October 4, 2024

General Insurance Sales Specialist

We C U SA – calling all insurance superstars!

We are excited about finding an experienced and motivated Insurance Specialist to join us and who will be their best and take ownership in delivering a great experience to our Credit Union SA Members.

Bring your insurance specialist experience and we’ll supply the fun as part of our vibrant team focused on managing relationships by helping our members thrive through the provision of Insurance solutions. Your responsibilities will include utilizing our systems and processes to ensure high-quality service and support for our members across Digital and Contact Centre channels (both inbound and outbound). You will be accountable for generating new insurance business, converting portfolio activities into positive outcomes, and enhancing member retention and satisfaction through compliant, high-standard service.

Ready to use your passion for customer service to make a difference in South Australian lives and communities? Thrive with us.

Thrive at Credit Union SA

Think banking is all about numbers? Think again.

At Credit Union SA, we’re all about people – our members and their families, the communities we serve, and you.

For more than 60 years, we’ve delivered a fairer, smarter and more human alternative to traditional banks. A customer-owned banking organisation run by its members, for its members, with the purpose of helping South Australians thrive.

Our success is thanks to every one of our team members and the diverse thinking, collaboration and innovation they bring. That’s why we’re committed to creating a welcoming, inclusive workplace where everyone feels comfortable, valued and empowered to reach their full potential.

Want to make your contribution count with an innovative, purpose-driven organisation that supports you to thrive? Join us as General Insurance Sales Specialist and experience the Credit Union SA difference.

Your opportunity

As our valued General Insurance Sales Specialist, you will ensure high-quality service and support for our members across Digital and Contact Centre channels (both inbound and outbound).

You will be accountable for generating new insurance business, converting portfolio activities into positive outcomes, and enhancing member retention and satisfaction through compliant, high-standard service delivery.

You will draw on your insurance expertise to ensure our organisation meets all compliance and regulatory obligations.

Responsibilities of this role include but are not limited to the following:

• Provide an exceptional standard of member service leveraging your excellent communication and listening skills in alignment with our brand and values.

• Adhere to and exceed quality assurance standards with a consistent high level of service whilst complying with policies and procedures.

• Proactively develop and maintain a strong knowledge of products, services, processes and digital systems provided by Credit Union SA.

• Liaise with Underwriters in all dealings in a professional manner ensuring that underwriting guidelines are adhered to.

• Assume responsibility of own targets, setting strategies to meet them by working closely with your leader to develop coaching and action plans.

What you’ll bring

To succeed in this role, you will have:

• Minimum 2 years’ experience in Insurance Sales and Service role.

• Customer Service experience with a high level of accuracy and attention to detail gained in a fast-paced role.

• Ability to create and build member relationships through curiosity and rapport building ensuring needs are identified and met.

Ideally, you will also have:

• A positive, proactive and results-driven mindset with a high level of personal accountability.

• High level of energy and enthusiasm, with a passion for excellence.

• Strong conceptual, analytical, problem-solving and decision-making skills.

Why Credit Union SA?

At Credit Union SA, we channel the profits we generate back to our members and our communities. It’s a purpose that inspires our people each day. And when you join us, you’ll find we’re just as committed to ensuring you have the opportunities and support you need to thrive in all areas of your life.

Here are some of the benefits you’ll enjoy at Credit Union SA:

• Take time out to fill your cup with four Thrive Days a year and a paid day off to celebrate your birthday.

• Learn, grow and progress your career with online training, internal and external development opportunities, study assistance, paid study leave, and assistance for professional membership fees.

• Stay fit and healthy with access to our on-site gym, wellbeing program and annual flu shots.

• Need extra support? Our Employee Assistance Program provides you and your family with free professional counselling whenever you need it.

• Be rewarded for your outstanding contributions with our CEO Awards, Service Awards and Milestone Recognition.

• Make your pay go further with salary-sacrificing options and discounts on health insurance, general insurance, financial planning and loan products.

• Bring more of yourself to work through your own choice of clothes – there’s no corporate dress code here.

How to Apply

Are you ready to thrive?

Join Credit Union SA to make a positive impact on South Australians and your career.

To apply for this role, please send your resume in Microsoft Word or PDF format to the attention of Alesia Stargatt, People and Development Officer at astargatt@creditunionsa.com.au. Applications close 11 October 2024.

We are actively looking to fill this role and reserve the right to shortlist and interview applicants whilst this advertisement is open so encourage you to submit your application at your earliest opportunity. 

We appreciate the time and effort an application takes, which is why we aim to respond to every applicant, regardless of the outcome.

Quoting Reference Number: V0301

Credit Union SA is an equal opportunity employer that welcomes and values the unique contributions of all people. We strongly encourage applications from people of all backgrounds, cultures, perspectives and experiences. We also support candidate requests for adjustment to accommodate disability or injury so they can equitably participate in the selection process.

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