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Reinsurance & Program Business Specialist
Weekday (YC W21)
Posted: 9/17/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Life Insurance, Private Health Insurance, and Financial Planning while ensuring compliance and quality in a regulated environment. Possesses strong communication and customer engagement skills to effectively educate clients and manage referrals.
Highest-signal resume keywords
RG146 QualifiedTelephone-Based Sales ExperienceCompliance KnowledgeCustomer Engagement SkillsOrganisational Skills
About the role
Key responsibilities & impact- Manage and provide leads from referral partners relating to Life Insurance, Private Health Insurance and Financial Planning needs
- Own the referral process and ensure the most appropriate offering based on the customer
- Assist customer queries over the phone through inbound and outbound calls and digital channels
- Educate customers on the full range of products and services so they can make informed decisions
- Build knowledge of the advice industry and legislative changes
- Attend professional development and compliance training sessions
- Continuously grow knowledge and learning to provide better customer service
- Collaborate with different parts of the business on ongoing business initiatives
Requirements
What you’ll need- RG146 Qualified (General Knowledge, Life Insurance, Superannuation)
- Demonstrated ability working in a high volume, fast-paced telephone-based sales environment
- Working within a regulated environment with a strong focus on compliance and quality is highly regarded
- Excellent written and verbal communication skills
- Well-developed rapport-building and customer engagement skills
- Exceptional organisational and time management skills
- Strong work ethic with a high level of personal accountability
Benefits
Comp & perks- Access our training and development to build on your current skills
- Career development through internal mobility opportunities
- Access additional leave days a year to recharge and refresh yourself
- Wonderful Health and Wellbeing initiatives
- Supportive and inclusive managers
- Flexible working arrangements
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Life InsurancePrivate Health InsuranceFinancial PlanningSales Process ManagementCustomer Education
Soft Skills
Communication SkillsRapport-BuildingTime ManagementOrganisational SkillsWork Ethic
Certifications & Qualifications
RG146 Qualification
Industry Keywords
Regulated EnvironmentCompliance TrainingAdvice IndustryCustomer ServiceInbound CallsOutbound Calls