Insurance Broker Assistant w/ Tier 2 (Hybrid | Day Shift) | 30K SOB

Responsibilities

Provide attention 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 the 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.

Adherence to IBANZ Code of Conduct.

Adhere to the obligations required of a Financial Service Provider.

Requirements

Qualifications:

5 years experience as Insurance Broker Assistant

Tier 2 is required

Tier 1 is nice to have

Insight is nice to have

Amenable to work Onsite Day Shift (3x Onsite per week)

No educational background required

Understanding of insurance and insurance related products.

Knowledge of relevant Acts and legal obligations.

Industries:Outsourcing/Offshoring

Function: Others