Life Insurance Admin & Client Relations Lead

OutsourcedIn; Melbourne; On-site; Full time

Job summary

A life insurance support company is looking for a proactive Administrative Associate / Assistant to handle administrative responsibilities, support the business owner, and manage client communications. The ideal candidate will have strong communication skills, organizational abilities, and knowledge of life insurance products in Australia. This role requires proficiency with digital tools and a proactive approach to keep the business on track.

Qualifications

• Strong written and verbal communication skills.
• Excellent organizational and calendar management skills.
• Ability to work independently and prioritize effectively.

Responsibilities

• Provide assistant-level support to the business owner.
• Manage email and calendar scheduling.
• Coordinate meetings, appointments, and reminders.
• Prepare, send, and track documents using digital signing software.
• Maintain and update client information in various software.
• Draft and manage client communications and reports.

Skills

Written and verbal communication skills

Organizational and calendar management skills

Proactive approach

Understanding of The Australian Privacy Act 1988

Knowledge of life insurance products in Australia

Digital marketing experience

Tools

Gmail

Outlook

HubSpot

CDM

OmniLife

Canva

Job description

Job Title:Administrative Associate / Assistant Life Insurance Business

About the Role:
We are looking for a proactive and detail-oriented Administrative Associate / Assistant to support a Life Insurance business. This person will handle a mix of administrative responsibilities, client communication, and direct assistance to the business owner. A key part of the role will be to help keep the business owner accountable and on track of client meetings and applications.

Key Responsibilities:

• Provide assistant-level support to the business owner, including accountability tracking.
• Manage email and calendar scheduling across Gmail and Outlook.
• Coordinate meetings, appointments, and reminders to ensure deadlines and commitments are met.
• Prepare, send, and track documents using digital signing software.
• Maintain and update client information in HubSpot, CDM, and OmniLife.
• Draft and manage client communications and reports with excellent written skills.
• Support with digital marketing tasks, such as creating EDMs (email direct marketing) and simple designs or presentations using Canva.
• Assist with process follow-ups and ensure tasks are completed in a timely manner.
• Chase up payments and change of superannuation funds.

Required Skills & Experience:

• Strong written and verbal communication skills.
• Excellent organizational and calendar management skills.
• Ability to work independently and prioritize effectively.
• Proactive approach with the ability to keep the business owner accountable.
• Understanding of The Australian Privacy Act 1988
• Knowledge of life insurance products in Australia.
• Experience with digital marketing, including EDM creation.

Ideal Candidate:
Someone professional, adaptable, and highly reliable, who enjoys supporting both clients and the business owner. They are tech-savvy, comfortable with using tools like AI in their daily role, and always looking for smarter, more efficient ways to get things done. Above all, they combine strong administrative precision with excellent people skills.