Life Insurance Administrator

Avant Mutual Group; Sydney; On-site; AUD 60,000 - 75,000; Full time

Job summary

Avant Mutual Group is seeking a Life Insurance Administrator to support the administration of existing life policies and deliver a positive member experience. The role spans policy maintenance, member enquiries, payments, underwriting and claims, with emphasis on accuracy and professional service.

Ideal candidates will have life insurance administration experience, strong attention to detail, excellent communication, and proficiency with Microsoft Office and CRM systems.

Qualifications

• Experience in life insurance administration or adviser services.
• Knowledge of regulatory requirements within life insurance and superannuation.

Responsibilities

• Handle member enquiries via phone and email, ensuring timely responses.
• Process policy updates, payments, and notices with accurate record-keeping.
• Coordinate routine underwriting requirements and liaise with insurers to resolve queries.
• Issue and follow up on claim forms and supporting documentation for submission.
• Maintain documentation and escalate complaints per internal procedures.
• Support team operations and contribute to smooth day-to-day activities.

Skills

Life insurance administration

CRM systems

Microsoft Office

Education

RG146 Tier 1 Life and Superannuation qualifications

Tools

Xplan

Job description

Are you an organised administrator with experience in Life Insurance, looking for your next opportunity?

Join Avant’s MI Life Insurance Enablement team as a Life Insurance Administrator, where you’ll play an important role in supporting the administration of existing life insurance policies and helping deliver a positive experience for our members.

You’ll manage a variety of administrative tasks across policy maintenance, member enquiries, payments, underwriting and claims, ensuring requests are handled accurately, efficiently and professionally. Working closely with members, third parties and insurers, you’ll help keep processes running smoothly while providing timely support and general advice within the scope of the role.

If you’re detail-oriented, have experience in Life Insurance, enjoy problem-solving and take pride in delivering excellent service, we’d love to hear from you.

What you’ll be doing

• Member enquiries: Manage administration inboxes and respond to member and third-party enquiries via phone and email, ensuring requests are actioned or escalated promptly.
• Policy administration: Process policy updates, payment changes, document reissues and member notices, maintaining accurate records across administration systems.
• Underwriting support: Coordinate routine underwriting requirements for existing policy upgrades and liaise with insurers to resolve queries.
• Claims administration: Issue claim forms, request and follow up supporting documentation, and submit completed requirements to insurers.
• Compliance and service: Maintain accurate documentation, identify and escalade complaints appropriately, and ensure all activities align with internal procedures and regulatory requirements.
• Team support: Assist with general administrative tasks and contribute to the smooth day-to-day operation of the team.

What you’ll bring

• Previous administrative experience in life insurance, financial advice or adviser services.
• Strong attention to detail and a commitment to maintaining accurate records and documentation.
• Excellent written and verbal communication skills, with a professional and member-focused approach.
• Confidence using Microsoft Office, particularly Outlook, Word and Excel, along with CRM or administration systems.
• The ability to manage competing priorities, follow processes and work effectively as part of a team.

Highly regarded

• Experience in life insurance administration and policy maintenance (essential)
• RG146 Tier 1 Life and Superannuation qualifications.
• Knowledge of superannuation, financial planning and life insurance regulatory requirements.
• Experience using Xplan or similar financial planning CRM platforms.
• An understanding of General Advice boundaries and the importance of working within regulatory requirements.