Description
Overview
This role is responsible for delivering accurate, timely, and high quality operational services to members, funds, insurers, and stakeholders.
It ensures daily processing is completed within service and quality standards, supports end to end member and insurance transactions, and maintains compliance with legislative and fund requirements.
The role works collaboratively across teams, actively resolves enquiries, and contributes to continuous improvement to enhance efficiency, quality, and member experience.
Please note- This is a 6 month secondment
Key Accountabilities and main responsibilities
Provide superior service to funds, members and key stakeholders meeting Service and quality standards
Complete daily processing within required Service Standards.
Ensure processing standards meet quality levels by achieving at least 98% quality of work across all elements of the role.
Process and complete all operations administrative including but not limited to: underwriting acceptances, declines, applications, member applications, correspondence, emails and follow ups
Proactively follow up receipt of underwriting documentation with members as required
Update insurance details in appropriate systems
Liaise with insurers and third parties to finalise additional insurance coverage as requested by members
Ensure compliance with all legislative, financial and fund specific procedures to minimise any risk to the business
Quality review work to minimise rework of tasks and maintain high quality standards
Complete all member transactions across funds as required
Participate and complete pre and post system for enhancements on an as needed basis
Communicate effectively with internal and external stakeholders to resolve enquiries
Contact members as needed to successful complete requests
Complete adjustments and investigations as appropriate and as instructed
Actively participate as a member of the team providing support to other areas of the business as required
Comply with all company policies, values and procedures
Suggest and identify improvement that will aim in increasing efficiency and quality standards across the business
Participate as a positive member of the team by co-operating with others to achieve the team's goals
The above list of key accountabilities is not an exhaustive list and may change from time-to-time based on business needs
Experience & Personal Attributes
Comprehensive knowledge of superannuation legislation and administrative procedures (ideally a minimum of 3 years' experience)
Accuracy and attention to detail
Sound understanding of financial information
Excellent investigative and problem solving skills
Excellent communication skills, both verbal and written
Excellent organisational and interpersonal skills
Excellent Word and Excel skills
Ability to think laterally
Experience in the financial services industry