Risk Insurance Specialist
8 months ago
Join a dynamic team and culture that values its people
- Sydney Location
- Work closely with our State Advice Teams
Shadforth Financial Group is one of Australia's leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of mind about their current needs and financial futures. We have a proud history of helping Australians achieve real financial independence for close to 100 years, and today are the largest fiduciary certified firm in Australia. Shadforth is an award-winning brand with 12 offices across Australia, employing over 100 financial advisers and 280 staff.
At Shadforth we hold ourselves accountable for maintaining the highest standards of professionalism, investing significantly in developing people's skills and offering careers, not just jobs.
**The Role**
Excellent opportunity to join our Shadforth Business in the position of Risk Insurance Specialist.
The Risk Specialist will be measured on their ability to meet the state insurance budget.
**Key Responsibilities**:
- Liaise with advice teams to assist in the preparation of risk insurance strategies for their clients
- Conduct regular training and coaching sessions with various advice teams to uplift capability and strategy knowledge
- Use Xplan to determine and analyse the most suitable solution for the client including comparison of existing providers, suitable alternative and product replacement advice
- Liaise with both underwriting (UW) and the client to negotiate the best outcomes for our clients in the event of sub-standard terms i.e. exclusion or loading
- Work with the PWA and client in obtaining additional information that could lead to a better UW outcome
- Review advice with PWA in the event of revised terms to consider the appropriateness of the advice
- Work with the Head of State(s) and Private Wealth Adviser to identify new business opportunities, strategies to improve in force retention and growth
- Drive marketing campaigns
**To be successful in this role you will possess**:
- High level of technical knowledge in personal and business risk
- Intermediate level knowledge of the Microsoft Office suite of programs
- Intermediate to Advanced knowledge of Xplan, especially Risk Researcher module
- Ability to build relationships at all levels and gain trust quickly
- Solid influencing skills with a real passion for risk and business development
- Post -graduate financial planning qualifications
**Benefits**
- Development opportunities at an ASX top 200 company
- A professional, supportive and friendly culture
- A range of corporate and lifestyle benefits
**The Business**
Insignia Financial is one of Australia's leading wealth management organisations, undertaking a rapid and exciting transformation. The Insignia Financial group has been helping Australians secure their future since 1846. Over the decades, we have grown substantially to become a leading provider of quality financial services and are listed on the Australian Securities Exchange in the ASX top 200 (ASX: IFL).
**To Apply**
Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.
-
Insurance Strategy
7 months ago
Sydney, Australia Newlane Risk Full timeInsurance Strategy & Advice Specialist Following recent acquisitions and continued growth, we are looking someone with existing industry experience in paraplanning and the ability to take the lead on the ongoing analysis and improvement of the advice process within the business. You will be responsible for leading the strategy and advice process...
-
Third Party Risk Specialist Technology
2 months ago
Sydney, Australia Risk Full time**We are Woolworths Group** We are Woolworths Group. 200,000+ bright minds, passionate hearts, and unique perspectives across Australia and New Zealand. Connected by a shared Purpose - 'to create better experiences together for a better tomorrow'. That Purpose fuels our ambition to explore new ideas, make brave commitments, and innovate better ways to meet...
-
Specialist, Risk
3 months ago
Sydney, Australia YanCoal Full timeSupport Yancoal’s Risk & Insurance team whilst developing your skills. - You will support day-to-day operations of Yancoal’s Risk and Insurance function. - Part time 4 days a week, based in Sydney CBD - 12 months fixed term contract with a potential to extend **Who are we?**: - Welcome to Yancoal. For nearly 20 years, we have been supporting the...
-
Specialist, Finance Risk
3 days ago
Sydney, Australia Insurance Australia Group Full timeCreate impact as a** Specialist, Finance Risk** **YOUR ROLE** **ABOUT YOU** - You’ll have excellent strategic thinking skills with an ability to identify problems; research, consider and synthesise many pieces of information; coordinate the design of options/solutions. - You have experience in risk management and embedding cultural change. - You’ll...
-
Head of Risk
7 months ago
North Sydney, Australia Zurich Insurance Full time**A new adventure awaits** At Zurich we’re on a journey to lighting the way to a brighter futurea brighter future for you - focused on your career, your wellbeing, and your community - as well as our customers and the planet. We take pride in uniting our people within an energized culture that empowers everyone to focus on what matters most to our...
-
Specialist, Esg Underwriting
8 months ago
Sydney, Australia Insurance Australia Group LTD Full timeSpecialist, ESG Underwriting & Emerging Insurance Risks Have meaningful impact as a **Specialist, ESG Underwriting & Emerging Insurance Risks.** Join the largest insurance group in Australia and New Zealand. **Your Role** Join IAG's Chief Underwriting office (CUO) Risk team in this NEWLY create role as a Specialist, ESG Underwriting & Emerging and...
-
Risk and Insurance Manager
7 months ago
Sydney, Australia Mayday Recruitment Full timeMAYDAY are excited to be looking for a Risk and Insurance Manager to work with an award-winning organisation who really make a difference through designing specialist solutions to provide, protect and replenish natural resources and preserve the environment. As the Risk and Insurance Manager, you will play a crucial role in managing and mitigating risk...
