In-Demand Credit specialist Jobs in Melbourne, Vic

Insurance Administration Manager
Insignia Financial Ltd —Docklands VIC
- Full-time
- Microsoft Office
- Administrative experience
- Financial services
Account Executive
Shift —Melbourne VIC
- Full-time
- Hybrid work
- Management
- Sales
- Salesforce
- Parental leave
10d
Senior Financial Accountant
WAM —Melbourne VIC
- Full-time
- Microsoft Excel
- Management
- Finance
- Employee assistance program
Quick Apply
Manager | Regulatory Operations | Melbourne
Deloitte —Melbourne VIC
- Data analysis skills
- Financial services
- Parental leave
Customer Care Specialist
Globird Energy Pty Ltd —Ringwood VIC
- $60,000 - $68,000 a year
- Full-time
- Customer service
- Analysis skills
- In-person
- Gym membership
Quick Apply
3d
HOS and EDB Consultant
ANZ Banking Group —Melbourne VIC
- Full-time
- Customer service
Supplier Governance Advisor
Insignia Financial Ltd —Docklands VIC
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
3d
Data Science Specialist
Telstra —Melbourne VIC
- Full-time
- Master's degree
- SQL
- Agile
- Parental leave
11d
Postgraduate Nurse Program 2027 - ICU
Cabrini Health —Malvern VIC
- Part-time
- Nursing
- Customer service
- Master's degree
- Commuter assistance
Boutique Senior Coffee Specialist - Doncaster
Nespresso —Doncaster VIC
- Weekend availability
- Hospitality
- POS
- Employee discount
Postgraduate Nurse Program 2027 - Perioperative (Anaes/PACU)
Cabrini Health —Malvern VIC
- Part-time
- Nursing
- Customer service
- Master's degree
- Commuter assistance
Postgraduate Nurse Program 2027 - Perioperative (Scrub/Scout)
Cabrini Health —Malvern VIC
- Part-time
- Nursing
- Customer service
- Master's degree
- Commuter assistance
Training Manager - Technical & Body Repairs
BMW —Melbourne VIC
- Bachelor's degree
- Business
- Communication skills
Senior Associate, Corporate Coverage - Corporate & Institutional Banking
HSBC Global Services Limited —Melbourne VIC
- Full-time
- Finance
- Master's degree
- Business
4d
Business Specialist
Telstra Business Technology Centre Perth South —Melbourne VIC
- $98,200 - $147,400 a year
- Full-time
- Customer service
- Microsoft Office
- Master's degree
- Parental leave
Postgraduate Nurse Program 2027 - Emergency
Cabrini Health —Malvern VIC
- Part-time
- Nursing
- Customer service
- Master's degree
- Commuter assistance
Reach Legal Consultant | Banking & Finance Lawyer | Melbourne
Ashurst LLP —Melbourne VIC
- Full-time
- Management
- Negotiation
3d
Data Science Specialist
Telstra Business Technology Centre Perth South —Melbourne VIC
- Full-time
- Master's degree
- SQL
- Agile
- Parental leave
11d
Digital Marketing Specialist
King Kong —South Yarra VIC
- $70,000 - $85,000 a year
- Full-time
- Hybrid work
- Marketing
- Time management
- Work from home
Quick Apply
Head of Creative Solutions
Bolster Digital —Melbourne VIC
- Full-time
- Hybrid work
- Management
- Bachelor's degree
- Leadership
- Employee assistance program

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Insurance Administration Manager

Insignia Financial Ltd -
Docklands VIC

Apply Now

Job Details

Permanent | Full-time

Qualifications

Microsoft Office
Administrative experience
Financial services
Communication skills

Full Job Description

Date: 6 Aug 2026

Location:
MELBOURNE, VIC, AU, 3008 SYDNEY, NSW, AU, 2000

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Employment Type: Permanent Full Time
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Lead a national insurance administration function supporting advisers and clients across the business in Shadforth Financial Group
Drive efficient insurance application, claims and policy administration processes
Permanent Position based in Melbourne

Shadforth Financial Group is one of Australia’s leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of mind about their current needs and financial futures. We have a proud history of helping Australians achieve real financial independence for 100 years, and today are the largest fiduciary certified firm. Shadforth is an award-winning brand with 12 offices across Australia, employing over 100 financial advisers and 280 staff.

