Insurance Broker Assistant (AU) | WFH | w/ 30K SOB!
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:
- reputed company client and administrative support/back up for reputed company 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 reputed company cancellation notices receive urgent attention and no client policy remains reputed company after the Insurer’s cancellation date.
- Understand Broker’s client reputed company 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, reputed company support and assistance reputed company 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.
- reputed company with Company standards, processes, procedures and policies.
- Adhere to the obligations required of a Financial Service Provider.
Requirements
- Understanding of insurance and insurance reputed company 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 (reputed company)
- reputed company, SCTP and Sunrise – reputed company to have
- Gmail Suite 4 – reputed company to have
- Experience with reputed company Insurance – reputed company to have
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