Adviser Administration Consultant
Adviser Administration Consultant
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Job Description
This role is accountable for the effective centralised management and maintenance of TALs various Distribution Agreements databases and associated functions including clients and dealerships requests on servicing and distributors portfolio matters. You will be required to communicate with and engage with customers advisers and dealer group representatives and collaborate with senior stakeholders within the business using a variety of communication strategies (facetoface written telephone group presentation). More broadly this function ensures that our dealer and adviser records are up to date and accurate in order to maintain the integrity of customer data and ensure appropriate records management.
In this role you will:
- Responsible for the maintenance and updates of TALs distribution agreements and schedules.
- Accountable for the final approval of agreements legislative documentation.
- Prepare analyse and deliver distributors client portfolios and Funds under Management reports.
- Proactively identifies customer issues and opportunities to resolve them.
- Proactive management of relationships and queries.
- Engage with senior management including liaising with state offices sales management teams and head office business units as necessary.
- Proactively designs and implements solutions to improve effectiveness and productivity across the team.
- Ownership of the team procedure manuals and ensuring procedures clearly reflect processing.
- Drives own and others accountabilities and challenges the status quo.
- Responsible for providing training and guidance to new staff.
Qualifications :
- Tertiary qualification in business or related discipline.
- A minimum of 2 years in an operations and/or administration environment.
- Strong written and oral capability.
- Excellent attention to detail and a rigorous focus on delivering quality output.
- Sound knowledge of the Life Insurance industry.
- Ability to work well communicate and negotiate optimal business outcomes with senior stakeholders.
- Excellent planning time management and organisational skills.
- Ability to recognise analyse and solve problems.
Youre always accountable for your actions. You never give up. You strive to find the best outcomes for customers and partners. And you value working together to find the best solutions for problems.
As part of the recruitment process there are a number of checks which may be conducted to demonstrate your eligibility for a role at TAL including Criminal History Bankruptcy Entitlement to Work Regulatory and Reference Checks.
Additional Information :
At TAL we value diversity in all its forms and are committed to fostering an inclusive and equitable culture for all our people. We encourage Aboriginal and Torres Strait Islander people individuals from all backgrounds including those with caring responsibilities people living with disability and individuals from the CALD and LGBTQI communities to apply. Even if you dont check every box in the criteria above we encourage you to apply today or get in touch with us here.
To provide you with the best experience we can accommodate you at any stage of the recruitment process. Simply inform our Recruitment team at any time.
TAL is recognised by the Workplace Gender Equality Agency as an Employer of Choice. We are proud to be a member of Diversity Council Australia and the Australian Network on Disability. For information on our reconciliation journey please read our Innovate Reconciliation Action Plan.
We acknowledge the Traditional Custodians of the Land in which our Head Office is based the land of the Gadigal people of the Eora Nation and recognise their deep connections to the land sea and culture.
We extend this acknowledgment to the many Traditional Lands that we operate across and pay our respects to Elders past present and emerging.
#LIHybrid
Everyone at TAL has a responsibility to do the right thing and is accountable for the way they conduct themselves. Our expectations are that you follow the principles set out in our Code of Conduct when you come to work every day. Risk management is everyones responsibility.
If you are already a TAL employee please apply via the SmartRecruiters button in Workday and navigate to the Employee Portal. This is important to ensure that your application is recorded accurately.
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
