United States onlyThis is a remote position.
Primary purpose of the role:
To support the broker role and, in their absence, ensuring clients receive seamless quality service.
Key responsibilities:
- Provide client and administrative support/back up for aligned broker/s ensuring accuracy of information provided.
- Accurately process policy changes, eg new business, renewals, cancelations, 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.
- Adhere to the obligations required of a Financial Service Provider.
Requirements
- Minimum 2 years relevant industry experience
- Insight and SCTP experience a must
- Computer literate – confident user of MS Office applications (Outlook, Word, Excel, PowerPoint)
- Understanding of insurance and insurance related products
- Knowledge of relevant Acts and legal obligations
Benefits
Benefits
WhyIntoGREAT?
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!
