About the role

COTA Insurance is looking for a Call Centre Insurance Consultant with excellent customer service who wants to help older Australians with their insurance needs.

Previous insurance experience is not required. We provide the training, accreditation, product knowledge and systems support you need to learn the role.

What matters most is that you communicate well, enjoy helping people, are comfortable using computers and can confidently guide a customer from their initial enquiry through to a quotation and, when appropriate, a sale.

Customer enquiries are predominantly inbound. There is no cold calling or prospecting.

Key responsibilities

- Answer inbound calls and email enquiries from customers, predominantly aged 50 and over
- Explain product information clearly and answer customer questions to help them understand their cover
- Prepare insurance quotations, issue policies and process sales through our web-based systems
- Follow up customer enquiries by phone or email
- Maintain accurate customer records and confidently use email, Teams and our web-based quoting platforms
- Work closely with other members of the team

About you

- Clear, patient communication, on the phone and in writing
- A warm, professional and confident phone manner
- Strong customer-service skills
- The confidence to turn a good customer conversation into a sale
- A positive attitude and willingness to learn
- Good typing skills and the ability to accurately enter information while speaking with customers
- Strong general computer skills, including confident use of email, Outlook, Teams and web-based systems, with the ability to learn new software quickly
- Good attention to detail and accuracy
- Insurance experience is beneficial, but it is not essential




- Experience in customer service, sales, retail, banking, insurance, travel, administration or other telephone-based service roles may transfer well to this position

About us COTA Insurance is a small Australian not-for-profit insurance agency serving customers nationally, with a particular focus on Australians aged 50 and over.

We provide home, car, landlords, caravan and travel insurance.

You will be joining a supportive team where good customer service, teamwork and helping each other are important parts of how we work.

Perks

- $58,000 per annum plus superannuation
- Full insurance, product and systems training
- Monday to Friday, 8:30 am to 5:00 pm. No weekends, no evenings.
- A small, supportive team, based in the Adelaide CBD, walking distance from Adelaide Railway Station, close to car parks and the Central Market
- Hybrid work options once you are accredited and have completed training
- Salary packaging benefits through our not-for-profit status, depending on your individual circumstances
- Staff discounts on our range of insurance products
- Work that genuinely matters to the person on the other end of the call

COTA Insurance celebrates diversity. We welcome everyone, regardless of age, cultural background, gender, sexuality, or ability. We're proud to be an equal opportunity employer.

How to apply

Click apply and address your application to the General Manager. Send us your resume with a short cover letter telling us why you're interested in the role and what you could bring to our team.

As this position operates within financial services, successful applicants will be required to complete a background check (including criminal history and bankruptcy check) prior to commencement of employment.

📌 Insurance Consultant (Adelaide)
🏢 Insurance and Membership Services
📍 Adelaide