Insurance Growth & Onboarding Advisor

Medical Insurance Group Australia; Sydney; On-site; AUD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive remuneration + 1.5% super

Income protection insurance

Free travel insurance

Wellness leave

Employee Assistance Program

Parental leave

Professional development

Flexible work arrangements

Job summary

Medical Insurance Group Australia in Sydney CBD seeks an Insurance Operations Advisor to join the Growth & Acquisition team. You will respond to enquiries, convert leads into opportunities and policies, and support onboarding for prospective members and clients, ensuring compliant, efficient service.

You will work closely with Underwriting, Business Development Advisors and other stakeholders to drive growth while delivering accurate policy information and a high-standard customer experience.

Qualifications

• Experience in insurance, financial services, sales operations or customer service environments.
• Proven ability to manage customer enquiries and follow-up activities in a fast-paced setting.
• Experience converting enquiries into successful outcomes through proactive relationship management.
• Strong administrative and organisational skills with excellent attention to detail.
• Experience using CRM platforms such as Salesforce or similar systems.
• Strong verbal and written communication skills.
• Ability to work independently while contributing to a collaborative team.
• Strong problem-solving skills and a customer-focused approach.
• Demonstrated ability to prioritise workloads and meet deadlines.

Responsibilities

• Respond to inbound enquiries across phone, email, web and campaign channels within agreed service standards.
• Issue quotes, conduct follow-up activities and assist in converting enquiries into policies and memberships.
• Support outbound calling campaigns to follow up leads, quotes and nurtured opportunities.
• Provide accurate information regarding policy coverage, exclusions, conditions and member benefits.
• Liaise with customers, Underwriting and internal stakeholders to support a smooth onboarding experience.
• Identify non-standard risks and facilitate referral to Underwriting when required.
• Maintain accurate customer, lead and opportunity records within Salesforce and related systems.
• Monitor customer progression through the lead, quote and application lifecycle.
• Support student, intern and hospital doctor engagement activities and events.
• Assist with reporting, sales operations and continuous improvement initiatives.
• Identify workflow inefficiencies and contribute to process improvement opportunities.
• Provide operational and administrative support to the broader Growth & Acquisition team.

Skills

Customer service

Sales operations

CRM (Salesforce)

Communication

Relationship management

Administrative skills

Education

Tier 2 ASIC PS146 education requirements

Tier 1 qualifications highly regarded

Tools

Salesforce

Job description

Medical Insurance Group Australia in Sydney CBD seeks an Insurance Operations Advisor to join the Growth & Acquisition team. You will respond to enquiries, convert leads into opportunities and policies, and support onboarding for prospective members and clients, ensuring compliant, efficient service.

You will work closely with Underwriting, Business Development Advisors and other stakeholders to drive growth while delivering accurate policy information and a high-standard customer experience.