Compare Club is helping Australians make smarter choices about life insurance, health insurance, and more. As we continue to grow, we're looking for a Client Services Specialist to join our Life Insurance team. In this role, you'll be focused on building strong relationships with existing customers and supporting them in managing and retaining their life insurance policies.
About the Role
As a Client Services Specialist, you'll be the go-to person for customers seeking help with their existing life insurance policies. You'll handle everything from policy updates to premium management and cancellation requests - ensuring our clients stay protected and informed every step of the way.
What You'll Do:
Reach out to clients regarding missed payments, renewal notices, and cancellation requests via phone, email, and SMS
Provide comparison quotes and assist with new life insurance applications at the client's request
Respond to inquiries with tailored solutions to maximize retention and customer satisfaction
Build strong working relationships with external underwriters and case managers to streamline outcomes
Maintain professional, ongoing relationships with Compare Club members
Work closely with internal Life Insurance Specialists and other teams across the business
Identify and act on opportunities for cross-sell and upsell within our existing customer base
Ensure timely completion of all client-related tasks
Collaborate with and support our offshore retention team
Compare Club is helping Australians make smarter choices about life insurance, health insurance, and more. As we continue to grow,
we're looking for a Client Services Specialist to join our Life Insurance team. In this role, you'll be focused on building strong relationships with existing customers and supporting them in managing and retaining their life insurance policies.
About the Role
As a Client Services Specialist, you'll be the go-to person for customers seeking help with their existing life insurance policies. You'll handle everything from policy updates to premium management and cancellation requests - ensuring our clients stay protected and informed every step of the way.
What You'll Do:
Reach out to clients regarding missed payments, renewal notices, and cancellation requests via phone, email, and SMS
Provide comparison quotes and assist with new life insurance applications at the client's request
Respond to inquiries with tailored solutions to maximize retention and customer satisfaction
Build strong working relationships with external underwriters and case managers to streamline outcomes
Maintain qualified, ongoing relationships with Compare Club members
Work closely with internal Life Insurance Specialists and other teams across the business
Identify and act on opportunities for cross-sell and upsell within our existing customer base
Ensure timely completion of all client-related tasks
What You'll Bring:
3+ years of experience in client services, customer care or retention.
Experience in Life insurance or financial services preferred but not essential.
Confidence managing complaints and navigating compliance requirements
Strong communication skills and a customer-first mindset
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📌 Client Services Specialist (New South Wales)
🏢 Compare Club
📍 New South Wales
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