Insurance Client Services Officer (Life Assurance)Job Type: Permanent position | Full time positionJob DescriptionNorth Sydney, NSW, Full Time, Insurance Vacancy Listing Dates 20/07/2026 to 17/08/2026 Please Quote Reference Number *****$80,000 - $85,000 + superannuationOn-site (Mon-Fri)Join the Curo Financial Services Pty Ltd teamAbout 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 adviceall 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 considerationExplain policy features, conditions, exclusions,



premiums and benefits under the supervision of an authorised adviserCalculate premiums and generate, compare and present in-force and new-business quotes across our panel of insurersConfirm 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-upComplete and lodge insurance applications, managing underwriting requirements through to policy issueCoordinate and monitor life, TPD, trauma and income protection claims to resolutionLiaise with underwriters on pre-assessments, requirement clearance and case finalisationPrepare transparent, factual insurance summaries and review packs that support our advisers' annual client reviewsMaintain accurate client and policy records in XPLAN / AdviserLogic and keep current with product, underwriting and regulatory changesWhat you'll bringessential:Minimum 3 years' hands-on experience in the retail life insurance industryStrong working knowledge of life, TPD, trauma and income protection products, premium calculation, underwriting and claimsExperience generating and comparing quotes across insurers (Risk Researcher or equivalent)Confident managing applications, requirements and end-to-end case workflowExcellent written and spoken English for client-facing communicationHigh attention to detail and strong process disciplineAQF Certificate IV or higher, or 3+ years' relevant industry experienceHighly regarded:5+ years' experience in life insurance operations or advice-practice supportExperience using XPLAN and/or AdviserLogicProgress towards RG146 Tier 2 (Life Insurance) compliance or equivalent insurance industry trainingWhat we offer:$80,000-$85,000 base + superannuation, commensurate with experienceA senior, varied role with genuine ownership of client servicing outcomesA stable, supportive small-team environment in a growing specialist firmNorth Sydney office close to Victoria Cross metroCuro 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)
🏢 Netyourjob
📍 New South Wales