Lead The Operations That Power a High-Performing Advisory Firm on the Sunshine Coast.
The Opportunity
This is a hands‑on, trusted role at the centre of a growing, advisory‑led insurance business on the Sunshine Coast. As the business continues to grow, this role plays a key part in building a sustainable, well‑run operation that supports both people and performance. The Business Operations Manager will bring structure, consistency, and momentum to the business—freeing up senior brokers to focus on clients and growth.
About the Business
Founded by Tony Venning, a recognised leader in the insurance industry with more than 20 years of international experience, Crucial Insurance & Risk Advisors is an award‑winning, boutique risk advisory firm that works with businesses across Australia. Located on the Sunshine Coast, Crucial offers a people‑first environment where practical, high‑quality work goes hand in hand with professional growth and long‑term career development.
About You
You are practical, organised, and calm under pressure. You enjoy bringing order to complexity and take pride in running a tight operation behind the scenes. You're comfortable working closely with a business owner and the wider team, balancing autonomy with genuine collaboration. You likely have experience in financial services, insurance, or another regulated environment and understand the importance of compliance, accuracy, and follow‑through. You're hands‑on, solutions‑focused, and comfortable being the go‑to person when things need to get done.
Your New Role
The Business Operations Manager is the backbone of Crucial's internal operations and forms part of the Senior Leadership Team. Alongside overseeing day‑to‑day operations, compliance, and financial administration, this role plays a central part in supporting business development by ensuring lead management, marketing activity, events, and referral processes are organised, tracked, and reported effectively.
Key Qualifications, Experience, and Skills
* Background in insurance, financial services, accounting, or similar
* Experience working with CRM and workflow systems (insurance platforms highly regarded)
* Practical financial administration experience (AP, AR, trust accounts, cashflow)
* Experience supporting business development and marketing through effective operational oversight
* Strong written and verbal communication skills
* Organised, methodical, and detail‑oriented working style
* Calm, professional approach when dealing with multiple priorities
Key Areas of Responsibility
Operational Excellence
Purpose: To ensure the business runs smoothly, consistently, and efficiently every day.
* Oversee end‑to‑end operational workflows across new business, renewals, claims, invoicing, and data management
* Maintain and improve internal systems, processes, and SOPs
* Ensure CRM, document management, and workflow tools are used correctly and consistently
* Identify inefficiencies and implement practical process improvements
* Support onboarding and training in systems and processes
Financial Administration & Control
Purpose: To maintain accurate, timely financial operations that support strong cashflow and decision‑making.
* Manage accounts payable and receivable through the broking system
* Oversee trust account reconciliations and reporting
* Prepare regular cashflow statements and financial summaries
* Maintain accurate general ledger records
* Follow up outstanding receivables in a professional, timely manner
Regulatory Compliance & Risk Support
Purpose: To ensure the business meets all regulatory and audit obligations without disruption.
* Maintain audit‑ready compliance documentation
* Oversee complaints, breach, and training registers
* Coordinate compliance reporting through external platforms and partners
* Monitor ongoing obligations under relevant ASIC and AFSL requirements
* Support internal reviews and quality assurance processes
Team Coordination & Internal Support
Purpose: To support team effectiveness and keep the business organised and connected.
* Act as a central point of coordination for internal requests
* Support brokers with documentation and administrative tasks as required
* Coordinate onboarding and internal training activities
* Assist with team meetings, communications, and events
* Support recruitment coordination when required
Business Development & Growth Support
Purpose: To support growth through strong lead management and marketing coordination.
* Ensure leads are captured, tracked, and progressed effectively
* Coordinate marketing activities, events, and industry conferences
* Maintain reporting on marketing activity and outcomes
* Support referral network tracking and development
* Assist with planning and execution of approved growth initiatives
IT, Vendor & Facilities Coordination
Purpose: To ensure systems, technology, and suppliers support the business effectively.
* Liaise with IT providers for maintenance and troubleshooting
* Manage vendor contracts, renewals, and relationships
* Maintain asset registers and equipment tracking
* Support business continuity and security protocols
* Proactively identify technology or facilities improvements
How to Apply
If you're ready to step into an exciting career role and make a meaningful impact on the team and clients, we'd love to hear from you. To be considered for the next stage, please submit:
* Your up‑to‑date resume
* A tailored cover letter specific to this opportunity
Your cover letter is your chance to stand out—we value thoughtful, relevant applications over generic submissions. Once submitted, you'll be asked to complete a short questionnaire. If shortlisted, you'll then be invited to progress through further online assessments. We commit to contacting every candidate so you know where your application is at.
Should you require further information to complete your application, please contact *****@leverageme.com.au.
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