Administration Officer - Life Insurance Advice

True North Insurance Pty Ltd; Willoughby; On-site; AUD 70,000 - 80,000; Part time

Benefits offered by this job

Competitive salary

Flexible schedule

Central location

Job summary

True North Insurance Pty Ltd is seeking an Administration Officer to support life insurance advice with a client-focused, organised approach. The role offers a flexible schedule (3-5 days per week) and a competitive salary package, pro-rated for part-time arrangements, based in Chatswood above Chatswood Station.

You will liaise with advisers, insurers, and clients, maintain accurate records, and ensure timely responses.

Qualifications

• Professional, reliable and client focused.
• Highly organised with ability to manage multiple priorities.
• Strong attention to detail and accuracy.
• Positive, proactive and solutions oriented.
• Takes ownership and follows tasks through to completion.
• Good written and verbal communication skills.
• Experience in life insurance/financial services admin is a bonus.
• MS Office skills required; AI skills are a plus.

Responsibilities

• Support advisers with pre- and post-meeting administration.
• Provide a responsive, professional client experience.
• Respond promptly to client enquiries.
• Liaise with insurers regarding new business, underwriting and policy servicing.
• Maintain accurate client records and documentation.

Skills

Professional demeanor

Reliability

Organisational skills

Attention to detail

Communication skills

MS Office proficient

AI literacy

Tools

MS Office

Job description

Administration Officer - Life Insurance Advice

True North Insurance Pty Ltd – Chatswood NSW

Salary: $70,000 - $80,000 Package (Pro-rata for part-time)

About Us

We are a boutique financial advice practice specialising in life insurance. We have a highly experienced, client-focused team and a reputation for exceptional service and claims support. This is an ideal opportunity for an experienced administrator looking for a flexible role within a supportive and growing team.

What's on offer:

• Competitive salary package based on experience.
• Opportunity to work with experienced advisers and teams.
• Flexible role available between 3-5 days per week.
• Easily accessible office location, directly above Chatswood Station.
• Supportive and collaborative team culture.

We’re looking for someone who:

• Is professional, reliable, approachable and client focused.
• Is highly organised and capable of managing multiple priorities simultaneously.
• Possesses strong attention to detail and a commitment to accuracy.
• Is positive, proactive and solutions focused.
• Takes ownership of tasks and follows them through to completion.
• Has good written and verbal communication skills.
• Previous experience in life insurance, financial planning or financial services administration a bonus.
• Has strong Microsoft Office skills. AI skills are a plus

Your key responsibilities will be to:

• Support advisers with pre- and post-meeting administration.
• Provide a responsive, professional and personal client experience.
• Respond promptly to client enquiries.
• Liaise with insurers regarding new business, underwriting and policy servicing requests.
• Maintain accurate client records and documentation