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