New Business Administrator

6 days ago

Council of the City of Sydney, Australia ClearView Wealth Limited Full time

Overview

You/'ll be an integral part of our Operations team - we offer great career progression opportunities

Role updated for clarity: ClearView is seeking an entry-level New Business Processor to support growth in our Life Insurance offerings. You/'ll process new applications, assist with additional business, and ensure all work meets the highest Financial Services standards. If you/'re organized, keen to learn, and excited by the opportunity to grow, this role is for you.

Responsibilities

Primary (Key) Responsibilities

- The complete administration of New Business applications whilst in proposal / underwriting for our Direct Products
- Liaise with Underwriters and Direct Sales agents accordingly
- Responding internal & customer queries in writing and via the telephone
- Meeting all service standards and quality objectives
- Following up external parties for further information such as medical professionals; other internal departments

Secondary Responsibilities

- Ad-hoc requests / tasks from management when required
- Relationship building (internal / external)
- Filing / General Office Administration
- Reception duty when required

Experience and Qualifications

- Required / Highly Regarded or beneficial
- Administration experience
- Specific Life insurance experience - preferred

Attributes or Skills

- Customer Service Orientation
- Prioritisation and organisational skills
- Relationship building & communication skills (internal / external)
- Complaint resolution skills
- Basic Project Management Skills
- Insurance industry systems experience
- Microsoft Office Experience

Benefits

- Workplace flexibility - We have a hybrid working model, giving you the opportunity to work from home 2 days per week. This supports balancing career with family, health and personal time.
- Employee Referral Program - successfully refer a friend and receive $1,000
- Extended Parental Leave - 16 weeks paid Parental leave
- Additional Leave - Up to another full week of paid leave
- Volunteer Day - 2 days of paid leave to volunteer in the community per year
- IPAC rewards - discounts and cash-back at over 350+ retailers
- LinkedIn Learning - Over 6,000 courses and accreditations available to all staff
- Reward & Recognition Program - Quarterly & Annual Awards
- Staff Discounts - 27.5% discount on ClearView/'s life insurance product
- Study Assistance - Financial assistance for approved learning and time off to study

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