-
Specialist, Esg Underwriting
8 months ago
Sydney, Australia Insurance Australia Group LTD Full timeHave meaningful impact as a **Specialist, ESG Underwriting & Emerging Insurance Risks.** Join the largest insurance group in Australia and New Zealand. **Your Role** Join IAG's Chief Underwriting office (CUO) Risk team in this NEWLY create role as a Specialist, ESG Underwriting & Emerging and Evolving Insurance Risks (EEIR). You will be part of a team who...
-
Specialist, Operational Risk Insights
2 weeks ago
Sydney, Australia Insurance Australia Group Full time**READY FOR ANYTHING** At IAG, our purpose is to make your world a safer place. We are customer led and data driven and believe we have important responsibilities to enable the communities and people we service to be safer, stronger and more confident. In order to deliver on this purpose, we expect our people to demonstrate the IAG Spirit, take reasonable...
-
Risk and Assurance Specialist
3 months ago
North Sydney, Australia Zurich Insurance Full time**How does 5 weeks leave per year, an impactful career that you’ll truly love, and working for a great organisation that empowers wellbeing sound like to you?** **A new adventure awaits** At Zurich we’re on a journey towards a brighter futureA brighter future for you - focused on your career, your wellbeing, and your community - as well as our...
-
Administrator - Risk and Insurance
7 months ago
Sydney, Australia Mayday Recruitment Full timeMAYDAY Recruitment is excited to partner with an award-winning global organisation, in search of an experience administrator. Join a company that truly makes a difference through designing specialist solutions to provide, protect and replenish natural resources and preserve the environment. Grow your career in the organisation's Risk and Insurance...
-
Risk Specialist, Climate Risk
7 months ago
Sydney, Australia APRA Full timeRisk Specialist, Climate Risk The Risk Specialist is an integral member of the Climate Risk team who work collaboratively across APRA to support the supervision of climate risk in APRA's engagement with Banking Insurance and Superannuation entities. This includes supporting the training and upskilling of supervisory team members, and supporting supervisory...
-
Specialist, Reporting, Risk Architecture
2 weeks ago
Sydney, Australia Insurance Australia Group Full timeREADY FOR ANYTHING At IAG, we live and work by our purpose to make your world a safer place. We are motivated by a unique culture that celebrates honesty, creativity, empathy, equity and collaboration. We call it the IAG way, and it means we all share a ‘ready for anything’ mindset that sets the tone for positive actions and positive outcomes. We put...
-
Compliance Specialist
7 months ago
Sydney, Australia Risk Full time**We are Woolworths Group **We are Woolworths Group. 200,000+ bright minds, passionate hearts and unique perspectives connected by a shared Purpose - ‘to create better experiences together for a better tomorrow.’ It’s that Purpose that fuels our ambition to explore new ideas, make brave commitments and innovate better ways to meet the food and everyday...
-
Risk Specialist, Climate Risk
7 months ago
Sydney, Australia Australian Prudential Regulation Authority (APRA) Full timeThe Risk Specialist is an integral member of the Climate Risk team who work collaboratively across APRA to support the supervision of climate risk in APRA’s engagement with Banking Insurance and Superannuation entities. This includes supporting the training and upskilling of supervisory team members, and supporting supervisory team members as they...
-
Solutions Specialist
2 weeks ago
Sydney, Australia Risk Solutions Full timeLexisNexis Risk Solutions powers compliant and assured customer transactions to help build an interconnected, vibrant financial ecosystem. Through data and analytics that spans financial crime screening, fraud & investigations, and payment efficiency services we create unmatched confidence and efficiency for our customers to enable financial inclusion while...
-
Manager, Risk Information Management
1 week ago
Sydney, Australia Insurance Australia Group Full time**The Role** IAG Group Chief Risk Office is currently in a transformation phase for risk data and reporting. This transformation can see you be part of a newly formed team, contributing to uplifting the value proposition of risk reporting and offers scope for progression. The purpose of the ‘Manager, Risk Information Management - Data, Analytics and...
-
Head of Risk Advisory
2 weeks ago
North Sydney, Australia MLC Life Insurance Full timeMLC Life Insurance. We have been protecting Australians for over 130 years. We respect the role we play in providing peace of mind for our customers, and we never lose sight of it. **Our Purpose** MLC Life Insurance is one of Australia’s leading life insurance specialists and a member of the Nippon Life Insurance Group, one of the world’s leading...
-
IT Risk Manager
7 months ago
Sydney, Australia QBE Insurance Full time**Primary Details** Time Type: Full time Worker Type: Employee - **Location: Sydney**: - **Type: Permanent, full time** **The opportunity** Reporting into the Head of Cyber Risk in GHO, the IT Risk Manager (Line 2) is responsible for the continued operation and embedment of the Group wide risk management framework. You will work closely with Group and...
-
IT Risk Manager
7 months ago
Sydney, Australia QBE Insurance Full time**Primary Details** Time Type: Full time Worker Type: Employee - **Location: Sydney**: - **Type: Permanent, full time** **The opportunity** Reporting into the Head of Cyber Risk in GHO, the IT Risk Manager (Line 2) is responsible for the continued operation and embedment of the Group wide risk management framework. You will work closely with Group and...