Administrative Support Specialist for Insurance Operations

6 days ago

Sydney, New South Wales, Australia beBeeInsurance Full time $85,000 - $90,000
Job Opportunity: Insurance Administration Assistant

We are seeking a detail-oriented and proactive individual to support our growing insurance advisory business as an Insurance Administration Assistant. This role will play a critical part in the end-to-end administration of new insurance applications and client onboarding.

About the Role

The ideal candidate will work closely with our new business team, liaise with clients and service providers, and ensure a seamless client experience throughout the insurance setup process. You will be responsible for preparing, lodging, and tracking insurance applications, as well as researching products to support advisers and find optimal solutions.

You will also serve as the main contact for existing clients, addressing enquiries promptly and professionally by phone and email. Additionally, you will assist clients with policy changes, renewals, and administrative requests, and keep client records updated in relevant systems.

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.
Requirements

To succeed in this role, you will require strong attention to detail and accuracy in all tasks. Excellent written and verbal communication skills are essential, as is the ability to work effectively in a team environment. A client-centric approach and a collaborative mindset are also crucial.

Prior experience in insurance, financial services, or a related administrative role is highly regarded. Essential experience with Xplan or similar financial planning/insurance software is also required. Proficient use of the MS Office Suite (Word, Excel, Outlook) is necessary.

Benefits

In addition to working in an organisation committed to offering excellent services and opportunities to both clients and staff, you will have access to various benefits, including:

  • Opportunity to have equity ownership in a leading accounting firm.
  • Diverse range of clients to grow your skills.
  • Interstate retreats and company events.
  • Modern, bright workplaces with state-of-the-art technology.
  • Awards and bonuses for top performers.
  • Flexible work arrangements.
  • Postgraduate study support.
  • Employee Assistance Program.
  • Paid Community Service Leave.

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