Insignia Financial20 jobs

Insurance Administration Manager

Mid levelFull-timeOfficeSydney NSW, AustraliaMelbourne VIC, AustraliaPosted 1 week agoVerified 1 week ago
Pending fitX of Y criteria met

About the job

This job is about leading a national insurance administration function that supports advisers and clients at Shadforth Financial Group. The role is crucial in driving efficient insurance application, claims, and policy administration processes, ensuring a high standard of service excellence. The team values collaboration and a proactive mindset, creating a supportive environment where everyone can thrive.

You'll be responsible for

⚙️

Overseeing operations

Oversee the day-to-day operation and workflow management of the Life Insurance Administration function
✅

Implementing insurance applications

Ensure efficient implementation and completion of insurance applications in line with documented procedures
📑

Managing insurance claims

Manage insurance claims through to completion in accordance with established service standards

Key criteria

📄

Insurance administration experience

Proven experience in insurance administration or financial services roles.

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🖥️

Xplan proficiency

Demonstrated experience using Xplan for insurance processes.

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📊

Knowledge of personal insurance

Strong understanding of personal insurance products and processes.

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5 criteria for this job
Insurance administration experience
Proven experience in insurance administration or financial services roles.

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Xplan proficiency
Demonstrated experience using Xplan for insurance processes.

View

Knowledge of personal insurance
Strong understanding of personal insurance products and processes.

View

Time management skills
Ability to manage competing priorities and meet deadlines effectively.

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Relationship-building ability
Experience building trusted relationships with advisers and stakeholders.

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