08 Nov
|
True North Insurance
|
Sydney
08 Nov
True North Insurance
Sydney
Administration Officer - Life Insurance Advice
True North Insurance Pty Ltd – Chatswood NSW
Salary:$70,000 - $80,000 Package (Pro-rata for part-time)
About Us
We are a boutique financial advice practice specialising in life insurance.
We have a highly experienced, client-focused team and a reputation for exceptional service and claims support.
This is an ideal opportunity for an experienced administrator looking for a versatile role within a supportive and growing team.
What's on offer:
Competitive salary package based on experience.
Opportunity to work with experienced advisers and teams.
Flexible role available between 3-5 days per week.
Easily accessible office location, directly above Chatswood Station.
Supportive and collaborative team culture.
We're looking for someone who:
Is professional, reliable, approachable and client focused.
Is highly organised and capable of managing multiple priorities simultaneously.
Possesses strong attention to detail and a commitment to accuracy.
Is positive, proactive and solutions focused.
Takes ownership of tasks and follows them through to completion.
Has good written and verbal communication skills.
Previous experience in life insurance, financial planning or financial services administration a bonus.
Has robust Microsoft Office skills.
AI skills are a plus
Your key responsibilities will be to:
Support advisers with pre- and post-meeting administration.
Provide a responsive, professional and personal client experience.
Respond promptly to client enquiries.
Liaise with insurers regarding new business, underwriting and policy servicing requests.
Maintain accurate client records and documentation
#J-*****-Ljbffr
📌 Administration Officer - Life Insurance Advice (Sydney)
🏢 True North Insurance
📍 Sydney