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Insurance Administrator
2 months ago
We are a leading financial advisory firm that builds deep relationships with our clients to deliver greater peace of mind about their current needs and financial futures.
With a proud history of helping Australians achieve real financial independence for over 100 years, we are the largest fiduciary certified firm in the country.
We have 12 offices across Australia, employing over 100 financial advisers and 280 staff.
The OpportunityThe position of Insurance Administrator is an essential element of our service delivery strategy.
As an Insurance Administrator, you will be primarily responsible for providing insurance administration support as part of a centralised service to our national advice business.
You will be part of a specialist team of insurance administrators, offering expert services that include implementing new policies, tracking underwriting, managing policy increases, preparing alteration quotes, and completing insurance implementation forms.
Key Responsibilities- Implement new insurance applications from submission to completion.
- Accurately input client application details, policy information, and related documents into our system.
- Communicate with insurance providers to gather information and resolve issues.
- Acquire and maintain knowledge to prepare precise alteration quotes and adhere to administration guidelines.
- Prepare accurate insurance implementation forms based on quotes and advice recommendations.
- Document and follow administration guidelines, ensure updates are recorded, and maintain consistent processes across all administration areas.
- Preferably have experience in a similar financial services role and a strong understanding of personal insurances.
- Finance-related studies are beneficial but not mandatory.
- Intermediate proficiency in Microsoft Office, experience with our system, and the ability to understand and prepare forms based on the Statement of Advice.
- Must demonstrate excellent attention to detail, the ability to meet deadlines in a dynamic environment, and strong team collaboration skills.
- Capable of professional communication with diverse staff, maintaining relationships, managing time effectively, and adapting to changes and new policies.
We are a company that values flexibility, opportunity, and celebrating individual differences.
We believe in helping our people feel good about working here, and that means providing a positive work environment and opportunities for growth and development.
We are committed to making a positive impact in people's lives and creating financial wellbeing for every Australian.
