Insurance Administrator

Reference Number:
$50000 to $70000
Work Type:
  • Accounting and Financial Planning Firm with 50 staff members
  • Attractive Growth Path Opportunties
  • Permanent Role - Monday to Friday.
My client is a highly successful boutique accounting / financial planning practice with offices based in the heart of the Brisbane CBD.  Currently an exciting and highly rewarding opportunity has arisen for a Client Services Officer / Insurance Administrator to join the team on a permanent basis. The purpose of this role is to provide consistent superior client service and to provide high quality support and assistance to Advisers in administering and delivering client outcomes.

Duties include:
  • Data enter prospective client details in Client Relationship Management (CRM) database
  • Print and collate meeting documents for Adviser
  • Ensure appropriate authorities are prepared to allow full and free access to existing information
  • Post meeting, obtain information from relevant providers
  • Update CRM with information from Fact Find and existing providers
  • Update CRM with implemented policy/account details
  • Finalise Planner Checklist to ensure strategy completed in a compliant manner
  • General office duties such as maintaining calender, appointments, attending to emails
Skills & experience:
  • Proven CSO experience or Insurance administration experience within a financial planning firm (MANDATORY)
  • Genuine passion and motivations to kick start a career within the financial planning industry
  • Desire to obtain RG146 
  • High level communication skills (both written and verbal)
Comprehensive internal training is provided to ensure the successful candidate is provided with all the business knowledge required to successfully fulfill the requirements of the role. 

To be considered for this wonderful and exciting opportunity, please click the "APPLY" button to forward a copy of your resume (ideally in word format).  
Don't miss out apply now.  Or to find out more about this opportunity please contact Toby Walsh on 0404971247 or email
Date Posted:
Apply with LinkedIn

Interested in this job?

Don't miss out apply now.  Or to find out more about this opportunity please contact Toby Walsh on 0404971247 or email" />

Social Media

Consultant contact details

Consultant name: Harry Cooper

Email address: