ability to manage competing priorities in a fast-paced environment.
Requirements:
* 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 skills with clients, insurers, and colleagues.
* Proven ability to manage competing priorities in a fast-paced role.
Benefits:
* 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.