About Us
We are a global company with a footprint in AU, NZ, USA, UK and the Philippines, providing offshore professional staffing solutions for small and medium-sized businesses across various industries, with a focus on Insurance, Home Loans, Financial Planning, Contact Centers, Banking, and Accounting. We seamlessly integrate offshore teams into businesses, helping them boost profitability, productivity, and customer focus. We specialize in delivering tailored solutions that meet the unique needs of our clients. Our approach is deeply rooted in fostering meaningful relationships and driving value for our partners.
About the Role
The successful candidate will support our CEO and team of insurance professionals by managing client interactions, organizing business workflow, reviewing and responding to emails, and collaborating with insurance providers on renewals. In addition to business responsibilities, this role will also involve personal administrative tasks such as delegating client work, handling client communications, responding to emails, and scheduling meetings and appointments. The ideal candidate will have prior experience working with clients, a strong understanding of insurance industry terminology and processes, and a passion for providing exceptional administrative support
Key Responsibilities:
• Reviewing CEO’s emails
• Delegating tasks from CEO’s emails
• Scheduling and coordinating appointments
• Data entry and file management in CRM and sharepoint
• Assisting with client inquiries and concerns
• Providing administrative support to the insurance and investment team
• Maintaining accurate and organized client records
• Organising and managing client on-boarding and review workflows
• Reviewing and working closely with insurance providers on insurance renewals
• Providing up to date, accurate insurance quotes.
• Completing Insurance and investment applications for clients.
• Organising Tele-Health appoints and insurance questionnaires.
• Completing requests/forms for clients regarding alterations.
• Organising and managing data collection for onboarding clients.
• Manage policy endorsements and cancellations.
• Maintaining and facilitating communication with customers and advisers.
• Setting up information and managing data CRM (Midwinter/Xplan).
• Review received documents and follow up on any outstanding requirements via verbal and written channels.
• Assess documentation and requests in line with financial planning rules, compliance requirements, and industry standards.
• Draft emails for Key account managers to issue to clients throughout insurance and investment process.