Policy Administration Officer
Administer policy issuance, endorsements, renewals and cancellations accurately and on schedule.
Customer Intake
Handle inbound customer queries and initial case logging.
Claims Processing
Administer and process claims through to resolution.
Policy Administration
Administer policy issuance, endorsements and underwriting prep.
Compliance & Risk
Perform KYC/AML checks and compliance operations.
Reconciliation
Reconcile transactions and investigate exceptions.
Five reasons clients stay past the first hire
One resource, only yours
No shared queue, no rotating cast. Your dedicated resource works exclusively for you and stays.
25 years of Australian market experience
Founder Rohit Sahdev's 25 years in the Australian market, including senior leadership at Telstra, shape how every dedicated team is managed.
You always know what your team is doing
Every dedicated resource works behind Screenshot Monitor — auditable activity and reporting, not a black box.
No more "That's not my job."
Your dedicated outsourced resource adapts to what your business needs, takes ownership and grows their career by stepping up to new challenges.
Capacity without the hiring squeeze
Skilled and reliable operational talent is harder to hire locally right now. A dedicated resource adds capacity without adding to that pressure.
The outcome this role is built for
Fewer policy errors and faster turnaround — because endorsements and renewals are processed against a documented standard, not rushed under volume.
What this role owns day to day
Core responsibilities
- Process policy issuance, endorsements and renewals
- Handle cancellation requests accurately
- Maintain accurate policy records in the system of record
- Coordinate with underwriting on complex changes
Works inside
Reported on weekly
| Case turnaround | Time to process policy transactions |
| Completeness | Transactions processed correctly first time |
| Queue ageing | Requests sitting past expected timeframe |
| Exception rate | Transactions requiring correction |
Works your hours. Picks up the work.
Australian business hours
Aligned to your primary time zone and holiday calendar for day-to-day coverage.
9am–5pm style coverage, matched to your roster
Extended coverage
Stretch shift start/end times around peak claim or query volume.
Early-start or late-finish shifts, by agreement
Round-the-clock rotation
Rotating dedicated resources for genuine 24-hour case coverage.
Multiple dedicated seats, handover documented
What "no that's not my job" looks like in practice: an endorsement request has an unusual combination of changes — it still gets processed correctly instead of being simplified to fit a standard template.
What stays with your authorised staff
Underwriting decisions and policy approval remain authorised onshore activities. This role administers — it doesn't underwrite.
The market backdrop for policy administration hires
of Australian small businesses expected difficulty meeting financial commitments in June 2026.
of Australian businesses reported rising operating expenses in June 2026 — 65% citing overheads, 40% citing staffing costs.
Australian wage growth over the year to the March quarter 2026 (3.2% in the private sector), raising the cost of hiring locally.
Statistics checked in July 2026 from the Australian Bureau of Statistics and ServiceNow. See our Challenges We Solve page for full sourcing and context.
The same skillset, wherever regulated cases need processing
Strip away the policy-specific platforms and this role is a recognisable shape: process a case through defined stages, apply documented rules, and keep a clean audit trail.
Doing this in-house with stretched staff, or paying a third party
- Policy processing competes with new business priorities
- Errors surface after the policy is issued
- Renewal backlogs build during peak periods
A dedicated policy administration officer, outsourced to us
- One resource whose only job is policy administration
- Reports to your own operations manager, not a third party
- Same Screenshot Monitor transparency, direct to you
Telecommunications
Service order and activation administration mirrors policy issuance closely.
Order systemsMortgage Broking
Loan document preparation shares the same structured intake-to-issuance shape.
Aggregator CRMReal Estate & Property Management
Lease issuance and renewal administration follows the same lifecycle.
PropertyMe · CRMRecruitment & Staffing
Contract issuance and placement administration mirrors this shape closely.
ATS/CRMNo guessing what this role worked on. Full sample report on the Financial Services page →
Discovery, role design, and a candidate you interview yourself.
You define outcomes, tools and work hours. We source, screen and put forward candidates you interview and approve. Once live, your resource follows your systems, escalation model and reporting cadence — reviewed together on a schedule you set.
Questions about hiring a dedicated Policy Administration Officer
Ready to add this role to your team?
Tell us your policy volumes and current platform — we'll shortlist candidates against your actual task list.