Insurance Broker Assistant
3 days ago
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Purpose of the Role:
Intogreat Solutions is seeking a highly organised and detail-driven Insurance Broker Assistant to join our high-performing team. This role sits at the heart of our operations, providing critical administrative and compliance support to our Managing Director and Broking team.
If you thrive in a fast-paced, structured environment and take genuine pride in delivering accurate, timely work—you'll feel right at home here. This is not just an admin role; it's an opportunity to be a key contributor to a disciplined, professional team that values consistency, reliability, and ownership.
You'll play an essential role in ensuring that policies, claims, and internal systems are processed efficiently and with care. Your support will help the broader team focus on growth, client service, and delivering exceptional outcomes.
Key Responsibilities:
•Binding policies and endorsements
•Processing new policies, renewals, endorsements, and remuneration adjustments
•Preparing renewal discussion notes and emailing out certificates of currency
•Lodging and following up on claims
•Managing debtors and tracking remuneration declarations
•Using Organise IT to file correspondence
•Providing top-tier admin support wherever needed
•Managing debtors – report from compliance and emailing clients (no phone calls)
•Basic CRM administration – further training will be provided
•Ad-hoc admin requests from Sales and Growth (excel spreadsheet work)
What We're Looking For:
• Minimum 3 years of experience in Australian General Insurance
• Minimum 2 years supporting or assisting an insurance broker in the Australian general insurance
• Familiarity with insurance systems such as SCTP, WinBEAT, Sunrise, or similar tools is highly desirable
• Strong working knowledge of Microsoft Office suite (Word, Excel, Outlook)
• Proven organisational skills with exceptional attention to detail
• Excellent written and verbal communication skills
•
Self-motivated, disciplined, and focused on continuous improvement
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
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