π Core Information
πΉ Job Title: Head of Operations and Partnerships
πΉ Company: Insignia Financial
πΉ Location: Sydney, Brisbane
πΉ Job Type: Permanent
πΉ Category: Financial Services
πΉ Date Posted: 2025-07-01
πΉ Experience Level: 10+ years
πΉ Remote Status: On-site (Sydney, Brisbane)
π Job Overview
Key aspects of this role include:
- Managing the end-to-end claims experience
- Overseeing the SS&C partnership
- Ensuring compliance with relevant regulations
- Enhancing digital claims services
- Leading and coaching team members
ASSUMPTION: This role requires a strategic mindset, excellent leadership skills, and a deep understanding of claims management and partnership management.
π Key Responsibilities
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Drive the uplift of the end-to-end claims experience
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Manage the complex Insignia Master Trust claims portfolio
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Enhance the digital claims experience
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Lead the Claims Trustee teams
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Engage with regulatory bodies and external insurance providers
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Manage the operational monitoring of SS&C
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Identify growth and retention opportunities within the portfolio
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Assess opportunities to streamline and simplify business processes
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Consult and collaborate with key functional areas and stakeholders
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Support the Oversight & Monitoring function
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Support other partnership requirements as they arise
ASSUMPION: This role involves a mix of strategic planning, operational management, and stakeholder engagement. Strong leadership and communication skills are essential.
π― Required Qualifications
Education: Bachelor's degree in business, MBA, or equivalent experience
Experience: 10+ years of experience overseeing external partnerships, with at least 5 years in claims management within the superannuation environment
Required Skills:
- Proven experience in claims management and partnership management
- Excellent leadership and coaching skills
- Strong stakeholder engagement and communication skills
- Ability to manage complex portfolios and drive continuous improvement
- Experience in presenting to various stakeholders
- Familiarity with SS&C and the superannuation industry
Preferred Skills:
- Experience in managing incidents and issues
- Knowledge of data analysis and reporting tools
- Fluency in additional languages
ASSUMPTION: Candidates with relevant industry experience and a proven track record in managing partnerships and claims portfolios are strongly encouraged to apply.
π° Compensation & Benefits
Salary Range: $200,000 - $250,000 AUD per annum (based on industry standards for similar roles)
Benefits:
- Competitive salary package
- Performance-based bonuses
- Generous superannuation contributions
- Flexible working arrangements
- Learning and development opportunities
- Employee assistance programs
Working Hours: Full-time (40 hours per week)
ASSUMPTION: The salary range is an estimate based on industry standards for similar roles. The actual salary may vary depending on the candidate's experience and qualifications.
π Applicant Insights
π Company Context
Industry: Financial Services. Insignia Financial is one of Australia's leading wealth managers, offering a wide range of wealth management products and services.
Company Size: Large (5,001-10,000 employees). As a large organization, Insignia Financial offers extensive resources and opportunities for career growth.
Founded: 1846. Insignia Financial has a long history and a strong reputation in the Australian financial services industry.
Company Description:
- Founded to protect working families, Insignia Financial has evolved into a leading wealth manager
- Offers a wide range of wealth management products and services
- Committed to creating financial wellbeing for all Australians
- Uses scale and expertise to offer affordable and engaging financial solutions
Company Specialties:
- Wealth management
- Superannuation
- Investment management
- Financial planning
- Retirement solutions
Company Website: http://insigniafinancial.com.au
ASSUMPTION: Insignia Financial's large size and extensive resources provide ample opportunities for career growth and development.
π Role Analysis
Career Level: Senior leadership. This role involves strategic decision-making and leading teams to achieve specific goals.
Reporting Structure: The Head of Operations and Partnerships reports directly to the GM Operations and Partnerships.
Work Arrangement: On-site (Sydney, Brisbane). This role requires regular on-site presence for effective collaboration and communication.
Growth Opportunities:
- Potential progression to GM or other senior leadership roles
- Expansion of responsibilities based on successful performance
- Learning and development opportunities
ASSUMPTION: This role offers significant growth potential for the right candidate, with opportunities to expand responsibilities and advance to senior leadership positions.
π Location & Work Environment
Office Type: Modern, professional offices in Sydney and Brisbane CBDs.
Office Location(s): 347 Kent St, Sydney NSW 2000; 300 George St, Brisbane QLD 4000
Geographic Context:
- Sydney and Brisbane are major Australian cities with vibrant financial services industries
- Both cities offer a high standard of living and extensive cultural and recreational opportunities
- Sydney and Brisbane have competitive job markets for financial services professionals
Work Schedule: Full-time (40 hours per week), with flexible working arrangements available.
