Insurance Broker Assistant (AU) | WFH | w/ 30K SOB!
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AI Summary
Provide comprehensive administrative and client support to insurance brokers, ensuring seamless service and accurate policy processing. Manage renewals, cancellations, and monthly statements while acting as the primary contact in the broker's absence.
This is a remote position.
Primary purpose of the role:
• To support the broker role and, in their absence, ensuring clients receive seamless quality service.
Key responsibilities:
• Provide client and administrative support/back up for aligned broker/s ensuring accuracy of information provided.
• Accurately process policy changes, eg new business, renewals, cancellations, etc.
• Manage Monthly Statement process in accordance with Credit Control procedures.
• Assist broker to manage renewals in accordance with Renewal process procedures.
• Ensure all cancellation notices receive urgent attention and no client policy remains current after the Insurer’s cancellation date.
• Understand Broker’s client base and connections and promote yourself as the key contact in their absence.
• Manage own and broker’s incoming and outgoing post.
• Have an overview of client claims, provide support and assistance when necessary to ensure the claim progresses satisfactorily.
• Support smooth running of office – i.e. answer phones, assist with administrative/reception tasks and help other staff as required/requested.
• Comply with Company standards, processes, procedures and policies.
• Adhere to the obligations required of a Financial Service Provider.
Requirements
• Understanding of insurance and insurance related products.
• Knowledge of relevant Acts and legal obligations.
• 2-4 years relevant industry experience
• AU experience is a must
• Tier 2 certification a must
• MS Office applications (Excel)
• Insight, SCTP and Sunrise – nice to have
• Gmail Suite 4 – nice to have
• Experience with Strata Insurance – nice to have
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