
Insurance Broker Assistant
1 day ago
About the Role:
We're looking for a Broker Support legend to keep things moving behind the scenes. If you thrive in a high-pressure, professional environment and want to be part of a disciplined, high-performing team, this might be your next role.
Key Responsibilities:
You'll be right in the engine room—supporting the Managing Director and Broking team with work that actually matters:
• 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)
• Compliance Manager – support with basic reports, entering items in CRM as directed. You'll be expected to hit time-sensitive KPIs—because in this game, timing is everything. We're serious about standards and back people who take pride in hitting them.
Requirements
What We're Looking For:
• At least 2 to 4+ years AU General Insurance experience
• Experience in working in a Australian Brokerage company is nice to have only
• Experience in supporting Australian Insurance Broker is a must
• Experience with Commercial Insurance lines is nice to have only
• Experience in Winbeat insurance software is required
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