Client Services & Administration Officer

Client Services & Administration Officer

Shift: 7AM - 4PM PH Time, Monday to Friday

Unlock your potential! At TOA Global, we have a deep commitment to empowering individuals to excel in their enterprises, careers, and communities. Our global footprint stretches across Australia, New Zealand, North America, Philippines, South Africa, and South America, supporting our global clients in the accounting industry.

Position Summary

We are seeking a motivated and detail-oriented person to support our Personal Insurance Advisers. This role is central to ensuring smooth day-to-day operations, managing client communications, and providing timely support throughout the insurance application and policy management process.

Key Responsibilities

• Respond to client queries via phone and email regarding their insurance policies.
• Follow up on missed premium payments and liaise with clients to resolve issues.
• Update client contact and policy details in CRM systems and with Insurers

• Prepare and send forms/documents to clients using Docusign.
• Submit completed applications and supporting documents to insurers.
• Track application progress and follow up with insurers, clients, and underwriters as needed.
• Coordinate and book medical tests and assessments as required by insurers.
• Monitor underwriting timelines and proactively chase outstanding requirements or decisions.
• Quote and research alternative policies

• Maintain accurate case notes in internal systems.
• Ensure timely escalation of issues or client concerns to Advisers and Insurer contacts
• Support compliance by ensuring all administrative processes adhere to internal policies and external regulatory standards.

• Prior experience in a financial planning or insurance administration role would be highly regarded
• Strong communication and interpersonal skills - professional, friendly, and client centric
• Comfortable discussing highly personal and sensitive health concerns with discretion and empathy
• Excellent organisational and time management skills with the ability to manage multiple priorities
• High attention to detail and accuracy
• Proficiency in CRM systems and Microsoft O4ice Suite (Word, Excel, Outlook)
• Ability to work independently and collaboratively within a small team environment
• A proactive mindset and willingness to learn

• No formal qualifications required, but studies in Financial Planning, Business Administration, or similar will be advantageous but not essential