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Insurance Operation Coordinator

2 weeks ago


Sydney, New South Wales, Australia beBeeInsurance Full time $85,000 - $110,000

We are seeking a detail-oriented and proactive Insurance Operations Specialist to support our growing insurance advisory business. The ideal candidate will play a critical role in the end-to-end operations of new insurance applications and client onboarding.

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  • New Business & Client Onboarding

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.

  • 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 & Operational 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

  • Key Attributes

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 operations 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).