Date: 28 Aug 2024
Location:
Melbourne, VIC, AU, 3000 Brisbane, QLD, AU, 4000 Sydney, NSW, AU, 2000 Perth, WA, AU, 6000 Hobart, TAS, AU, 7000
Employment Type: Permanent Full Time
Creating financial wellbeing for every Australian
Permanent full time opportunity.
Location: Agnostic.
Shadforth Financial Group is one of Australia's leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of mind about their current needs and financial futures. We have a proud history of helping Australians achieve real financial independence for 100 years, and today are the largest fiduciary certified firm. Shadforth is an award-winning brand with 12 offices across Australia, employing over 100 financial advisers and 280 staff.
At Shadforth we hold ourselves accountable for maintaining the highest standards of professionalism, investing significantly in developing people's skills and offering careers, not just jobs.
The opportunity to join our team The position of Insurance Administrator (IA) is an essential element of the Shadforth service delivery strategy. The IA is primarily responsible for providing insurance administration support as part of a centralised service to the national advice business.
The insurance administration function operates as a specialist team of insurance administrators, offering expert services that include implementing new policies, tracking underwriting, managing policy increases, preparing alteration quotes, and completing insurance implementation forms.
Key Responsibilities Help implement new insurance applications from submission to completion.
Accurately input client application details, policy information, and related documents into XPLAN.
Communicate with insurance providers to gather information and resolve issues.
Acquire and maintain knowledge to prepare precise alteration quotes and adhere to administration guidelines.
Prepare accurate insurance implementation forms based on quotes and advice recommendations.
Document and follow administration guidelines, ensure updates are recorded, and maintain consistent processes across all administration areas.
What You Will Bring Preferably have experience in a similar financial services role and a strong understanding of personal insurances, with office based work experience.
Finance-related studies are beneficial but not mandatory.
Intermediate proficiency in Microsoft Office, experience with XPlan, and the ability to understand and prepare forms based on the Statement of Advice.
Must demonstrate excellent attention to detail, the ability to meet deadlines in a dynamic environment, and strong team collaboration skills.
Capable of professional communication with diverse staff, maintaining relationships, managing time effectively, and adapting to changes and new policies.
Make your move. Make your mark. What gets us excited about working here? Helping people do more with their money. From those starting out to those retiring. As your team, we'll show up for you and together we will create financial wellbeing for every Australian. Because we know people who are confident about their financial future live better lives.
If this sounds like your kind of career, you sound like our kind of person. Here, you'll be making a positive impact in people's lives straightaway – and every day. The first point of contact for our clients whenever they need support.
Around here, we like to call it "putting our fingerprints on the future".
Showing Up For Every Australian We're one of Australia's leading financial wellbeing organisations, helping people feel good about their money. This starts by helping our people feel good about working here. That means flexibility. Plenty of opportunity. And celebrating all the unique things that make you, you – what matters to you, matters to us.
To Apply Read more about why you should join our team here .
Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.
Please note that applications from agencies will not be considered at this time.
We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.
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