At Shadforth we hold ourselves accountable for maintaining the highest standards of professionalism, investing significantly in developing people’s skills and offering careers, not just jobs.

The opportunity to join our team

We have an exciting opportunity for a Life Insurance Administration Manager to join our Advice business. Reporting to the Insurance Team Lead, you will oversee the delivery of a centralised insurance administration service that supports advisers and clients nationally. This role is responsible for managing workflows, maintaining administration standards and ensuring the efficient implementation of insurance applications and claims through to completion. You will act as a key support partner to Advice teams, Risk Specialists and insurers while driving consistency, accuracy and service excellence across all insurance administration activities.

Key Responsibilities:
Oversee the day-to-day operation and workflow management of the Life Insurance Administration function
Ensure efficient implementation and completion of insurance applications in line with documented procedures
Support Advice teams with insurance administration processes, policy alterations and application enquiries
Manage insurance claims through to completion in accordance with established service standards
Maintain accurate client, policy and application records within Xplan
Liaise with insurers to obtain information, resolve issues and escalate matters where required
Prepare and review insurance alteration quotes across multiple insurance providers
Ensure insurance implementation forms are accurately prepared and prepopulated in line with Statements of Advice
Maintain, review and enhance documented procedures to ensure consistency and compliance
Support Risk Specialists, Advisers and support staff with insurance-related queries and administration support
Maintain knowledge of insurer adviser portals, processes and industry requirements

What you will bring:
Previous experience in a similar insurance administration or financial services role
Strong knowledge of personal insurance products and processes
Demonstrated experience working within a fast-paced, client-focused environment
Experience using Xplan and Microsoft Office applications
Strong written and verbal communication skills
Ability to manage competing priorities and meet deadlines
Excellent attention to detail and commitment to delivering high-quality outcomes
Strong organisational and time management capabilities
Ability to build trusted relationships with advisers, insurers and internal stakeholders
Collaborative approach with the ability to work effectively across teams
Adaptability and willingness to embrace change, new policies and procedures
A proactive mindset with a focus on continuous improvement and service excellence

Make your move. Make your mark.

What gets us excited about working here? Helping people do more with their money. From those starting out to those retiring. As your team, we’ll show up for you and together we will create financial wellbeing for every Australian. Because we know people who are confident about their financial future live better lives

If this sounds like your kind of career, you sound like our kind of person. Here, you’ll be making a positive impact in people’s lives straightaway – and every day. The first point of contact for our clients whenever they need support.

Along the way, you’ll be free to learn new skills, grow, and get great things done. Around here, we like to call it “putting our fingerprints on the future”.

Showing up for every Australian

We’re one of Australia’s leading financial wellbeing organisations, helping people feel good about their money. This starts by helping our people feel good about working here. That means flexibility. Plenty of opportunity. And celebrating all the unique things that make you, you – what matters to you, matters to us.

To Apply

Read more about why you should join our team https://www.insigniafinancial.com.au/careers/working-with-us/why-join-our-team.

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Please note that applications from agencies will not be considered at this time.

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.

Apply Now

Refine Your Search

credit specialist jobs in melbourne, vic

Insurance Administration Manager

Account Executive

Senior Financial Accountant

Manager | Regulatory Operations | Melbourne

Customer Care Specialist

HOS and EDB Consultant

Supplier Governance Advisor

Data Science Specialist

Postgraduate Nurse Program 2027 - ICU

Boutique Senior Coffee Specialist - Doncaster

Postgraduate Nurse Program 2027 - Perioperative (Anaes/PACU)

Postgraduate Nurse Program 2027 - Perioperative (Scrub/Scout)

Training Manager - Technical & Body Repairs

Senior Associate, Corporate Coverage - Corporate & Institutional Banking

Business Specialist

Postgraduate Nurse Program 2027 - Emergency

Reach Legal Consultant | Banking & Finance Lawyer | Melbourne

Data Science Specialist

Digital Marketing Specialist

Head of Creative Solutions

I want to receive the latest job alert for credit specialist in melbourne, vic

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