Insurance Broker Assistant
5 days ago
About the Role
Fuse Recruitment is seeking a dedicated and motivated Broker Assistant to support our team of highly experienced Account Executives. As a Broker Assistant, you will play a vital role in providing administrative support to our brokers, assisting in the preparation and management of insurance documents, updating and maintaining client records, and collaborating with our team to ensure exceptional client service.
Key Responsibilities
- Provide administrative support to our brokers, including preparing and managing insurance documents, certificates of currency, and renewal processes.
- Update and maintain client records in our CRM system, ensuring accuracy and organisation.
- Prepare renewals, endorsements, and quotations, supporting our brokers with timely tasks.
- Collaborate with our team to ensure clients receive outstanding service, meeting set KPIs.
- Embrace technology to enhance efficiency and productivity.
Requirements
- 12+ months experience working within an insurance brokerage.
- Tier 1 or Tier 2 experience highly regarded.
- Knowledge of Commercial SME portfolio and General Insurance.
- Experience with Insight, SCTP, Sunrise, and CRM systems highly valued.
- Full work rights and experience within the Australian insurance industry.
- Ability to work effectively in a team-oriented environment and manage multiple tasks efficiently.
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