Salary: Highly competitive salary including uncapped commissions
Who We Are:
Life Insurance Direct helps protect Australian families—and we’ve been redefining life insurance for over 20 years. We’re a fast-moving, industry-leading broker and a three-time Product Review award winner.
Our mission is to be the leader in informing, protecting and providing for Australian families. In a constantly changing market, we stay ahead by focusing on the customer outcome at the centre of everything we do.
You Might Be
- Looking to grow your career in Life Insurance or Financial Services
- Bringing customer servicing, retentions or insurance skills into a new industry
- Keen to join a passionate, collaborative team that will support your development
What You Will Do
- Support existing clients through inbound and outbound calls and emails about their policy details and options
- Proactively contact clients at yearly reviews and key policy lifecycle events, including assisting with policy alterations, overdue payments, dishonours and cancellation risks
- Build rapport and trust, handle objections, and deliver tailored solutions that addresses customers changing needs
- Explain the value of their existing policy and discuss LIDA's solutions clearly to help customers make an informed decision
- Manage policy updates, amendments, cancellations and new or revised policy set-ups, and help customers with policy changes
- Identify and act on retention risks and opportunities early
- Action contact lists within SLAs and accurately record all interactions in our CRM
- Ensure all activity complies with Quality Assurance policy and industry regulations
- Meet or exceed individual KPIs and share insights on customer trends and process improvements
Who We Are Looking For
- Customer service experience, ideally in a call centre (inbound or outbound)
- Experience in life insurance assisting existing clients, retentions, telesales, insurance or financial services (highly regarded)
- Strong customer needs analysis, problem solving and negotiation skills
- Excellent verbal and written communication
- Self-motivation to hit performance targets in a rapid-paced environment
- Strong attention to detail and organisational skills
- A positive attitude and strong work ethic
Why Join Us
- Highly competitive salary
- A supportive and collaborative working environment with strong company values
- North Sydney CBD location – only a 10 minute walk from the train or metro station
- Hybrid Flexibility available after training complete
- Comprehensive training program with continuous development
- Excellent learning culture with strong team and mentor support
- Genuine career development opportunities
- Social activities and events
- Monday-Friday – no weekend work, no shiftwork
This opportunity will suit individuals who want to make a positive difference, are seeking long term career opportunities, enjoy interacting with and assisting customers and are committed to continuous development of their knowledge and skills.
How to Apply
Apply now as we are actively hiring
📌 Servicing and Retention Specialist (Sydney)
🏢 Life Insurance Direct
📍 Sydney
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