Person, Hair, Apparel, Clothing, Sleeve, Face, Man, People

Insurance Consultant – Acquisition & Retention

  • 933071
  • Bendigo
  • Melbourne
  • Victoria
  • Full Time
  • Closing at: Aug 16 2022 at 23:55 AEST

About Us 

We’re big enough to offer you every opportunity, but not so big that we lose the community feel that we’re famous for. You can be bold and take calculated risks, knowing you have the backing of your team and leaders. Join us in walking the talk when it comes to supporting our customers, giving back and making our communities a better place.  

Be the difference. Be part of Bendigo Bank. 

About the role

The Insurance Consultant - Acquisition & Retention role is responsible for coordinating the delivery of various customer led insurance initiatives that provide solutions and service outcomes to our customers that drive growth, retention and enhance customer experience.

The role sits within the broader Bendigo Insurance Team having strong working relationships with fellow members of the Insurance Team, the broader Bendigo organisation, and insurance partners such as IAG/CGU.

Key responsibilities of this role will be:

  • Coordinate the delivery of various customer led insurance initiatives that drive growth and retention
  • Providing sales development support for insurance opportunities
  • Providing general insurance service to retail customers and other key customers
  • Monitoring the service, quality and accuracy of the insurance solutions provided for customers to ensure they match the customers’ expressed need
  • Maintaining accurate records of customer interactions in accordance with regulatory compliance and/or business unit requirements.
  • Providing factual or general advice to clients in all matters affecting their insurance needs
  • Presenting recommendations and options to clients; reaching agreement and receiving instructions on their implementation
  • Establishing and maintaining effective working relationships with the Insured and other individuals working within the Insurance market

This is a full time, permanent position. The primary location for this role can be based in either Bendigo or Melbourne metropolitan.  You will become part of a company with a great culture and a supportive and collaborative team with a focus on high performance.  

About You

Ideally, you will have:

  • Literacy in technology and systems in current use in the Insurance industry
  • Time management and multi-tasking skills, with the ability to prioritise workload
  • Demonstrable high level of Professionalism, Customer Service skills and the ability to work autonomously
  • Proven sales development and communication skills
  • Tier 1 preferred RG146 compliant and Equivalent of Certificate IV of General Insurance (or commitment to complete)
  • Exposure/knowledge/experience of general insurance products (ideally underwriting or claims)
  • Someone that has experience delivering initiatives/process improvements (i.e. small projects)
  • Must be able to work autonomously, pro-active self-learner
  • Ability to build close relationships with stakeholders/customers


Why us?

There's so much more to a career with Bendigo and Adelaide Bank than just banking. 

Get real benefits, work life balance and flexibility. You bring your brilliant mind and we’ll help you take your learning to the next level with on the job training and external development opportunities - we want you to shine. After all, YOU are the difference that makes us the better big bank.

We believe a diverse workforce supported by an inclusive culture is central to our success and we actively encourage applications from those who bring diversity of thought to our business. We support candidate requests for adjustment to accommodate an illness, injury or disability to equitably participate in the selection process.

Applications close 11.59 pm Tuesday, 16th August 2022.  If you’re excited to be part of an organisation with strong values and a community focus - then this could be the role for you! Apply now.


 Screening and interviews may commence prior to closing date. 

It is a condition of employment with the Bank that you are fully vaccinated against COVID-19, unless you have a medical contraindication or acute illness which prevents you from receiving the vaccine and you provide satisfactory evidence of this to the Bank.

Apply Now

Start your application here and you will be directed to a new page to complete it!

Not You?

You'll now be directed to a page to complete your application.

Label, Text, Logo, Trademark, Symbol, Sticker, Number, Home Decor
Advertisement, Poster, Text, Flyer, Brochure, Paper