Insurance Administrator

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

The position of Insurance Administrator (IA) is an essential element of the Shadforth service delivery strategy. The IA is primarily responsible for providing insurance administration support as part of a centralised service to the national advice business.

The insurance administration function operates as a specialist team of insurance administrators, offering expert services that include implementing new policies, tracking underwriting, managing policy increases, preparing alteration quotes, and completing insurance implementation forms.

Key Responsibilities :

• Help implement new insurance applications from submission to completion.
• Accurately input client application details, policy information, and related documents into XPLAN.
• Communicate with insurance providers to gather information and resolve issues.
• Acquire and maintain knowledge to prepare precise alteration quotes and adhere to administration guidelines.
• Prepare accurate insurance implementation forms based on quotes and advice recommendations.
• Document and follow administration guidelines, ensure updates are recorded, and maintain consistent processes across all administration areas.

What you will bring :

• Preferably have experience in a similar financial services role and a strong understanding of personal insurances, with office based work experience.
• Finance-related studies are beneficial but not mandatory.
• Intermediate proficiency in Microsoft Office, experience with XPlan, and the ability to understand and prepare forms based on the Statement of Advice.
• Must demonstrate excellent attention to detail, the ability to meet deadlines in a dynamic environment, and strong team collaboration skills.
• Capable of professional communication with diverse staff, maintaining relationships, managing time effectively, and adapting to changes and new policies.

To Apply

Read more about why you should 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.