We are a growing specialist insurance advice firm based in North Sydney, helping clients protect their families, businesses and lifestyles. Due to strong growth and increasing client demand, we're looking for a senior, hands-on operations/admin professional to help us maintain high standards of service, efficiency and compliance.
The Role
This is a senior support role for someone who understands retail life insurance and enjoys sophisticated admin, problem-solving and owning outcomes.
Life insurance industry experience is essential. We provide significant training and support, but you will need a solid base knowledge of life insurance products, processes and terminology to be effective in the role.
You will be responsible for:
Claims & Escalations
* Managing and coordinating insurance claims, including liaison with insurers and clients.
* Acting as an escalation point for missed premiums, lapses and complex client queries.
* New Business & Workflow Management
* Overseeing new business flow and suspense tracking to ensure cases move efficiently through to completion.
* Monitoring outstanding requirements and driving them to resolution.
Application & Advice Support
* Application Management: Completing and submitting insurance applications on behalf of clients, ensuring accuracy and compliance.
* Insurance Summaries: Preparing clear, concise insurance summaries for client meetings and Statements of Advice.
* Review Pack Preparation: Preparing high-quality review packs and documentation ahead of client meetings.
* Underwriting Liaison: Communicating with insurance underwriters to request pre-assessments and assist in finalising cases.
* In-Force Quoting: Generating and comparing in-force policy quotes to support client reviews and recommendations.
CRM & Process Excellence
* CRM Data Entry: Maintaining accurate, up-to-date client records in our CRM with precision and confidentiality.
* Maintaining high service, compliance and quality standards in all work.
* Supporting team members and proactively identifying process and client experience improvement opportunities.
Irregular onsite parking is available if required.
About You
You'll thrive in this role if you:
* Have proven experience in the life insurance industry (advice practice, licensee or insurer – e.g. admin, new business, underwriting support, claims).
* Bring a substantial base level of life insurance knowledge, and are keen to build on it with further training.
* Enjoy owning complex cases and seeing them through to resolution.
* Have excellent attention to detail and are comfortable working with policies, forms and data.
* Communicate clearly and professionally with clients, insurers and colleagues.
* Are confident working onsite, 5 days per week, as part of a close-knit, collaborative team.
* Are comfortable working in a growing business where initiative and continuous improvement are valued.
Ideally you'll also have:
* Experience in a specialist risk / life insurance advice environment.
* Solid understanding of underwriting, claims and in-force policy processes.
* Experience using a financial planning / insurance CRM.
What We Offer
* The opportunity to be a key senior support person in a growing, specialist firm.
* Interesting, varied work across claims, new business and client servicing.
* Significant training and support to deepen your technical and process knowledge.
* A supportive environment that values professionalism, accountability and high standards.
* North Sydney office with irregular parking available when needed.
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