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!