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
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.
Why join us
Outstanding 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
Solid 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 quick-paced role
Excellent time management to meet deadlines and exceed expectations
Ready to Make a Difference?
Role Type
On-site - Permanent - Full-time - Mid-level Senior
Pay Rate
65000 AUD - 75000 AUD (Annum)
📌 Insurance Service Specialist Gold Coast
🏢 PictureWealth
📍 Gold Coast