Assistant Account Manager (AU Insurance) | WFH | w/ 30K Sign-On Bonus!

This is a remote position.

This role focuses on supporting broking operations to ensure smooth service delivery and uphold the company’s reputation. It requires delivering professional client service both in person and over the phone, handling claims efficiently in line with company guidelines, and assisting clients with settlements. The position also involves supporting the branch Account Manager in growing the client base and managing debtor control, while building strong relationships with clients, underwriting partners, and other stakeholders. Flexibility to assist the wider team is also an important part of the role.

In essence, it’s about service excellence, claims management, business growth support, and relationship building.

Duties and Responsibilities:

Processing

·       Sunrise renewal invoice processing in accordance with procedures

·       New business, renewal and endorsement invoice requested by branch Account Managers in accordance with procedures

·       Spreadsheets with multiple vehicle listings and/or premium splits

·       Workers Compensation declarations and adjustment processing

Client Service  

·       Preparation and use of standard quotation slips, standard letters and standard client insurance submissions and manuals as directed by Account Managers

·       Prompt quotation turnaround in line with company procedures

·       Prompt Certificate of Currency turnaround in line with company procedures

·       Following up client for outstanding information required in line with company procedures

·       Quick identification and rectification of service issues impacting clients

·       Lodgement of client claims with relevant Insurer in a timely manner

·       Complete claims follow up and general claims service in accordance with the claims procedure

·       Inform the relevant Account Manager of any claims issues and/or declinature in a timely manner and in accordance with agreed notification protocols

·       Work with the relevant Account Manager to resolve any service issues or problems between the client and the Company

·       Work with the relevant Account Manager to ensure that any issues which escalate into a complaint are referred to the company Complaints Officer in line with documented complaints procedures

·       Check the accuracy of underwriter policy documents before sending to clients

General Administration

·       Regular filing and updating of Tasks for Account Manager

·       Answering the telephone in a timely and professional manner

·       Adhere to OH&S and WorkCover requirements

·       Electronic scanning and filing in accordance with procedures

·       Act in accordance with Code of Practice requirements

Requirements

Qualifications:

•Experience with sending of endorsement invoices directly to clients

•Candidates should ideally have 2 to 4 years of insurance broking experience with OfficeTech and WinBeat knowledge

•SCTP as a nice to have experience only

•Tier 1 certification is preferred but not required.

Benefits

Why IntoGREAT? 

• Competitive Compensation Package: An attractive salary and comprehensive benefits aligned with market standards. 
  
  Work-Life Balance Support: Paid time off, wellness programs, and initiatives designed to enhance employees' work-life balance and personal productivity. 
  
• Career Growth and Development: Opportunities for training and development to help employees advance their skills and grow within the company. 
  
• Supportive Leadership: A collaborative environment with leaders who provide guidance, mentorship, and recognition to empower employees in their roles 
  

Ready to Shape the Future? 

Step into a role where your skills will fuel growth, inspire change, and create a lasting impact. We’re eager to see how you can make a difference with us!