
Broking Administrative Assistant
1 day ago
The role of an Administrative Assistant in the broking team is crucial to ensuring smooth day-to-day operations, efficient processing of insurance policies and renewals, and delivering high-quality client service.
- Key Responsibilities:
• Provide administrative support to Account Managers in servicing 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.
- 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 tasks as directed by the team.
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