United States onlyThis is a remote position.
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, 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 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.
- Daily banking
- Payments to underwriters/licensee/referrers
- Refunds to clients
- Following up debtors/declarations etc from clients
- Operating a trust account & banking operations in the broking system Winbeat
- Experience in general Insurance – Personal and commercial
Requirements
What We’re Looking For:
• Must at least have 2 years AU General Insurance experience
- Knowledge in Personal and Commercial insurance products/lines
- Winbeat and SCTP experience
- SME Broker experience as nice to have
- Experience with supporting / assisting AU insurance broker is a must
Benefits
Why IntoGREAT?
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!
