Schemes & Facilities Client Broker

Full Time Permanent
Barangaroo, Sydney


Apply Now

Do you have previous insurance experience and are eager to start your broking career? Do you enjoy building formidable relationships through excellent customer service? Would you like to receive training and mentorship from insurance experts and obtain insurance qualifications?

If you said yes to all of those, we want to say yes to you!

This role will provide administrative support to the Schemes & Facilities Broking team, reporting directly into the National Practice Lead. You will assist with correspondence with emails and calls, process invoices, assist with the pre-renewal process for expiring policies. Develop and maintain relationships with key stakeholders such as underwriters, insurers, the wider broking team, and claims department.

About you

  • You have previous experience in the insurance industry (previous claims or underwriting experience is highly favourable). Prior administrative experience is required, such as managing documents and databases, adhering to deadlines, and managing correspondence. This role is for individuals who thrive in a team environment and enjoy providing support and assistance to others.
  • You thrive on providing excellent service and providing the right solution.
  • You have excellent communication skills and can effectively communicate over the phone, via email, and in person for client visits or meetings ensuring professionalism at all times.
  • You are process orientated and have a methodical approach to organising and completing your work.
  • You can identify issues and find an appropriate solution in a timely manner, escalating where necessary.
  • You are proficient in using different systems and software applications such as CRMs and Microsoft suite.

About the role

  • Assist the Schemes & Facilities team with administrative tasks
  • Provide guidance and support to clients around insurance products
  • Process insurance quotations and invoices
  • Relay new business leads and referrals to the National Practice Lead
  • Assist with the policy renewal process, create reports, and other necessary documentation
  • Liaise and build rapport with a range of stakeholders including underwriters, insurers and the claims department

What you can expect

  • A secure position in a growing team within a successful insurance brokerage
  • Exciting opportunity to boost your career in insurance by receiving mentorship from industry professionals
  • Learning and development opportunities such as Tier 1 or Tier 2
  • Attractive remuneration offering performance-based bonuses
  • Reward and recognition scheme with prizes worth up to $300
  • Benefits such as free access to AIA Vitality, motor vehicle purchase, novated leasing, discounts at JB HIFI and Harvey Norman and more!
  • Inclusive and friendly office environment, with regular social activities to encourage engagement and interaction between different teams
  • WFH Monday and Friday (after training) and work from our office in Barangaroo 3 days per week
  • Bi-annual remuneration review after passing probation

Apply Now

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