Personal Insurance Advice Support

Key Responsibilities1. Sales & Adviser Support

• Work closely with advisers and the sales team to support new business and ongoing client management
• Create, manage, and maintain call lists, follow-up schedules, and adviser task lists
• Ensure advisers are fully prepared for client calls and meetings, with accurate documentation and notes
• Act as a Personal Assistant to advisers, helping prioritise workloads, deadlines, and case progression
• Proactively flag bottlenecks, delays, or missing information before they become issues

2. End-to-End Insurance Administration

• Manage the full insurance application process from post–fact find through to policy issuance
• Prepare, lodge, and track applications across Australian insurer portals
• Coordinate underwriting requirements, including:
• Medical evidence
• Questionnaires
• Financials and supporting documentation
• Liaise with insur...