Administrative Assistant

1 day ago

Sydney, New South Wales, Australia beBeeInsurance Full time $80,000 - $90,000
Job Opportunity

We are seeking an Insurance Administration Assistant to support our growing insurance advisory business.

The ideal candidate will play a critical role in the end-to-end administration of new insurance applications and client onboarding. You'll work closely with our new business team, liaise with clients and service providers, and ensure a seamless client experience throughout the insurance setup process.

Key Responsibilities
  • Prepare, lodge, and track insurance applications (paperwork and digital).
  • Liaise with the new business team and service providers for timely processing and medicals.
  • Research products to support advisers and find optimal solutions.
  • Keep clients updated and maintain accurate records.
  • Maintain comprehensive and up-to-date records throughout the process.
Existing Client Service
  • Serve as the main contact for existing clients, addressing enquiries promptly and professionally (by phone and email).
  • Assist clients with policy changes, renewals, and administrative requests.
  • Keep client records updated in Xplan and other relevant systems.
Administration & Support
  • Manage and update client documentation
  • Prepare quotes and assist with policy comparisons using quoting software
  • Ensure compliance by maintaining accurate and confidential client data and records.
About You
  • Strong attention to detail and accuracy in all tasks.
  • Excellent written and verbal communication skills.
  • Strong time management and organisational skills; able to prioritise and meet deadlines.
  • A client-centric, professional, and confidential approach.
  • A collaborative team player who can also work independently.
Qualifications And Experience
  • Prior experience in insurance, financial services, or a related administrative role is highly regarded.
  • Essential experience with Xplan or similar financial planning/insurance software.
  • Proficient with the MS Office Suite (Word, Excel, Outlook).
  • Understanding of insurance products and terminology (preferred, not essential).

Why This Role Matters:

This position plays a vital role in ensuring that our clients receive exceptional service and that their insurance needs are met in a timely and efficient manner.

What We Offer:

Our company offers a supportive and dynamic work environment, with opportunities for growth and development. As an Insurance Administration Assistant, you will have the chance to work with a talented team of professionals and contribute to the success of our organisation.

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