Advice Assistant - Insurance

Avant is Australia’s leading medical defence organisation with a proud heritage of protecting Australian medical professionals for over 130 years.

Avant now represents 90,000 health practitioners and medical students across every state and territory, delivering market leading products and services to meet their professional, personal and practice needs. Building on this heritage, our vision is to be the most trusted professional partner in supporting doctors throughout their lives and careers.

As a mutual organisation, owned by members and run purely for their benefit, our members are at the centre of all we do. As well as providing products and services to our member, we play a broader community role by advocating for improvements in the healthcare system and in quality, safety and professionalism in medicine, through delivering education and research activities.

About the role:

The Advice Associate supports the Life Insurance Financial Advice team and plays a crucial role in delivering exceptional client service and support within a member-based organisation.

This position involves assisting Life Insurance Financial Advisers who specialise in life insurance products such as term life, disability, critical illness and income protection.

Key responsibilities:

• Support a small team of Life Insurance Financial Advisers, adapting to their individual styles of working.
• Booking in member appointments with the advisers.
• Contacting insurers, accountants and superannuation funds to obtain member statements and validate fact find data.
• Respond to member enquiries via phone and email.
• Managing the workflow of financial advisers, including paraplanning requests, record keeping and assisting with applications with insurers.
• Maintain member records and update information in the database.
• Collaborate with team members to improve member service processes.
• Provide a front-line process workflow quality monitoring and compliance role in the team.

Skills and experience required:

• Previous experience in client service or a similar role.
• Strong organisation, communication and interpersonal skills.
• Ability to handle multiple tasks and prioritise effectively.
• Proficiency in using client management software such as Xplan and Microsoft Office Suite.
• Problem-solving skills and attention to detail.
• Holding RG-146 certification in Life and Superannuation is advantageous.

At Avant, our people are the centre of everything we do for our members. We offer a range of benefits and opportunities to enable you to make a difference, learn, and grow in your career.

For further information, please contact Sue Allen, Talent Acquisition Business Partner on 0429 404 856.