This is a remote position.
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- 50% paid within 30 days of your start date.
- The remaining 50% paid within 60 days.
- Binding policies and endorsements
- Processing new policies, renewals, endorsements, and remuneration adjustments
- Preparing renewal discussion notes and emailing out certificates of currency
- Lodging and following up on claims
- Managing debtors and tracking remuneration declarations
- Using Organise IT to file correspondence
- Providing top-tier admin support wherever needed
- Managing debtors – report from compliance and emailing clients (no phone calls)
- Basic CRM administration – further training will be provided
- Ad-hoc admin requests from Sales and Growth (excel spreadsheet work)
Requirements
- Minimum 3 years of experience in Australian General Insurance
- Minimum 2 years supporting or assisting an insurance broker in the Australian general insurance
- Familiarity with insurance systems such as SCTP, WinBEAT, Sunrise, or similar tools is highly desirable
- Strong working knowledge of Microsoft Office suite (Word, Excel, Outlook)
- Proven organisational skills with exceptional attention to detail
- Excellent written and verbal communication skills
- Self-motivated, disciplined, and focused on continuous improvement
