Exciting opportunity to join a Western Suburbs broking firm as an assistant to an experienced broker-easy access via public transport.
JOB/DUTY DESCRIPTION: Specific duties will be discussed with candidates at client interviews but the role will encompass assisting with ensuring that the correct insurance needs of a portfolio of SME clients are fully met to the satisfaction of the clients; acquire and collate information from clients on their insurance needs; help present recommendations and options to clients and to agree and receive instructions on their implementation; prepare quotation and placing slips for insurers or lodging over broker/insurer software; help to contribute as required to the acquisition of new business; administrative support to other members of the team as required; invoice clients and ensure collection of premiums; prepare insurance manuals and insurance schedules for clients; record and document changes in clients' insurance cover as they occur; respond to enquiries and requests for action from clients' insurance claims; keep clients appropriately informed about matters related to their insurance; ensure compliance with all relevant statutory and industry requirements and codes; maintain record systems as required; acquire knowledge of the industry and market; keep management and colleagues appropriately informed about his/her work; use personal effectiveness techniques at a level appropriate to the position; any and all other duties as required.
PREVIOUS WORK EXPERIENCE: Previous experience within a general insurance is essential
EDUCATION & QUALIFICATIONS: A good standard of education is essential.
SOFTWARE KNOWLEDGE: Microsoft office is essential.
SKILLS REQUIRED: High level of oral and written communication skills.
POSITION CREATED/VACATED: Vacated
CLIENT PROFILE: Medium sized SME broking firm located in the Western suburbs very close a major public transport hub.