This is an exciting opportunity to join Ironbark Financial Group as a Policy Servicing Support team member within our Wealth Protection team. You'll play a key role in supporting clients and advisers while contributing to an exciting team environment.
Working closely with the Wealth Protection team, you'll help support with client administration in policy updates, scheduling meetings, managing workflows and assisting with claims.
This role is well suited to someone who enjoys building relationships, takes pride in delivering exceptional client service and is looking to further develop their career within a growing financial services group.
Key Responsibilities
- Actively engage with stakeholders to enhance the client and team experience through strong administration support.
- Coordinate client meetings as required.
- Support clients with initial and ongoing claims.
- Liaise with clients, product providers and internal stakeholders to facilitate timely outcomes.
- Ensure client information remains accurate, compliant and up to date.
- Manage follow-up actions and ongoing client service requirements.
- Work collaboratively with the Wealth Protection team to achieve positive client outcomes.
About You
- Previous office administration, client service or financial services experience, in particular implementing personal insurance advice will be highly regarded but is not essential.
- Strong relationship-building and stakeholder management skills.
- Excellent organisational skills with the ability to manage competing priorities.
- High attention to detail and a commitment to quality outcomes.
- Strong written and verbal communication skills.
- Ability to work effectively within a regulated environment.
- A proactive approach and genuine passion for client service.
We are particularly looking for someone who demonstrates:
- Humility and a collaborative mindset.
- Drive, initiative and accountability.
- Strong emotional intelligence and professionalism.
- A commitment to delivering outstanding client outcomes.
Qualifications
- Qualifications in Business Administration, Personal Insurance or a related discipline are desirable but not essential.
- Ability to satisfy pre-employment screening requirements.
Remuneration
Remuneration package offered ranges between $75,000 - $85,000, including superannuation and, dependent on qualifications, experience, and demonstrated capability.
About Us
Ironbark Financial Group is Australia's trusted home of great advice.
With offices across Queensland, New South Wales, Victoria, the Australian Capital Territory and Tasmania, we support Australians through quality financial advice and wealth solutions.
Our business brings together experienced advisers and specialist professionals who share a commitment to helping clients live their best possible lives. Guided by a client-first mindset, we work collaboratively to deliver tailored advice and meaningful outcomes for the people and communities we serve.
As our business continues to grow, we remain focused on creating an environment where our people feel supported, connected and empowered to succeed. You'll find a culture where ideas are welcomed, collaboration is encouraged and long-term career development is genuinely supported.
Why Join Ironbark?
We believe that great businesses are built by great people.
At Ironbark, we're committed to creating an environment where our people can do their best work, continue to grow and enjoy being part of a supportive and collaborative culture.
Depending on role requirements and eligibility, our people may have access to benefits and initiatives including:
- Career progression opportunities across a growing national group
- Ongoing learning and development opportunities
- Health and wellbeing initiatives
- Paid parental leave (subject to eligibility requirements)
- Community and volunteer leave
- Employee recognition programs
- Employee assistance services
Above all, we're proud of the culture we've built. A culture where people support each other, celebrate success together and genuinely care about delivering great outcomes for clients and colleagues alike.
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Policy Servicing Support employer: Ironbark Financial Group
Ironbark Investment Solutions is an exceptional employer, offering a dynamic work environment in the heart of Sydney with a flexible hybrid working arrangement. Employees benefit from a collaborative culture that prioritises professional growth and development, alongside competitive remuneration packages that reflect their skills and experience. Joining Ironbark means being part of a dedicated team committed to delivering outstanding client outcomes while enjoying the unique advantages of working in a leading financial services firm.
