Broking Assistant (PFB0001)

DUTIES AND RESPONSIBILITIES

Internal Filing System: Maintain and update client records; organize digital files for easy retrieval and compliance.

Document Management: Save invoices and related documents into the Document Management System in accordance with company protocols.

Email Management: Manage incoming and outgoing communications to ensure timely responses and proper documentation.

Pre-Renewal Coordination: Allocate renewal tasks and issue pre-renewal templates, emails, and schedules.

Renewal Processing: Obtain renewal terms highlighting changes and claims history.

Quoting: Source comparative quotes using current client data and claim history.

Debtor Management: Retrieve debtor reports and send statement reminders.

Claims Tracking: Monitor and manage claims within the CRM system, ensuring accurate and up-to-date records.

QUALIFICATIONS

At least 2-3 years of AU Insurance experience

Experience in using INSIGHT, WinBEAT, Office tech, or any related platforms.

Strong organisational, project management and problem-solving skills with impeccable multi-tasking abilities.

Ability to follow process and work independently.

Communicate progress and/or report issues.