Job Description
Work at the office in The Junction, close to shops and the beach
Enjoy 1 Roster Day off per month
Join a team that will offer you a strong focus on training and development
If you’re someone who has strong administration skills, enjoys engaging with clients, and approaches work with a people-first mindset, 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. AFRM’s client value proposition is to protect people from financial hardship when things go wrong. AFRM believes that great insurance advice leads to the best possible claims and health outcomes for clients. Committed to prioritising people before profit, AFRM's success is fueled by a cohesive team with shared values of Respect, Honesty, Integrity, Fairness, Ethics, and Care.
About the opportunity
This is an excellent role for someone who thrives in administration, is a natural problem solver, demonstrates resilience, and genuinely enjoys helping others. As a Client Service Administrator, you will support AFRM clients and the adviser team, helping to enhance client satisfaction and ensure positive outcomes during some of life’s most important decisions.
In this fast-paced and busy environment, you will work with and across advice teams to handle tasks such as: Liaising directly with clients and insurers, via email, phone, MS Teams video conferencing, and face to face meetings
Co-ordinating client and insurer communications
Assisting with compiling documents for new business, review clients and general related documents
General administrative support including typing and finalisation of correspondence
Receiving and responding to telephone calls
Assisting Directors, advisers and claims manager requests
Scheduling appointments into adviser calendars
Updating insurance policy information
Co-ordinate Adviser workflow meetings
Seeing through entire process of new insurance contract submission with insurer
General support for clients to ensure the best possible experience
The benefits
In addition to a rewarding role where you can utilise your administration experience and people skills, you’ll also enjoy one rostered day off each month. This RDO supports a healthy work–life balance, giving you time to attend personal appointments or enjoy an extended long weekend.
Other benefits also include:
Group Salary Continuance insurance coverage
Employee Assistance Program support services
Access to Fitness Passport program
About you
We’re looking for someone who demonstrates:
Experience working in a busy administration environment
A proactive mindset and natural curiosity to understand client needs
Strong attention to detail
Resilience and the ability to seek guidance and troubleshoot challenges
Passion for delivering high-quality work
Accurate and precise data entry skills, to ensure effective use of CRM system and Kanban style workflow management system.
Professional presentation with excellent verbal and written communication
Good working knowledge of the MS Office Suite and Outlook
A positive attitude and willingness to learn all aspects of the business
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!
Experience in the Finance or Insurance industry is desirable, but not essential.
How to apply
To learn more about key responsibilities, company culture and associated benefits of this opportunity, please contact Olivia Evans on 4927 2025 or oliviae@peoplefusion.com.au for a confidential discussion. Alternatively, click "Apply" to submit your introductory letter and CV.
Applicants are encouraged to apply early as interviews will commence imminently.
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.
