Operations & systems administrator

The Operations & Systems Administrator is responsible for providing administrative and operational support to the Operations division and the broader McLardy McShane Partners network. This role is designed to support the National Operations Manager and Operations & Systems Coordinator through the day‐to‐day administration of operational tasks, systems support activities, onboarding administration, data maintenance, and general business support functions.

The role is highly hands‐on and operational in nature, focusing on the coordination and completion of administrative tasks that contribute to the smooth running of the business's operational systems and processes. The position plays an important support role in maintaining system accuracy, assisting users, preparing operational documentation, and ensuring onboarding and off‐boarding activities are completed efficiently.

The Operations & Systems Administrator will work closely with internal staff, Joint Venture Partners, Branches, Authorised Representatives (ARs), insurers, and external service providers to assist with operational requests, systems administration tasks, user support, and business improvement initiatives. This role provides an excellent development opportunity for someone looking to build experience in operational systems, insurance broking support, and business operations.

• Provide day‐to‐day administrative support to the Operations division and broader business.
• Assist with operational tasks, workflow coordination, and follow‐up activities across the network.
• Support the preparation and maintenance of operational records, reports, templates, and documentation.
• Assist with monitoring operational inboxes, support requests, and general enquiries.
• Coordinate and track operational tasks to ensure completion within required timeframes.

• Assist with user administration activities across operational systems including WinBEAT, INSIGHT, OfficeTech, Organise IT, SCTP, Steadfast Apps, and other related platforms.
• Support the setup of user accounts, permissions, email groups, templates, and system access requests.
• Assist with updating insurer information, referrer details, policy classes, commission structures, and document templates.
• Provide first‐level support for basic systems enquiries and escalate more complex issues where required.

• Assist with onboarding activities for new Authorised Representatives (ARs) and staff, including preparing user accounts, system access, inductions, templates, and set‐up checklists.
• Support the coordination of onboarding requirements with insurers, service providers, and internal stakeholders.
• Assist with offboarding processes including revoking access, updating records, insurer notifications, and operational administration.
• Prepare onboarding and offboarding documentation and ensure processes are completed accurately.

• Provide administrative support for operational meetings, including scheduling, agendas, action tracking, and follow‐up items.
• Assist with coordinating system training sessions, onboarding sessions, and user communications.
• Support invoice tracking, licensing administration, and operational supplier coordination.
• Assist with testing new templates, workflows, and system enhancements before implementation.
• Assist with maintaining compliance‐related operational records and administrative processes.
• Provide general support to the Operations Team and broader business as required.

• Tier 1 and/or Tier 2 in Insurance Broking (or actively working towards or willing to work towards this)
• 5+ years experience within the insurance industry

• Kind, respectful, and professional
• High levels of integrity and accountability
• Proactive and solutions‐oriented
• Strong cultural alignment with a collaborative team environment
• Comfortable working both independently and in partnership with senior leadership
• Strong administrative and organisational skills
• High attention to detail and accuracy
• Good communication and interpersonal skills
• Strong customer service and support mindset
• Ability to follow processes and manage routine tasks efficiently
• Basic troubleshooting and systems administration capability
• Ability to prioritise and manage multiple tasks
• Strong written communication and documentation skills
• Willingness to learn new systems and operational processes
• Team‐oriented approach with a proactive attitude
• Ability to build and maintain business relationships

• Previous administration, customer service, or operational support experience preferred
• Exposure to insurance broking, financial services, or operational environments advantageous
• Experience working with operational insurance systems highly regarded
• Ability to learn and adapt to multiple systems and processes quickly