Adviser Administration Consultant

Job Description

Focus on mental, physical and financial health of our people Flexible work options Collaborative team culture Welcome to This Australian Life. From the millions of Australians we protect, to those that make it happen every day at TAL, people really are what we’re all about. We want to grow with you, achieve with you, and support you to do your best work. That's why we're focused on developing leadership, promoting diversity, rewarding excellence, and retaining great talent. We're always looking for people who want to go further with us. People who do what’s right, aim high, and work smart. Why not see where we can go? Job Description This role is accountable for the effective centralized management and maintenance of TAL’s various Distribution Agreements, databases, and associated functions including clients’ and dealerships’ requests on servicing and distributors portfolio matters. You will be required to communicate and engage with customers, advisers, and dealer group representatives and collaborate with senior stakeholders within the business using a variety of communication strategies (face-to-face, 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 TAL’s distribution agreements and schedules. Accountable for the final approval of agreements and legislative documentation. Prepare, analyze, and deliver distributors’ client portfolios and Funds under Management reports. Proactively identify customer issues and opportunities to resolve them. Manage relationships and queries proactively. Engage with senior management including liaising with state offices, sales management teams, and head office business units as necessary. Design and implement solutions to improve effectiveness and productivity across the team. Own the team procedure manuals and ensure procedures clearly reflect processing. Drive own and others' accountabilities and challenge the status quo. Provide 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 organizational skills. Ability to recognize, analyze, and solve problems. You’re 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 don’t check every box in the criteria above, we encourage you to apply today or get in touch with us. 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 recognized 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 recognize their deep connections to the land, sea, and culture. 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 everyone’s 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. #J-18808-Ljbffr