Insurance Service Specialist

1 week ago

Brisbane Queensland Australia PictureWealth Full time $60,000 - $100,000 per year
  • Full-time | Monday – Friday | 38 hours per week
  • Brisbane or Broadbeach offices – a five-minute walk from Brisbane Central train station or Broadbeach North tram station

Power flawless execution in a fast-growing FinTech

PictureWealth blends human expertise with innovative tech so Aussies can picture and achieve their best financial future. Our mission: More Advice to More Lives.

We're looking for an Insurance Service Specialist to join our growing Client Services team — someone who's detail-oriented, proactive, and passionate about delivering exceptional service to our clients and advisers.

If insurance isn't quite your thing, we also have exciting opportunities available within our broader Client Services team as a Client Services Officer, supporting financial advisers with client administration and superannuation-related tasks.

Your mission

  • Managing insurance applications, underwriting, policy changes, and premium issues.
  • Liaising with insurers to submit accurate documentation and negotiate favourable terms.
  • Ensuring clients have continuous coverage and understand their policy details.
  • Providing expert guidance to clients and planners on insurance matters.
  • Maintaining compliant, up-to-date records and staying on top of industry changes.
  • Acting as the go-to for all insurance queries via email and CRM.

Why join us

  • Great location across from the Broadbeach beach or next to Brisbane Central Station
  • A rewarding career in a friendly and supportive team environment
  • Flexible working options to help you maintain balance in your personal and professional life.
  • Access to Employee Assistance Program (including immediate family)
  • Social events to meet members across the organisation
  • Free fruit, tea, coffee and evening meals available in office
  • Full Training and ongoing support

What you'll bring

  • Relevant qualifications in financial services or insurance (e.g. RG146, Diploma of Financial Planning)
  • Experience in insurance underwriting, policy management, or similar
  • Solid knowledge of insurance products, underwriting, and compliance
  • Confident using CRM systems and insurance platforms
  • Strong Microsoft Office skills, especially Excel and Outlook
  • Sharp attention to detail and documentation accuracy
  • Clear and confident communication, both written and verbal
  • Strong relationship-building with clients, insurers, and colleagues
  • Proven ability to manage competing priorities in a fast-paced role
  • Excellent time management to meet deadlines and exceed expectations

Ready to Make a Difference?

If delivering exceptional service and ensuring seamless client experiences motivates you, we'd love to hear from you

We currently have opportunities within our Client Services team for both Insurance Specialists and Client Service Officers — two key roles that help us deliver outstanding support and tailored financial advice to our clients every day.

If you're passionate about making a real impact in a dynamic, client-focused environment, apply now and help us shape the future of financial wellbeing.

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