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Insurance Solutions Specialist
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#707485
Full Time
Job Description
Full job description
Insurance Solutions Specialist
Location: MELBOURNE, VIC, AU, 3008
SYDNEY, NSW, AU, 2000
HOBART, TAS, AU, 7000
Employment Type: Max Term Full Time
Make a real difference by supporting members through critical life moments
Build specialist expertise across insurance, superannuation and family law
10-month Max-Term role, based in Hobart, Melbourne or Sydney
The opportunity to join our team
We’re seeking dedicated and empathetic Insurance Solutions Specialist to join our Operations – Adviser & Client Services team. In this role, you’ll deliver specialised, end-to-end support across insurance, family law and financial hardship matters, managing a portfolio of complex cases during critical life moments for members. You’ll work closely with internal teams, insurers and external stakeholders to ensure accurate, compliant and empathetic outcomes. This is a hands-on role suited to someone who thrives in detail, values customer care, and is passionate about supporting vulnerable members.
Key Responsibilities:
Manage end-to-end insurance, claims underwriting and family law processes, including documentation, follow-ups and lodgements
Process superannuation transactions such as payment splits, withdrawals and claims in line with legislative and trust deed requirements
Liaise empathetically and professionally with members, insurers, lawyers and beneficiaries to progress and resolve cases
Provide tailored support to vulnerable members with care, discretion and sensitivity
Capture data, manage workflows and meet service levels and quality standards
Identify, raise and escalate risk and compliance issues
Contribute to continuous improvement and share knowledge across the team
Participate in a rotating insurance and/or financial hardship phone roster
What you will bring:
Proven experience in superannuation, insurance or financial services
Sound knowledge of superannuation legislation, eligibility and trust deed requirements
Understanding of insurance cover types, claims and underwriting processes
Knowledge of superannuation withdrawals, rules and restrictions
Foundational understanding of family law as it relates to superannuation
Familiarity with death benefit nominations and eligibility requirements
Awareness of fraud prevention and ATO/Centrelink compliance obligations
Strong attention to detail with the ability to manage complex cases
Clear, empathetic communicator, particularly with vulnerable clients
Proactive, collaborative approach with a focus on quality and continuous improvement
To Apply
Read more about why you should join our team https://www.insigniafinancial.com.au/careers/working-with-us/why-join-our-team.
Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.
Please note that applications from agencies will not be considered at this time.
We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.
Insurance Solutions Specialist
Location: MELBOURNE, VIC, AU, 3008
SYDNEY, NSW, AU, 2000
HOBART, TAS, AU, 7000
Employment Type: Max Term Full Time
Make a real difference by supporting members through critical life moments
Build specialist expertise across insurance, superannuation and family law
10-month Max-Term role, based in Hobart, Melbourne or Sydney
The opportunity to join our team
We’re seeking dedicated and empathetic Insurance Solutions Specialist to join our Operations – Adviser & Client Services team. In this role, you’ll deliver specialised, end-to-end support across insurance, family law and financial hardship matters, managing a portfolio of complex cases during critical life moments for members. You’ll work closely with internal teams, insurers and external stakeholders to ensure accurate, compliant and empathetic outcomes. This is a hands-on role suited to someone who thrives in detail, values customer care, and is passionate about supporting vulnerable members.
Key Responsibilities:
Manage end-to-end insurance, claims underwriting and family law processes, including documentation, follow-ups and lodgements
Process superannuation transactions such as payment splits, withdrawals and claims in line with legislative and trust deed requirements
Liaise empathetically and professionally with members, insurers, lawyers and beneficiaries to progress and resolve cases
Provide tailored support to vulnerable members with care, discretion and sensitivity
Capture data, manage workflows and meet service levels and quality standards
Identify, raise and escalate risk and compliance issues
Contribute to continuous improvement and share knowledge across the team
Participate in a rotating insurance and/or financial hardship phone roster
What you will bring:
Proven experience in superannuation, insurance or financial services
Sound knowledge of superannuation legislation, eligibility and trust deed requirements
Understanding of insurance cover types, claims and underwriting processes
Knowledge of superannuation withdrawals, rules and restrictions
Foundational understanding of family law as it relates to superannuation
Familiarity with death benefit nominations and eligibility requirements
Awareness of fraud prevention and ATO/Centrelink compliance obligations
Strong attention to detail with the ability to manage complex cases
Clear, empathetic communicator, particularly with vulnerable clients
Proactive, collaborative approach with a focus on quality and continuous improvement
To Apply
Read more about why you should join our team https://www.insigniafinancial.com.au/careers/working-with-us/why-join-our-team.
Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.
Please note that applications from agencies will not be considered at this time.
We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.
