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Assistant Broker

Job Title: Assistant Broker
Contract Type: Permanent
Location: Northern Suburbs Perth, Western Australia
Industry:
Salary: Apply thorugh advert now!
Reference: BBBH369
Contact Name: Catherine Lanigan
Contact Email: recruitment@implicor.com.au
Job Published: January 11, 2017 14:09

Job Description


Join small boutique firm in the northern suburbs - one on one to an 'easy going' friendly director.

GENERAL FUNCTIONS & TASKS

Will be provided in detail at client interview but will include - Will be provided by client at interview; but generally to assist with ensuring that the correct insurance needs of a portfolio of 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.

RELATIONSHIPS & AUTHORITY

Reports to the Director
Has authority and responsibility for the accurate and timely performance of their duties

QUALIFICATIONS & EXPERIENCE

You will need to have recent broking experience and current FSRA accreditation.

TECHNICAL SKILLS/SOFTWARE KNOWLEDGE

Good day to day experience with Microsoft office and broking software.

CLIENT OVERVIEW

Boutique broking firm located in the northern suburbs.