Broking Assistant (PFB0001)

2-4 Years

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Early Applicant

Job Description

Duties And Responsibilities

Internal Filing System: Maintain and update client records; organize digital files for easy retrieval and compliance.
Document Management: Save invoices and related documents into the Document Management System in accordance with company protocols.
Email Management: Manage incoming and outgoing communications to ensure timely responses and proper documentation.
Pre-Renewal Coordination: Allocate renewal tasks and issue pre-renewal templates, emails, and schedules.
Renewal Processing: Obtain renewal terms highlighting changes and claims history.
Quoting: Source comparative quotes using current client data and claim history.
Debtor Management: Retrieve debtor reports and send statement reminders.
Claims Tracking: Monitor and manage claims within the CRM system, ensuring accurate and up-to-date records.

Qualifications

At least 2-3 years of AU Insurance experience
Experience in using INSIGHT, WinBEAT, Office tech, or any related platforms.
Strong organisational, project management and problem-solving skills with impeccable multi-tasking abilities.
Ability to follow process and work independently.
Communicate progress and/or report issues.