AU Insurance Broker Support (Hybrid) w/ 30K SOB

Job Responsibilities

Pre-Renewal- management of renewals allocation including issuing pre renewal template e-mails/schedules

Renewal Programs- obtain renewal terms and apply to set templates to present to Advisers, noting previous years terms, mid-term alterations and/or claims history

New Business- obtain new business terms from Insurers and apply to set templates to present to Advisers, noting market options obtained

Quoting- assist account managers to obtain comparative quoting based on existing data (claims history, current details) and present to advisers via set templates

Endorsements- Assist account managers with processing endorsements and invoicing to customers and closings to insurers

Asset Schedules- create and manage client asset schedules within Excel for existing and new client quote requests

Accuracy of all transactions - Ensure accuracy of all transactions.

Accurately process invoices onto the system within the set company procedures and guidelines

Documentation- save invoices and documentation into Document Management System within the set company procedures and guidelines

Invoice and Compliance- email invoices with compliance documents to clients via set templates

Debtor Management – obtain and manage debtor reports with account managers and e-mail statement reminders

Requirements

Bachelor’s degree

At least 1 year AU Broking experience and 3 years overall AU Insurance experience.

Experience in using Insight Required

Working knowledge of Microsoft Word, Excel, Outlook

Industries:Outsourcing/Offshoring

Function: Others