Broking Assistant

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P a g e | 1
AllCover Insurance Brokers Pty Ltd Position Description – Broking Assistant/Assistant Account Executive July 2025
Position Title: Assistant Account Executive / Broking Assistant
Location: Remote – Offshore (Full-Time)
Reports To: Senior Broking team
About AllCover Insurance Brokers:
AllCover is a dynamic and customer-focused general insurance brokerage based in Australia. We specialise in delivering tailored insurance solutions to individuals, businesses, and property owners with a strong commitment to service, compliance, and professionalism. We are now seeking a detail-oriented and motivated Assistant Account Executive / Broking Assistant to join our team remotely and support our Account Managers in delivering exceptional outcomes for our clients.
Purpose of the Role:
The Assistant Account Executive / Broking Assistant provides administrative and client service support to the broking team. The role is critical to ensuring smooth day-to-day operations, efficient processing of insurance policies and renewals, and the delivery of high-quality client service.
Key Responsibilities:

• Support Account Managers in servicing a portfolio of SME commercial clients and domestic insurance clients.
• Assist in preparing and issuing quotations, renewals, certificates of currency,
  
  

endorsements, and other policy documentation.

• Liaise with insurers to obtain terms, endorsements, and policy updates.
• Accurately enter and update client and policy information in the broking management system/CRM.
  
  

P a g e | 2
AllCover Insurance Brokers Pty Ltd Position Description – Broking Assistant/Assistant Account Executive July 2025

• Follow up on documentation from clients and insurers, ensuring all required information is obtained.
• Assist in compiling underwriting submissions and gathering risk information.
• Monitor and follow up on unpaid premiums and renewal processing.
• Assist with lodgement and follow up of insurance claims.
• Maintain compliance with regulatory and internal procedures, including file notes and records management.
• Provide ad hoc administrative and support tasks as directed by the broking team.
  
  

Key Requirements:
Essential:

• Minimum 1–2 years’ experience in an insurance support or administrative role (general insurance preferred).
• Strong attention to detail with a commitment to accuracy.
• Excellent written and verbal communication skills in English.
• Strong organisational and time management skills.
• Ability to work effectively in a remote environment with limited supervision.
• Proficient in Microsoft Office (Outlook, Word, Excel).
• Comfortable learning and using insurance broking systems and CRM platforms.
  
  

Preferred:

• Previous experience working in a broking firm or with Australian general insurance products.
• Familiarity with WinBEAT, JAVLN Officetech, or other broking software (training will be provided).
• Tier 2 or Tier 1 insurance broking qualification (or international equivalent) desirable. Training pathways will be provided after qualifying period.
  
  

P a g e | 3
AllCover Insurance Brokers Pty Ltd Position Description – Broking Assistant/Assistant Account Executive July 2025
Attributes & Behaviours:

• Customer-first mindset with a proactive and responsive attitude.
• Team player who communicates effectively with both colleagues and clients.
• Willingness to learn and adapt to a fast-paced, changing environment.
• High level of integrity and confidentiality.
• Strong problem-solving abilities and initiative.
• A positive outlook and sense of humour are definite assets

Seniority level

• Seniority level Mid-Senior level

Employment type

• Employment type Full-time

Job function

• Job function Finance and Sales
• Industries Staffing and Recruiting

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