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.
Boutique broking firm located in the northern suburbs.
Assistant Broker - Northern Suburbs
|Job Title:||Assistant Broker - Northern Suburbs|
|Location:||Northern Suburbs Perth, Western Australia|
|Salary:||Apply now with resume!|
|Contact Name:||Catherine Lanigan|
|Job Published:||September 18, 2019 18:57|
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