Australian Life Insurance | Underwriting & Policy Implementation | Client & Insurer Liaison
About the Opportunity
We are seeking an experienced Insurance Operations Specialist to support an Australian financial services business specializing in insurance advice and insurance processing operations.
This role is ideal for candidates with a strong background in insurance administration, financial planning administration, and high-volume processing environments. You will work within established systems and procedures, providing end-to-end administrative support to insurance and advice on implementation activities.
Key Responsibilities
- Process insurance and financial planning administration tasks accurately and efficiently.
- Support insurance implementation activities and documentation preparation.
- Assist with quotes, policy applications, policy administration, and insurance-related workflows.
- Prepare and manage advice-related administrative documentation.
- Maintain accurate client and policy records within CRM and industry systems.
- Follow documented Standard Operating Procedures (SOPs) and compliance requirements.
- Coordinate workflow tasks and meet processing deadlines.
- Perform quality checks to ensure accuracy and completeness of work.
- Manage high-volume administrative workloads while maintaining attention to detail.
What We're Looking For
Essential:
- 4+ years experience in Australian Insurance Administration, Financial Planning Administration, Paraplanning Support, Wealth Management Administration, and Australian Financial Services Support.
- Strong understanding of insurance administration processes.
- Experience working within structured and process-driven environments.
- Ability to work independently with minimal supervision.
- Excellent organizational and time management skills.
- Strong attention to detail and commitment to accuracy.
- Proven ability to manage repetitive and high-volume tasks efficiently.
- Excellent written and verbal English communication skills.
You Will Thrive in This Role If You Are:
- Process-driven and highly organized.
- A fast learner with strong initiative.
- Comfortable working in a high-volume environment.
- Efficient, reliable, and proactive.
- Able to quickly learn and execute established workflows.
- Confident in handling tasks independently from day one.
- Focused on execution, quality, and turnaround times rather than client relationship management.
- Consistently delivering accurate, high-quality work.
- Following SOPs and compliance requirements without constant supervision.
- Managing multiple tasks efficiently while meeting deadlines.
- Becoming productive quickly and contributing to workflow capacity immediately.
- Supporting insurance administration processes with minimal hand-holding.
Why Join Collaborus
At Collaborus, we connect exceptional talent with growing Australian businesses and provide opportunities for long-term career growth in a supportive, people-first environment. As part of our team, you'll enjoy:
Benefits & Perks
Hybrid Work Setup
HMO Coverage with Dental Benefits
13th Month Pay
Transportation & Meal Allowance
Two-Week Paid Holiday Break Every December
15 Paid Vacation & Sick Leave Days
Weekends Off
Additional Paid Time Off for Selected Australian Public Holidays
Modern Office Located at KMC IT Park, Cebu
Pioneer Team Growth & Career Advancement Opportunities
Supportive, Collaborative, and People-First Culture
Grow Your Career with Collaborus
- Work alongside Australian clients and industry professionals.
- Gain valuable exposure to the Australian life insurance and financial services industry.
- Be part of a company that values initiative, continuous improvement, and professional development.
- Take on a high-impact role where your contributions directly influence client success and business growth.
- Join a growing organization with opportunities to develop your expertise and advance your career.
APPLY NOW!
Help us build a seamless insurance implementation experience while supporting clients through every stage of their insurance journey.
