Personal Insurance Advice Support - hwkts

We are seeking an experienced offshore team member with prior hands-on experience in an Australian personal insurance brokerage. This role supports advisers across the full advice lifecycle, from post–fact find through to policy issuance and in-force handover.

Key Responsibilities

1. Sales & Adviser Support

• Work closely with advisers and the sales team to support new business and ongoing client management

• Create, manage, and maintain call lists, follow-up schedules, and adviser task lists

• Ensure advisers are fully prepared for client calls and meetings, with accurate documentation and notes

• Act as a Personal Assistant to advisers, helping prioritise workloads, deadlines, and case progression

• Proactively flag bottlenecks, delays, or missing information before they become issues

2. End-to-End Insurance Administration

• Manage the full insurance application process from post–fact find through to policy issuance

• Prepare, lodge, and track applications across Australian insurer portals

• Coordinate underwriting requirements, including:

• Medical evidence

• Questionnaires

• Financials and supporting documentation

• Liaise with insurers, underwriters, and BDMs to progress cases efficiently

• Monitor outstanding requirements and actively chase outcomes

• Ensure policies are issued accurately and handed over correctly for in-force servicing
  
  Essential Experience & Skills

• Previous experience working in a personal risk / life insurance brokerage

• Strong understanding of:

• Life Insurance

• Total & Permanent Disability (TPD)

• Income Protection

• Trauma / Critical Illness

• Experience supporting full-advice processes (not general advice or call-centre only roles)

• Familiarity with Australian insurer portals and underwriting workflows

• Direct experience supporting advisers and sales teams

• Strong organisational skills with exceptional follow-up discipline

• High attention to detail and ability to manage multiple cases simultaneously
  
  

  Highly Regarded

• Experience acting as a senior administrator, backend lead, or Personal Assistant within a brokerage

• CRM experience, including:

• HubSpot

• Omnium

• CDM Solutions

• Australian insurer portals

• Strong process-driven mindset with a focus on efficiency, accountability, and clean handovers
  
  
  Final Reality Check
  If you haven’t chased medical evidence, followed up underwriters three times in a week, or rescued an application that was about to stall this role isn’t for you.

Benefits of Contracting with Wingman

• Discretionary Bonus – not a 13th month pay, entirely subject to company discretion.

• Referral Bonus – 70 AUD per successful referral to the Wingman platform (paid at 1st month mark with a client contract).

• Dedicated Support Contact (CSM) – someone to help you succeed and stay connected.

• Access to a Network – collaborate with fellow contractors and onshore specialists.

• Opportunities to Upskill – optional sessions, peer learning, and developmental pathways.

• More Work, More Opportunity – potential for additional contracts, Statements of Work, or expanded workloads.

• High-Impact Projects – work alongside top-tier Australian partners on meaningful assignments.

• Flexibility First – deliver your work in your way, with full autonomy on how you achieve outcomes.

• Advisory Support – HR, Tax, and setup guidance available to make contracting seamless.

• 20 Days Paid Flexibility Allowance – built into your contracting model for time away from delivery.

• Annual Trip (Optional) – connect with the broader Wingman community in person.

• 100% Work-From-Home Contracts – all engagements designed for remote delivery.

Pre-employment Requirements:

• BIR as you are a contractor (Required to submit any contributions required by the government.)

• NBI or Police Clearance

• Any Government-issued ID