ASSUMPTION: The modern, professional office environments and flexible working arrangements contribute to a positive work-life balance.
πΌ Interview & Application Insights
Typical Process:
- Online application and resume screening
- Phone or video screening
- On-site or virtual interview with hiring manager and team members
- Final round interview with senior leadership
- Background and reference checks
Key Assessment Areas:
- Claims management expertise
- Partnership management experience
- Leadership and coaching skills
- Strategic thinking and problem-solving abilities
- Communication and stakeholder engagement skills
Application Tips:
- Tailor your resume to highlight relevant claims management and partnership management experience
- Prepare for behavioral and situational interview questions related to claims management and partnership management
- Research Insignia Financial's company culture and values to demonstrate alignment
- Prepare questions to ask the interviewer about the role, team, and company
ATS Keywords: Claims management, partnership management, superannuation, financial services, leadership, coaching, stakeholder engagement, strategic planning, operational management
ASSUMPTION: Insignia Financial's application process is thorough and competitive, with a focus on finding the best fit for the role and the company culture.
π οΈ Tools & Technologies
- Microsoft Office Suite
- Data analysis and reporting tools (e.g., Excel, Power BI)
- Project management tools (e.g., Asana, Trello)
- Customer relationship management (CRM) software (e.g., Salesforce, Microsoft Dynamics)
- Claims management software (e.g., claims systems, workflow management tools)
ASSUMPTION: Familiarity with relevant tools and technologies is essential for success in this role.
π Cultural Fit Considerations
Company Values:
- Putting our clients first
- Working together
- Striving for excellence
- Taking ownership
- Fostering innovation
Work Style:
- Collaborative and team-oriented
- Results-driven and focused on continuous improvement
- Adaptable and responsive to change
- Customer-centric and committed to exceptional service
- Supportive and inclusive work environment
Self-Assessment Questions:
- How do you demonstrate Insignia Financial's value of 'putting our clients first' in your daily work?
- Can you provide an example of a time when you worked collaboratively to achieve a significant outcome?
- How do you approach continuous improvement and driving results in your current role?
ASSUMPTION: Insignia Financial's company culture emphasizes collaboration, continuous improvement, and exceptional client service.
β οΈ Potential Challenges
- Managing a complex claims portfolio and driving continuous improvement
- Navigating the partnership with SS&C and ensuring successful outcomes
- Balancing strategic planning and day-to-day operational management
- Adapting to changes in the financial services industry and regulatory environment
- Managing team dynamics and fostering a high-performing culture
ASSUMPTION: These challenges require strong leadership, strategic thinking, and adaptability to succeed in this role.
π Similar Roles Comparison
- Unlike other senior claims management roles, this position involves significant partnership management responsibilities
- Insignia Financial's large size and extensive resources provide more opportunities for career growth and development compared to smaller organizations
- Career progression in this role could lead to senior leadership positions within Insignia Financial or other large financial services organizations
ASSUMPTION: This role offers unique opportunities and challenges compared to similar roles in the industry.
π Sample Projects
- Implementing a new digital claims service to enhance the customer experience
- Conducting a comprehensive review of the claims portfolio to identify opportunities for improvement
- Developing and implementing a strategic plan to expand the partnership with SS&C
ASSUMPTION: These sample projects reflect the strategic and operational aspects of the Head of Operations and Partnerships role.
β Key Questions to Ask During Interview
- What are the key priorities for this role in the first 90 days?
- How does this role fit into the broader organizational structure and strategy?
- What are the most significant challenges facing the claims portfolio, and how can this role address them?
- How does Insignia Financial support the professional development and growth of its employees?
- What are the key performance indicators (KPIs) for this role, and how are they measured?
ASSUMPTION: Asking insightful questions demonstrates your interest in the role and helps you make an informed decision about your fit with the company.
π Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume to highlight relevant claims management and partnership management experience
- Prepare a cover letter explaining your interest in the role and how your skills and experience make you a strong fit
- Prepare for behavioral and situational interview questions related to claims management and partnership management
- Research Insignia Financial's company culture and values to demonstrate alignment
- Prepare questions to ask the interviewer about the role, team, and company
- Follow up with the hiring manager one week after submitting your application to express your continued interest in the role
β οΈ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.