Life Insurance Transitions and Operations Coordinator

About the role

We are seeking a Life Insurance Transitions and Operations Coordinator to join insurance+ on a full-time basis. This position is based in Neutral Bay, NSW, offering a dynamic opportunity to support the coordination and execution of life insurance transitions and operational activities. In this role, you will be instrumental in ensuring smooth operational processes, managing transitions effectively, and supporting the broader insurance brokerage team. This position offers the chance to develop expertise in life insurance operations whilst contributing to the success of our clients and business objectives.

What you'll be doing

• Coordinating life insurance transition activities, including policy transfers, migrations, and system implementations

• Managing operational workflows and ensuring timely completion of transition-related tasks and deliverables

• Liaising with internal teams and external stakeholders to facilitate smooth transitions and resolve operational challenges

• Maintaining accurate records and documentation throughout transition processes and day-to-day operations

• Monitoring timelines, deadlines, and project milestones to ensure transitions are completed efficiently

• Providing administrative support to the life insurance operations team and management

• Identifying process improvements and contributing to the optimisation of operational procedures

• Supporting compliance and quality assurance activities within life insurance operations

• Assisting with client communication and enquiry management related to transitions and policy matters

What we're looking for

• Proven experience in insurance operations, brokerage administration, or a related field within the insurance or financial advice industry

• Strong organisational and project coordination skills with the ability to manage multiple tasks and priorities simultaneously

• Excellent written and verbal communication abilities and proficiency in liaising with diverse stakeholders

• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint) , Xplan and comfort with insurance portals

• Attention to detail and accuracy in record-keeping and documentation

• Problem-solving capabilities and a proactive approach to identifying and resolving operational issues

• Ability to work both independently and collaboratively within a team environment

• Understanding of life insurance products, policy administration, and regulatory requirements is highly desirable

• Experience with transition management, process mapping, or systems implementation would be advantageous

What we offer

At insurance+, we believe in creating a supportive and rewarding workplace for our employees. We offer a comprehensive benefits package designed to support your wellbeing and career development. Our benefits include competitive remuneration, opportunities for professional development, a collaborative and inclusive team environment, and access to employee wellbeing programmes. We are committed to fostering a culture where diverse perspectives are valued and every team member can thrive.

About us

insurance+ is a dynamic insurance advice firm dedicated to delivering exceptional service and tailored insurance solutions to our clients. With a focus on life insurance and comprehensive coverage options, we pride ourselves on our expertise, professionalism, and commitment to client success. Our team comprises experienced professionals who are passionate about the insurance industry and committed to supporting clients through their insurance journey. We operate with integrity, transparency, and a genuine commitment to understanding and meeting our clients' evolving needs. At insurance+, we believe that a strong, knowledgeable, and supportive team is essential to achieving our mission and delivering outstanding results for both our clients and our business.

Apply now

If you are interested in this opportunity and meet the above criteria, we would love to hear from you. Please submit your CV, a cover letter detailing your relevant experience, and any supporting documentation to our recruitment team. We look forward to learning more about how you can contribute to the insurance+ team.