Client Service Admin | Risk / Insurance

Client Services Administrator / Adviser Assistant – Insurance & Risk
North Sydney | Hybrid Working | Award-Winning Financial Services Firm

The Position

Our client is a respected and growing financial advisory business seeking a Risk Client Service Officer to join their specialist Risk advice team. This is a hands-on, client-facing role spanning insurance administration, underwriting and claims management, and stakeholder relationship-building. The successful candidate will serve as the vital link between the firm's Risk Advisers and their clients, delivering exceptional service across a broad portfolio of personal and group insurance. Candidates who are detail-oriented, thrive in a fast-paced environment, and take genuine pride in delivering outstanding client outcomes are encouraged to apply.

The role offers a $90,000 package (inclusive of superannuation).

Key Responsibilities

Responsibilities will include, but are not limited to:

• Serving as the primary point of contact for clients and third-party professionals, managing administrative queries across phone and email with timely follow-through
• Overseeing and monitoring insurance administration workflows, prioritising tasks and ensuring appropriate urgency is applied at every step
• Processing and managing underwriting and claims accurately and efficiently across both retail and group insurance, collaborating closely with Advisers on complex cases
• Building and maintaining strong relationships with Underwriters and insurer stakeholders to support the best possible client experience from application through to claim
• Assisting with ongoing insurance client maintenance including policy updates, overdue premiums, cancellations, quotes, pre-assessments, risk schedules, reductions, and changes of client details
• Conducting quality reviews of outsourced administrative work to ensure service standards are consistently met
• Proactively identifying and leading process improvement initiatives that support better client outcomes and more efficient internal operations

About You

The ideal candidate will be a proactive and service-driven professional who brings technical capability and a genuine commitment to client care, including:

• Experience in personal or group insurance administration, preferably within financial services or a financial advice business
• Solid understanding of underwriting processes, claims management, and insurer engagement
• Strong organisational skills with the ability to manage competing priorities and high volumes of work without compromising quality
• Excellent written and verbal communication skills, with a professional and client-first approach
• High attention to detail and a strong commitment to accuracy and compliance
• Proficiency in Microsoft Office; experience with financial planning or insurance platforms advantageous
• A proactive, solutions-focused mindset and the confidence to take ownership of outcomes in a fast-paced environment

Why Join

• Be part of a specialist Risk advice team within one of Australia's most respected financial advisory businesses
• Exposure to a broad range of clients and complex insurance matters across retail and group
• Supportive, collaborative culture with a genuine focus on professional development and continuous learning
• Real opportunity to influence how they operate and make a tangible difference to the client experience
• Modern North Sydney offices

For those looking to join a business that genuinely invests in its people and prides itself on delivering outstanding client outcomes, this is an opportunity worth exploring.