Job Description
Office based in the central location of the Junction!
Supportive and people-first culture with a focus on training and development
Enjoy an RDO each month, income protection, and a collaborative team environment
If you're someone who thrives in a supportive workplace, brings strong administration skills, and enjoys engaging meaningfully with clients, this could be the perfect opportunity for you!
About the Company
Australian Financial Risk Management (AFRM) has been a leader in the Australian Risk Advice industry for over 28 years, supporting more than 3,500 clients nationwide. Committed to prioritising people before profit, AFRM's success is fuelled by a cohesive team with shared values of Respect, Honesty, Integrity, Fairness, Ethics, and Care.
About the opportunity
This is a fantastic opportunity for an experienced administrator who is confident, people-oriented, and comfortable speaking with clients about their insurance policies and upcoming premium payments. You’ll be responsible for answering queries, assisting with policy matters, and connecting clients with the appropriate adviser when needed to focus on retaining them as clients to assist client satisfaction and facilitating better outcomes during life's crucial decisions.
In this busy, client-facing role, you’ll also be a key point of contact between the local team, the offshore team, and insurers, ensuring the retention process runs smoothly. You’ll work closely with the offshore team to support process improvements and training initiatives.
Key Responsibilities
Answer incoming calls in a polite and professional manner
Respond to non-payment of premiums and liaise with clients accordingly
Work closely with the offshore team to gather information and reports around client non-payments
Assist Directors and Advisers with day-to-day administrative needs
Maintain client records in the Insyte, including address updates and general housekeeping
Provide clients with accurate information and direct more complex queries to Advisers
Assist with special projects including reporting on client retention trends
Maintain efficient filing systems and shared network/email folders
Enter data into Insyte and Trello
Update insurance schedules and conduct research into existing policies
Build and maintain strong relationships with clients, insurers, referral partners and offshore colleagues
Ensure accuracy and attention to detail across all administrative tasks
About the benefits
Alongside offering a great work culture where you will feel genuinely supported by your team and employer. You will also enjoy the benefit of a roster day off per month (RDO). This additional day off allows you to strike the perfect work-life balance, attending to personal tasks or indulging in an extended weekend getaway!
About you
To join their exceptional team, we’re looking for an individual who demonstrates:
Experience in administration within a fast-paced environment
A proactive approach to understanding client insights, with natural curiosity
A high level of attention to detail
A passion for what you do, supported by a helpful, empathetic, and solutions-focused attitude
Accurate and precise data entry skills
Professional presentation, with strong verbal and written communication abilities
Working knowledge of the MS Office Suite
A willingness to learn all aspects of the business, with a positive attitude
An inquisitive, compassionate and helpful nature, underpinned by genuine care for others
Overall life experience and a willingness and commitment to learn is what is required in ideal candidates!
How to apply
To learn more about key responsibilities, company culture and the associated benefits of this opportunity, contact Olivia Evans on 02 4927 2025 or oliviae@peoplefusion.com.au for a confidential discussion.
Alternatively, click "Apply" to submit your covering letter and CV.
Interviews will commence immediately; therefore, early applications are encouraged.
At peoplefusion we don’t just accept diversity and inclusion —we celebrate it! We strive to create an environment of equal opportunity regardless of race, gender, sexual orientation, gender identity or expression, lifestyle, age, religion or physical ability, and welcome applications from people from all backgrounds. If you require any assistance with your application, please don’t hesitate to contact us.
