insurance+ is seeking a operations-focused qualified to oversee the client transition as advisers move to our team. You will ensure adviser codes update at life companies, and policy data shifts into Xplan, with every client assigned to a new adviser.
You will report to the Head of Financial Advice, collaborate with advisers, the operations team, client engagement and our offshore team. This is a full-time role based in Neutral Bay.
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📌 Life Insurance Transitions & Operations Specialist (Sydney)
🏢 insurance+
📍 Sydney
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