Risk Support Administrator

5 days ago

Bonifacio Global Metro Manila, Philippines SMHL Business Inc. Full time A$60,000 - A$80,000 per year

Who We Are:

We are an Australian Financial Services Group with a network of over 100 Financial Advisors spanning across Australia. Driven by the purpose of empowering our clients through expert Financial Advice, our Advisors collaborate to craft tailored strategies for every stage of our clients' lives, covering areas such as wealth and retirement planning, superannuation, self-managed superfunds, cash flow management, insurance, Centrelink, aged care, and estate planning.

The Position:

We are seeking a motivated and detail-oriented Risk Support Administrator to join our growing team. In this role, you will provide vital support to an Australian Financial Planner specialising in Risk Protection Plans, ensuring clients receive seamless, professional service across their insurance and protection needs.

Key Responsibilities:

  • Provide administrative and client service support to the Risk Planner in managing client portfolios.
  • Assist in preparing, reviewing, and implementing Risk Protection Plans.
  • Utilise Risk Researcher and other quoting platforms to prepare accurate comparisons and reports.
  • Liaise with multiple Australian insurance providers (TAL, Clearview, Zurich, Mercer, Neos, and others).
  • Support the underwriting process for Life, TPD, Income Protection, and Trauma policies.
  • Handle claims-related queries and provide follow-up support (claims experience highly regarded).
  • Manage appointment bookings, confirmations, and diary coordination for clients.
  • Maintain accurate client records in Salesforce and other CRM systems.
  • Provide high-quality client service, including occasional direct client contact with Australian clients.
  • Collaborate with internal teams to ensure compliance with Australian financial services standards.

Qualifications:

  • 1–2 years' experience assisting Australian Financial Planners with Risk Protection Plans.
  • Proficiency in Risk Researcher and online quoting platforms.
  • Strong knowledge of Australian insurers, underwriting processes, and claims handling.
  • Experience in Salesforce is highly regarded.
  • Excellent communication skills, both written and verbal.
  • High attention to detail, strong organisational skills, and ability to work independently.
  • A client-focused mindset, with the ability to build strong working relationships.
  • A proactive, problem-solving attitude with a commitment to learning and growth.

This is an exciting opportunity to work closely in a one-on-one partnership with a highly regarded Risk Planner based in Mackay, who writes a high volume of both Personal and Business Risk Insurance annually. For the right candidate, the role also offers potential to extend into investment advice and research support in the future.

This position offers a hybrid working arrangement combining remote work flexibility with office-based collaboration.

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