Life Insurance Administrator at Avant | AU | Rezi

Life Insurance Administrator at Avant

Life Insurance Administrator

Avant · AU

1 weeks ago

Life Insurance Administrator

Avant · AU

13 days ago
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About the Role

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.

Responsibilities

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

Requirements

  • 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.
  • 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.

Skills

  • Life Insurance
  • Administration
  • Microsoft Office
  • Outlook
  • Word
  • Excel
  • CRM
  • Xplan

Location

  • Sydney, NSW

Work Type

  • Full-time
  • Permanent

Experience Level

  • Previous administrative experience

Education Level

  • RG146 Tier 1 Life and Superannuation qualifications

About the Company

  • Avant supports doctors so they can serve Australia's diverse communities. Having diversity in our workforce brings valuable perspectives and strengthens our ability to support healthcare professionals.

Equal Opportunity

  • We therefore welcome applications from people of all backgrounds, including Aboriginal and Torres Strait Islander peoples, people from culturally diverse communities, LGBTQIA+ individuals, people with disabilities, and those with caring responsibilities.
  • Our inclusive workplace is somewhere everyone can succeed.