Insurance Coordinator

3 weeks ago

Sydney, New South Wales, Australia Perpetual Limited Full time

Perpetual Private is seeking an experienced Insurance Coordinator, that exceeds contract to work alongside our Advisors in providing effective Personal Insurance administration support.

This role is focused on efficiency of procedures and accuracy of outputs enabling the teams to deliver strategy to our clients and provide a level of service that exceeds client expectations.

Sounds interesting? Here are some specifics about the opportunity:

  • Timely updating and record keeping of CRM with client and policy details
  • including monthly insurance policy renewal monitoring and updating.
  • Document preparation for client meetings insurance schedules, policy research, and other required review documentation.
  • Policy alteration & advice implementation, as requested by clients and Advisers.
  • Liaising with insurers and clients for all related enquiries.
  • Managing and coordinating insurance claims.
To be considered for this opportunity, your qualifications, skills and experience could include:

  • Ideally minimum 2 years' experience in a personal risk insurance administration position.
  • Strong initiative & willingness to learn.
  • Effective time management, prioritising & organizational skills.
  • Strong attention to detail & excellent written and verbal communication skills.
  • Contributes to build & maintain a highperformance culture.
Our opportunity

We'd love to learn more about how your interests and experience could be a fit.

Here at Perpetual, we are committed to supporting a flexible working environment enabling you to work how and where you work best.

Our benefits

  • Market competitive Parental Leave
  • Access to our Wellbeing Benefits and Perpetual Discounts providing discounts and special offers on entertainment, clothing, homeware, gift cards, technology, travel, dining and more
Why join us?

You'll be joining a growing client-focused and collaborative global team with a values and purpose-driven culture.

Each and every day our people bring to life our enterprise behaviours - Stretch, Own It, and Make an Impact.

We value Diversity and Inclusion and know that the unique backgrounds, experiences, and perspectives of our people contribute immensely to the delivery of our purpose and strategy.

We're living this commitment as a WGEA Employer of Choice for Gender Equality and have a growing number of employee-led networks to raise awareness and promote Diversity and Inclusion at Perpetual.

We are extremely proud to work directly with over 23 Aboriginal language groups in various communities across Australia and we pay our respects to all Aboriginal and Torres Strait Islander People:
and to their Elders past and present. Aboriginal and Torres Strait Islander People are strongly encouraged to apply.

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