We're looking for an experienced Insurance Specialist to take ownership of the operational
side of our insurance division — from pre-assessments and underwriting, product research and
quoting, to implementation and claims management. This is a hands-on role for someone who
enjoys managing complex workflows and helping advisers deliver high-quality insurance
outcomes for members by dealing directly with insurers, our members and our
Paraplanners/Advisers.
This is not a purely administrative position. You'll become a key part of the insurance advice
process and play a central role in ensuring recommendations are implemented accurately,
efficiently, and professionally.
The Role
You'll manage the end-to-end insurance workflow across four key areas:
- Prospect management & pre-assessments
- Insurance needs analysis support & risk research
- Insurance implementation & underwriting
- Claims management
You'll work closely with Advisers, Paraplanners and Member Assist while also acting as a
key liaison with insurers and underwriting teams.
Experience & Skills
- Experience in life insurance within financial advice
- Strong understanding of Australian retail insurance products
- Familiarity with underwriting and claims processes
- Understanding of superannuation ownership structures preferred
- Strong written and verbal communication skills
- High attention to detail
- Experience with CRM/workflow systems
- Ability to prioritise and manage deadlines independently
Key Responsibilities
Prospect & Pre-Assessment Management
- Review insurance questionnaires and identify underwriting concerns
- Coordinate insurer pre-assessments
- Liaise with insurers regarding medical, occupational and financial disclosures
- Track and manage outstanding requirements
- Prepare underwriting summaries for Advisers
- Maintain accurate CRM and workflow records
Insurance Needs Analysis & Risk Research
- Assist in preparing insurance needs analysis calculations
- Research and compare insurance providers and policy structures (Risk Researcher)
- Analyse product definitions, occupation classes, underwriting philosophies and
- pricing
- Prepare adviser-ready comparison reports and quote modelling
- Coordinate handover to Paraplanning for SOA preparation
Insurance Implementation & Underwriting
- Manage insurance applications from signed SOA through to policy commencement
- Coordinate medical requirements, financial evidence and insurer requests
- Liaise with members throughout underwriting
- Manage altered terms offers and policy amendments
- Confirm policies are correctly implemented and in force
- Deliver policy schedules and welcome communications
- Maintain file compliance and document management standards
Claims Management
- Notify insurers and coordinate claims lodgements
- Pre-complete claims documentation for members where possible
- Manage follow-ups and outstanding requirements
- Liaise with claims assessors and medical providers
- Keep Advisers and clients informed throughout the claims process
- Confirm when benefit claim has been processed
This role offers the opportunity to become a genuine specialist within a growing insurance
division, with meaningful involvement across strategy implementation, underwriting and
claims support.
To apply, please send your resume and a short cover letter outlining your experience in
insurance and financial advice support.
