Career Opportunities in Insurance

6 days ago

Sydney, New South Wales, Australia beBeeOperations Full time $90,000 - $120,000

Insurance Operations Specialist Job

We are seeking a skilled and detail-oriented professional to join our team as an Insurance Operations Specialist. This role plays a critical part in the end-to-end operations of new insurance applications and client onboarding.

The Role
  • We need someone with strong operations skills, excellent communication abilities, and a client-centric approach to work closely with our new business team, liaise with clients and service providers, and ensure a seamless client experience throughout the insurance setup process.
  • This is an ideal opportunity for someone who can provide exceptional customer service, manage multiple tasks efficiently, and maintain accurate records.
Key Responsibilities
  1. New Business & Client Onboarding: Prepare, lodge, and track insurance applications (paperwork and digital), ensuring timely processing and medicals.
  2. Assist clients with policy changes, renewals, and administrative requests, providing personalized support and guidance.
  3. Maintain comprehensive and up-to-date records throughout the process, ensuring data accuracy and security.
Required Skills and Qualifications
  • Prior experience in insurance, financial services, or a related operations role is highly regarded.
  • Essential experience with Xplan or similar financial planning/insurance software.
  • Proficient with MS Office Suite (Word, Excel, Outlook).
  • Understanding of insurance products and terminology.
Benefits
  • Work in a dynamic and collaborative environment with opportunities for growth and development.
  • Enjoy a competitive compensation package and benefits.
  • Take advantage of ongoing training and education to enhance your skills and knowledge.
About You
  • You are a detail-oriented and organized individual with excellent written and verbal communication skills.
  • You have a strong understanding of insurance principles and practices.
  • You are able to work independently and collaboratively as part of a team.

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