Insurance Operations Specialist

At KellyPartners we operate with one clear mission: to help our people Private Business Owners and the communities we work in Be Better Off. We are committed to providing personal and professional growth opportunities to ensure all our team members are set up for a fulfilling and successful future.

About KellyPartners

• Top 20 accounting firm in Australia
• Certified Great Place to Work 3 years running
• Winner of the Australian Business Awards for Employer of Choice 2022
• Awarded one of Australias Best Workplaces for Women 2023
• Established in 2006 and growing at over 30% per annum

Why Join Us

In addition to working in an organisation that is committed to offering the best services and opportunities to both our clients and our team you will also have access to the following benefits:

• Opportunity to have equity ownership in a Top 20 Accounting Firm
• Diverse range of clients to grow your skills
• Interstate retreats and company events
• Modern bright workplaces with state-of-the-art technology
• Awards and bonuses for top performers
• WFH and flexible work arrangements
• Postgraduate study support
• Employee Assistance Program
• Paid Community Service Leave

The Opportunity

We are seeking a proactive and detail-oriented Insurance Operations Specialist to support our growing insurance advisory business. The ideal candidate will play a critical role in the end-to-end operations of new insurance applications and client onboarding. Youll work closely with our new business team liaise with clients and service providers and ensure a seamless client experience throughout the insurance setup process. This is an excellent opportunity for someone with a strong operations mindset offering growth potential both within the role and as part of our expanding company.

Key Responsibilities

New Business & Client Onboarding

• Prepare lodge and track insurance applications (paperwork and digital).
• Liaise with the new business team and service providers for timely processing and medicals.
• Research products to support advisers and find optimal solutions.
• Keep clients updated and maintain accurate records.
• Maintain comprehensive and up-to-date records throughout the process.

Existing Client Service

• Serve as the main contact for existing clients addressing enquiries promptly and professionally (by phone and email).
• Assist clients with policy changes renewals and administrative requests.
• Keep client records updated in Xplan and other relevant systems.

Administration & Operational support

• Manage and update client documentation
• Prepare quotes and assist with policy comparisons using quoting software
• Ensure compliance by maintaining accurate and confidential client data and records.
• Maintaining and optimising the end-to-end operational flow of existing processes

About You

Key Attributes

• Strong attention to detail and accuracy in all tasks.
• Excellent written and verbal communication skills.
• Strong time management and organisational skills; able to prioritise and meet deadlines.
• A client-centric professional and confidential approach.
• A collaborative team player who can also work independently.

Qualifications and Experience

• Prior experience in insurance financial services or a related operations role is highly regarded.
• Essential experience with Xplan or similar financial planning/insurance software.
• Proficient with the MS Office Suite (Word Excel Outlook).
• Understanding of insurance products and terminology (preferred not essential).