JOB OVERVIEW
The Senior Broking Assistant is responsible for supporting daily insurance operations by processing new business applications, endorsements, and policy renewals. Assists in gathering renewal information, coordinating documentation, and providing administrative and operational support to brokers to ensure efficient client servicing and policy management.
DUTIES & RESPONSIBILITIES
Client Communications
- Communicate with clients in writing to advise of pre-renewal and renewal details
- Respond to email enquiries within 24 hours (where practicable). If delayed by insurer, communicate this to client/broker
- Liaise with your Team Leader and discuss technical queries before responding to the client/broker
- Make file notes of all communication and rationale behind decision making in respect to policy selection/transfer/renewal
Renewals
- Re-market all renewals to at least 3 markets for manual policies
- Utilize electronic platforms where possible, recording quote outcomes (e.g snip and save)
- Review all aspects of cover inc, premium, excess, conditions and negotiate reasonably with insurers
- Display broking activity to the client, ensuring they are aware of the company's efforts and values
Claims Assistance
- Assist the claims team in gathering the required information
- As the first point of contact, show consideration to the clients needs and give them reassurance that matters will be dealt with
- Set out client expectations early. Advise that information is needed, time will be required by insurers to review and that a process must be followed
.
QUALIFICATIONS
- 5+ years of experience in Broker Support
- Australian Insurance experience is required
- Knowledge with invoice procedures
- Experience with technology and systems, particularly Insight and/or WinBEA
- Knowledge of RG 271 (Internal Dispute Resolution)
- Tier 2 Certification is a plus
