Insurance Client Services Officer (Life Assurance)
North Sydney, NSW, Full Time, Insurance
Vacancy Listing Dates 20/7/2026 to 17/08/2026
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$80,000 - $85,000 + superannuation
On-site (Mon-Fri)
Join the Curo Financial Services Pty Ltd team
About Curo Financial Services
Curo Financial Services is a specialist retail life insurance advice practice in North Sydney, operating under our own Australian Financial Services Licence (AFSL).
We help individuals, families and business owners protect what matters most through tailored life, TPD, trauma and income protection cover.
Our North Sydney team works closely with an established offshore support team in the Philippines.
Following sustained growth, we're hiring an experienced Insurance Client Services Officer to support our authorised advisers and strengthen the operational backbone of our client servicing.
About the role
This is a hands-on, senior role at the heart of our life insurance operation.
Working under our AFSL and under the supervision of an AFSL licence holder, you will support our authorised advisers and clients across the full client-servicing workflow: engaging with clients and discussing factual information about their circumstances and cover, calculating premiums and preparing quotes, setting up payment arrangements, managing applications end-to-end, and coordinating claims through to resolution.




This role is not a relevant provider on the Financial Adviser Register and does not provide personal financial advice - all personal advice and recommendations are provided by our authorised advisers.
You will provide factual information and general advice on life insurance products under our AFSL and under the supervision of a licence holder.
Key responsibilities
Engage with clients (in person, phone and video) to discuss factual information about their circumstances and identify relevant cover options for the responsible adviser's consideration
Explain policy features, conditions, exclusions, premiums and perks under the supervision of an authorised adviser
Calculate premiums and generate, compare and present in-force and new-business quotes across our panel of insurers
Confirm and set up premium payment arrangements with clients (annual, monthly, super-funded or externally funded)
Identify clients due for review and prepare lists of clients and prospects for adviser follow-up
Complete and lodge insurance applications, managing underwriting requirements through to policy issue
Coordinate and monitor life, TPD, trauma and income protection claims to resolution
Liaise with underwriters on pre-assessments, requirement clearance and case finalisation
Prepare clear,



factual insurance summaries and review packs that support our advisers' annual client reviews
Maintain accurate client and policy records in XPLAN / AdviserLogic and keep current with product, underwriting and regulatory changes
What you'll bring - essential
Minimum 3 years' hands-on experience in the retail life insurance industry
Strong working knowledge of life, TPD, trauma and income protection products, premium calculation, underwriting and claims
Experience generating and comparing quotes across insurers (Risk Researcher or equivalent)
Confident managing applications, requirements and end-to-end case workflow
Excellent written and spoken English for client-facing communication
High attention to detail and strong process discipline
AQF Certificate IV or higher, or 3+ years' relevant industry experience
Highly regarded
5+ years' experience in life insurance operations or advice-practice support
Experience using XPLAN and/or AdviserLogic
Progress towards RG146 Tier 2 (Life Insurance) compliance or equivalent insurance industry training
What we offer
$80,000-$85,000 base + superannuation, commensurate with experience
A senior, varied role with genuine ownership of client servicing outcomes
A stable, supportive small-team environment in a growing specialist firm
North Sydney office close to Victoria Cross metro
Curo Financial Services is an equal-opportunity employer.
Only applicants with the right to work in Australia will be considered.
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📌 Insurance Client Services Officer (Life Assurance) (New South Wales)
🏢 Curo Financial Services
📍 New South Wales