Expert Insurance Advisor

5 days ago


Melbourne, Victoria, Australia beBeeInsurance Full time $100,000 - $125,000

Job Role: Insurance Expert

The Insurance Expert role involves advising clients on their insurance needs by understanding their financial position and tailoring personal insurance solutions that provide protection in the event of a Life, Trauma, TPD or Income Protection event.

Key Responsibilities:
  • Meet with clients and respond to queries to understand and support their insurance requirements
  • Deliver tailored, strategic insurance advice aligned to each client's personal and financial objectives
  • Coordinate the end-to-end implementation process in partnership with our skilled teams
  • Proactively review and update insurance strategies to ensure ongoing suitability
  • Review and contribute to advice documents prepared by team members
  • Maintain strong relationships with clients, internal teams, and external providers
  • Follow structured workflows and keep accurate client records
  • Identify cross-referral opportunities across relevant teams
  • Participate in training and development to strengthen technical and client service skills


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