Life Insurance Administrator

Life Insurance Administrator
Full-time | Permanent | Sydney, NSW
About the opportunity
Are you an organised administrator with experience in Life Insurance, looking for your next opportunity?
Join Avant’s MI Life Insurance Enablement team as a Life Insurance Administrator, where you’ll play an important role in supporting the administration of existing life insurance policies and helping deliver a positive experience for our members.
You’ll manage a variety of administrative tasks across policy maintenance, member enquiries, payments, underwriting and claims, ensuring requests are handled accurately, efficiently and professionally. Working closely with members, third parties and insurers, you’ll help keep processes running smoothly while providing timely support and general advice within the scope of the role.
If you’re detail-oriented, have experience in Life Insurance, enjoy problem-solving and take pride in delivering excellent service, we’d love to hear from you.

What you’ll be doing

Member enquiries: Manage administration inboxes and respond to member and third-party enquiries via phone and email, ensuring requests are actioned or escalated promptly.
Policy administration: Process policy updates, payment changes, document reissues and member notices, maintaining accurate records across administration systems.
Underwriting support: Coordinate routine underwriting requirements for existing policy upgrades and liaise with insurers to resolve queries.
Claims administration: Issue claim forms, request and follow up supporting documentation, and submit completed requirements to insurers.
Compliance and service: Maintain accurate documentation, identify and escalate complaints appropriately, and ensure all activities align with internal procedures and regulatory requirements.
Team support: Assist with general administrative tasks and contribute to the smooth day-to-day operation of the team.

What you’ll bring

Previous administrative experience in life insurance, financial advice or adviser services.
Strong attention to detail and a commitment to maintaining accurate records and documentation.
Excellent written and verbal communication skills, with a professional and member-focused approach.
Confidence using Microsoft Office, particularly Outlook, Word and Excel, along with CRM or administration systems.
The ability to manage competing priorities, follow processes and work effectively as part of a team.

Highly regarded

Experience in life insurance administration and policy maintenance (essential)
RG146 Tier 1 Life and Superannuation qualifications.
Knowledge of superannuation, financial planning and life insurance regulatory requirements.
Experience using Xplan or similar financial planning CRM platforms.
An understanding of General Advice boundaries and the importance of working within regulatory requirements.