Company Description Switching, Made Simple (SMS) is an Australian, family-built business, with a focus on creating opportunities for great people.

SMS is dedicated to helping families feel confident about their private health cover without confusion, pressure, or unnecessary costs. Guided by the belief that family comes first, SMS understands the realities of daily life, rising costs, and the need to make informed financial decisions.

SMS mission is to remove complexity from private health insurance, protect families from overpaying, and provide clear, reliable straightforward advice.

SMS operates independently of insurers and focuses solely on the best interests of families seeking certainty and value in their health insurance choices.

Role Description Our Health Insurance Specialists are full-time, hybrid role based in Richmond, VIC, with the flexibility to work from home.

In this role, our specialist will guide individuals and families through health insurance options, explain policy features in clear simple language, and recommend suitable cover based on each client’s needs and budget.

Day-to-day responsibilities include handling inbound & outbound inquiries, conducting consultations by phone, assessing existing policies, and helping clients switch or optimize their private health insurance.

Our specialist will also maintain accurate records in CRM systems, follow up with clients to ensure satisfaction, and collaborate with the team to improve processes and client experience.

This role requires a strong focus on ethical advice,



transparent communication, outbound dialling and inbound calls, target driven is key, unlimited commissions and delivering a supportive amazing service.

Qualifications

- Experience in Private Health insurance preferred, but not essential. Sales skills is essential.
- Sales in outbound and inbound target driven environments
- Strong Communication skills, including clear verbal explanations and professional written correspondence.
- Knowledge of Health Insurance and broader Insurance products, with the ability to interpret policy terms and benefits.
- Proven Customer Service experience, demonstrating empathy, active listening, and problem-solving in client interactions.
- Sales skills focused on consultative, needs-based recommendations rather than hard selling.
- Experience in financial services, health insurance, or related advisory roles is highly regarded.
- Ability to work effectively in a hybrid workplace, managing time and tasks both in-office and from home.
- Comfort with CRM systems, phone-based consultations, and online communication tools.
- High level of integrity, commitment to acting in the client’s best interest, and adherence to relevant industry guidelines.
- Relevant qualifications in insurance, finance, or a related field are beneficial but not mandatory.

Salary Expectations

New to PHI: 60k

Exp: 1-2 years: 70k (based on proven results)

Exp: 3yrs +: (based on proven results) 80k

Base can increase to 100k based on performance, commissions is unlimited.

📌 Health Insurance Specialist (Melbourne)
🏢 Switching, Made Simple (SMS)
📍 Melbourne