Insurance Officer
3 days ago
About La Trobe Financial
La Trobe Financial is Australia's leading alternative asset manager, helping Australians build better futures for over 70 years. With $21 billion in assets under management and the trust of 120,000 customers, we've grown through a commitment to service, innovation, and putting people first.
We don't just deliver retirement income – we shape lives, careers, and communities. Our culture is built on trust, excellence, accountability, and a shared purpose: to make a meaningful difference every day.
Build your future with us.
The Opportunity
The Insurance Officer will primarily be responsible for administering, coordinating, and managing La Trobe Financial's insurance portfolio. This role ensures that adequate insurance coverage is in place, claims are managed effectively, and compliance obligations are met.
Key Responsibilities
- Coordinate placement, renewal, and the maintenance of all insurance policies.
- Monitor claim outcomes and escalate disputes or complex cases as required.
- Maintain a register and provide regular reporting.
- Function as the first point of contact for internal and external customers.
- Manage insurance inbox in a timely manner ensuring certificates of currency are processed and input in the system in a timely manner.
- Email requests are allocated and responded to within SLA.
- Review expired policies and ensure customers are updated on system.
- Review and action Insurance reporting.
- Other duties as instructed by operations manager and or executive.
About You
- Excellent customer service skills.
- Strong written and verbal communication.
- Knowledge of the General Insurance Code of Practise and understanding insurance products desirable.
- High data entry and experience in accurately processing data.
- Time management skills.
- Ability to maintain multiple tasks in a fast-paced environment.
- Problem solving and conflict resolution skills.
Employee Benefits
We're all about balance – delivering great work and enjoying the journey. Alongside a competitive salary, here are some perks that make working with us even better:
- Celebrate your birthday – with a paid day off, just for you
- Give back – with paid volunteer days to support causes you care about;
- More time for you – purchase additional annual leave when you need it;
- Support for families – 18 weeks paid primary carer parental leave plus superannuation contributions;
- Wild perks – free annual membership to Taronga Zoo and Collingwood Football Club
- Wellbeing first – access to our Employee Assistance Program (EAP);
- Keep growing – with ongoing training and development opportunities;
- Unforgettable socials – from team events to celebrations you'll actually want to attend and
- Retail therapy – enjoy discounts through Reward Gateway.
Diversity & Inclusion
We're committed to creating a workplace where everyone feels respected, valued, and safe. We welcome applications from people of all backgrounds and proudly support an inclusive recruitment process and work environment. If you require adjustments at any stage of the process, please let us know, we're here to help.
Please note that only shortlisted candidates will be contacted.
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