Insurance Broker Support (AU) | WFH | w/ 30K Sign-On Bonus!
Posted 2 hours ago
Worldwide
⭐
2-5 years experience
Please mention DailyRemote when applying
AI Summary
Provide comprehensive administrative and client support to insurance brokers, including processing policy changes and managing renewals. Handle financial tasks such as daily banking, payments to underwriters, and trust account operations using Winbeat.
This is a remote position.
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.
• Daily banking
• Payments to underwriters/licensee/referrers
• Refunds to clients
• Following up debtors/declarations etc from clients
• Operating a trust account & banking operations in the broking system Winbeat
• Experience in general Insurance – Personal and commercial
Requirements
What We’re Looking For:
• Must at least have 2 years AU General Insurance experience
• Knowledge in Personal and Commercial insurance products/lines
• Winbeat and SCTP experience
• SME Broker experience as nice to have
• Experience with supporting / assisting AU insurance broker is a must
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!
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