Insurance Administration Manager

• Lead a national insurance administration function supporting advisers and clients across the business in Shadforth Financial Group
• Drive efficient insurance application, claims and policy administration processes
• Permanent Position based in Melbourne

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

We have an exciting opportunity for a Life Insurance Administration Manager to join our Advice business. Reporting to the Insurance Team Lead, you will oversee the delivery of a centralised insurance administration service that supports advisers and clients nationally. This role is responsible for managing workflows, maintaining administration standards and ensuring the efficient implementation of insurance applications and claims through to completion. You will act as a key support partner to Advice teams, Risk Specialists and insurers while driving consistency, accuracy and service excellence across all insurance administration activities.

Key Responsibilities:

• Oversee the day-to-day operation and workflow management of the Life Insurance Administration function
• Ensure efficient implementation and completion of insurance applications in line with documented procedures
• Support Advice teams with insurance administration processes, policy alterations and application enquiries
• Manage insurance claims through to completion in accordance with established service standards
• Maintain accurate client, policy and application records within Xplan
• Liaise with insurers to obtain information, resolve issues and escalate matters where required
• Prepare and review insurance alteration quotes across multiple insurance providers
• Ensure insurance implementation forms are accurately prepared and prepopulated in line with Statements of Advice
• Maintain, review and enhance documented procedures to ensure consistency and compliance
• Support Risk Specialists, Advisers and support staff with insurance-related queries and administration support
• Maintain knowledge of insurer adviser portals, processes and industry requirements

What you will bring:

• Previous experience in a similar insurance administration or financial services role
• Strong knowledge of personal insurance products and processes
• Demonstrated experience working within a fast-paced, client-focused environment
• Experience using Xplan and Microsoft Office applications
• Strong written and verbal communication skills
• Ability to manage competing priorities and meet deadlines
• Excellent attention to detail and commitment to delivering high-quality outcomes
• Strong organisational and time management capabilities
• Ability to build trusted relationships with advisers, insurers and internal stakeholders
• Collaborative approach with the ability to work effectively across teams
• Adaptability and willingness to embrace change, new policies and procedures
• A proactive mindset with a focus on continuous improvement and service excellence

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.  

Along the way, you’ll be free to learn new skills, grow, and get great things done. 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 https://www.insigniafinancial.com.au/careers/working-with-us/why-join-our-team.

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.