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Insurance Broker Assistant

2 months ago

Sydney, New South Wales, Australia Succession Partners Full time
{"title": "Assistant Account Executive", "description": "Insurance Broker Assistant Opportunity

Succession Partners is seeking a motivated and detail-oriented Insurance Broker Assistant to support our team in Sydney CBD.

As an Insurance Broker Assistant, you will work closely with experienced Account Managers to provide exceptional customer service and support the day-to-day operations of our general insurance book of business.

Key Responsibilities:

  • Liaise with clients and other brokers to process new business and renewals
  • Assist in preparing insurance proposals and presentations for clients
  • Maintain accurate client records and documentation in our system
  • Coordinate with obtaining quotes, bind coverage, and resolve policy-related issues
  • Respond promptly and professionally to client inquiries and requests
  • Collaborate with team members to ensure excellent customer service and client satisfaction

Requirements:

  • Experience as an assistant broker within a broking firm and be open to completing Tier 1 qualification if not already obtained
  • Basic knowledge of Commercial SME and Personal Lines business
  • Excellent communication and interpersonal skills
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
  • Ability to multitask and prioritize tasks in a fast-paced environment

This is an excellent opportunity for someone looking to develop their skills and knowledge across various product lines in the insurance broking industry.

", "lang_code": "en-US"}