Life Insurance Administration

Lotus People; Sydney; On-site; AUD 62,000 - 69,000; Full time

Job summary

Lotus People is seeking a proactive Life Insurance Administrator to join a busy team in Sydney on an initial three-month assignment. You will manage life insurance applications, coordinate underwriting requirements and liaise with advisers, clients and insurers to clear outstanding cases and improve turnaround times.

Based in Surry Hills, this role focuses on strengthening service delivery while contributing to more efficient processes as the business grows.

Qualifications

• Previous life insurance experience is highly regarded.
• Transferable experience in financial planning, wealth management, or financial services administration is encouraged.
• Confidence communicating with clients, advisers and external stakeholders by phone and email.
• Strong organisational skills to manage multiple applications and competing priorities.
• Availability to commence promptly for the initial three-month assignment.
• Valid Australian working rights, including temporary visas.

Responsibilities

• Manage new life insurance applications from submission through to completion.
• Coordinate underwriting requirements, medical reports and outstanding documentation.
• Follow up pending applications and resolve outstanding cases to improve turnaround times.
• Liaise directly with financial advisers, clients, insurers and underwriting teams.
• Process policy amendments, cancellations, renewals and other servicing requests.
• Respond to telephone and email enquiries with timely, professional updates.
• Maintain accurate records and ensure compliance with financial services procedures.
• Identify process improvements and contribute to more efficient administration workflows.

Skills

Life insurance experience

Financial services administration

Client communication

Organisation & multitasking

Immediate start

Australian working rights

Job description

• Salary: $45–$50 per hour + super, depending on experience
• Location: Surry Hills, Sydney
• Start Date: ASAP
• Working Arrangements: Five days in office
• Hours: Monday to Friday 9:00am - 5:00pm
• Assignment: Initial 3-month temporary assignment with potential to extend

ROLE DETAILS

• Salary: $45–$50 per hour + super, depending on experience
• Location: Surry Hills, Sydney
• Start Date: ASAP
• Working Arrangements: Five days in office
• Hours: Monday to Friday 9:00am - 5:00pm
• Assignment: Initial 3-month temporary assignment with potential to extend

ABOUT THE COMPANY

Join a growing Australian financial services organisation supporting a national network of financial advisers. With a collaborative, hands on team and an exciting period of growth ahead, the business is expanding its centralised life insurance administration offering. This is an opportunity to join a supportive environment where your ideas are valued, processes are evolving and your contribution will make a difference to advisers and their clients.

ABOUT THE ROLE

We're seeking a proactive Life Insurance Administrator to join a busy team on an initial three-month assignment. You'll manage life insurance applications, coordinate underwriting requirements and liaise directly with advisers, clients and insurers. With a focus on clearing outstanding cases and improving turnaround times, you'll play a key role in strengthening service delivery while helping shape more efficient processes as the business continues to grow.

DUTIES

• Manage new life insurance applications from submission through to completion
• Coordinate underwriting requirements, medical reports and outstanding documentation
• Follow up pending applications and resolve outstanding cases to improve turnaround times
• Liaise directly with financial advisers, clients, insurers and underwriting teams
• Process policy amendments, cancellations, renewals and other servicing requestsRespond to telephone and email enquiries, providing timely and professional updates
• Maintain accurate records and ensure compliance with relevant financial services procedures
• Identify process improvements and contribute to more efficient administration workflows

SKILLS & EXPERIENCE

• Previous experience in life insurance is highly regarded
• Candidates with transferable experience in financial planning, wealth management, superannuation or financial services administration are also encouraged to apply
• Confidence communicating directly with clients, advisers and external stakeholders over the phone and via email
• Strong organisational skills with the ability to manage multiple applications and competing priorities
• Availability to commence promptly and commit to the initial three-month assignment
• Valid Australian working rights, including suitable temporary visas

OUR RECRUITMENT PROCESS

At Lotus People, we are committed to fostering diversity, equity and inclusion. We encourage applicants from all backgrounds to apply and will ensure a fair and equitable recruitment process.

Every application we receive is reviewed by a real person, never by AI. If your experience aligns with the requirements of the role, a consultant will be in touch within 2–3 business days for an initial phone screen. Shortlisted candidates will then proceed to a virtual interview with the consultant managing the role.

Due to the volume of applications and the specific nature of our briefs, we are unable to take phone enquiries about roles before an application is submitted. We ask that all interested candidates please apply online and wait to hear from us. Rest assured, we respond to every applicant, regardless of the outcome, so you will not be left wondering.

Additional information

• Join a growing financial services business just minutes from Central Station
• Fantastic learning opportunity to manage and improve processes with a new team
• Immediate start for three months with potential to extend