Assistant Account Manager (AU Insurance)

This is a remote position.

This role focuses on supporting broking operations to ensure smooth service delivery and uphold the company’s reputation. It requires delivering professional client service both in person and over the phone, handling claims efficiently in line with company guidelines, and assisting clients with settlements. The position also involves supporting the branch Account Manager in growing the client base and managing debtor control, while building strong relationships with clients, underwriting partners, and other stakeholders. Flexibility to assist the wider team is also an important part of the role.

In essence, it’s about service excellence, claims management, business growth support, and relationship building.

Duties and Responsibilities:

Processing

• Sunrise renewal invoice processing in accordance with procedures
• New business, renewal and endorsement invoice requested by branch Account Managers in accordance with procedures
• Spreadsheets with multiple vehicle listings and/or premium splits
• Workers Compensation declarations and adjustment processing

Client Service

• Preparation and use of standard quotation slips, standard letters and standard client insurance submissions and manuals as directed by Account Managers
• Prompt quotation turnaround in line with company procedures
• Prompt Certificate of Currency turnaround in line with company procedures
• Following up client for outstanding information required in line with company procedures
• Quick identification and rectification of service issues impacting clients
• Lodgement of client claims with relevant Insurer in a timely manner
• Complete claims follow up and general claims service in accordance with the claims procedure
• Inform the relevant Account Manager of any claims issues and/or declinature in a timely manner and in accordance with agreed notification protocols
• Work with the relevant Account Manager to resolve any service issues or problems between the client and the Company
• Work with the relevant Account Manager to ensure that any issues which escalate into a complaint are referred to the company Complaints Officer in line with documented complaints procedures
• Check the accuracy of underwriter policy documents before sending to clients

General Administration

• Regular filing and updating of Tasks for Account Manager
• Answering the telephone in a timely and professional manner
• Adhere to OH&S and WorkCover requirements
• Electronic scanning and filing in accordance with procedures
• Act in accordance with Code of Practice requirements

Benefits

Qualifications:

• Strong knowledge of broking operations and insurance processes
• Experience with Australian insurance practices

·ANZIIF Tier 1 qualification

• Excellent client service skills, with the ability to deliver prompt, professional, and courteous assistance
• Effective communication and relationship‑building abilities