Client Services Administrator / Adviser Assistant – Insurance & Risk North Sydney | Hybrid Working | Award-Winning Financial Services Firm The Position As our Risk Client Service Officer, you will be the vital link between Stanford Brown’s specialist Risk Advisers and the clients they serve. Working within our client services team, you will deliver exceptional, ‘heroic’ service across a broad portfolio of personal and group insurance clients. This is a hands-on, client-facing role that spans insurance administration, underwriting and claims management, and stakeholder relationship-building. You will be trusted to manage complex matters with care and precision, and to proactively identify better ways of working. If you are detail-oriented, thrive in a fast-paced environment, and take genuine pride in delivering outstanding client outcomes, this is an excellent opportunity to grow your career within a respected and collaborative financial advisory business. Package: $90,000 (inclusive of superannuation) Key Responsibilities Your responsibilities will include, but are not limited to: Serving as the primary point of contact for clients and third-party professionals, managing administrative queries across phone and email with timely follow-through Overseeing and monitoring insurance administration workflows, prioritising tasks and ensuring appropriate urgency is applied at every step Processing and managing underwriting and claims accurately and efficiently across both retail and group insurance, collaborating closely with Advisers on complex cases Building and maintaining strong relationships with Underwriters and insurer stakeholders to support the best possible client experience from application through to claim Assisting with ongoing insurance client maintenance including policy updates, overdue premiums, cancellations, quotes, pre-assessments, risk schedules, reductions, and changes of client details Conducting quality reviews of outsourced administrative work to ensure service standards are consistently met Proactively identifying and leading process improvement initiatives that support better client outcomes and more efficient internal operations About You We are looking for a proactive and service-driven professional who brings technical capability and a genuine commitment to client care, including: Experience in personal or group insurance administration, preferably within financial services or a financial advice business Solid understanding of underwriting processes, claims management, and insurer engagement Strong organisational skills with the ability to manage competing priorities and high volumes of work without compromising quality Excellent written and verbal communication skills, with a professional and client-first approach High attention to detail and a strong commitment to accuracy and compliance Proficiency in Microsoft Office; experience with financial planning or insurance platforms advantageous A proactive, solutions-focused mindset and the confidence to take ownership of outcomes in a fast-paced environment Why Join Us Be part of a specialist Risk advice team within one of Australia’s most respected financial advisory businesses Exposure to a broad range of clients and complex insurance matters across retail and group Supportive, collaborative culture with a genuine focus on professional development and continuous learning Real opportunity to influence how we operate and make a tangible difference to the client experience Modern North Sydney offices If you’re looking to join a business that genuinely invests in its people and prides itself on delivering outstanding client outcomes, this is an opportunity worth exploring. Consultant Alice Pipes Director Reference number: 12830 Profession:Insurance Company: Keegan Adams Date posted: 20th May, 2026
