AddressClient Services Officer (CSO) - Life Insurance
Are you a people person with a knack for customer service, a positive mindset, and a grasp of the retail Life Insurance process? If so, we have the perfect role for you!
About Us
We are a unique Financial Planning practice located on the northern end of the Gold Coast. Our growth is fueled by consistent client referrals from across Australia. We pride ourselves on being client-focused, proactive, innovative, and fun, with a strong digital presence.
We are more than just friendly, professional, honest, efficient, and reliable. We build lifelong relationships with our clients!
The Opportunity
Our holistic Financial Planners need robust administrative support to research, present, and implement the risk component of our clients’ plans. We’re looking for a dedicated Life Insurance CSO who is proactive, independent, collaborative, and has a positive “can do” attitude. If you’re willing to go the extra mile for our clients, we’d love to reward your achievements.
The Role
As a key member of our advice team, you’ll provide top-notch customer service and support to our clients. Your responsibilities will include:
- Delivering exceptional customer service via phone, digital meetings, and email.
- Assisting the advice team with risk research, pre-assessments, and quoting.
- Managing the implementation & application process for all retail insurance recommendations.
- Communicating effectively with Product Providers and the team.
- Regular product training and ongoing professional development.
- Remote role or office based (Gold Coast) to suit your preference
About You
You’ll need:
- 2+ years of experience in a life risk-focused Client Services/Admin role.
- Good technical knowledge around Life, TPD, Trauma, and Income Protection insurance.
- Excellent communication skills.
- A desire for continued learning, professional growth, and mastery of an efficient Life Risk process.
- Medical terminology skills, qualifications & experience are ideal
What’s in it for you?
Joining our team means becoming part of the Mad About LIFE family. We offer:
- A competitive salary.
- A permanent position with flexibility.
- A structured career path.
- Flexible working arrangements - work from anywhere in Australia with an internet connection.
- A vibrant and passionate team culture.
Are you Mad About LIFE?
If you’re passionate about Life Insurance and delivering exceptional customer service, we’d love to hear from you. Please apply by submitting your resume with a detailed cover letter or a video outlining why you are passionate about Life Insurance and great client outcomes.
Please note, we are only accepting direct applications. No recruiters, please.
