Posted 3 years ago

Providing support to the Risk Adviser by assisting in the management and servicing of a portfolio of clients.

We are an Innovative Leader in our industry, with professional Qualified Brokers who provide Comprehensive Insurance Services to our clients.

This role requires a motivated, organised and detail orientated individual who will be responsible for;

• Assisting in the management and service of an existing portfolio of clients
• Completing customer sales enquiries and preparation of quotes
• Processing of all transactions
• Providing customer service (telephone, email, fax, mail) to clients, prospective clients, Underwriters and associated industry organisations
• Maintaining professional relationships with Insurers / Underwriters for the provision of financial services to clients
• Providing necessary claims assistance and services to ensure the client is satisfied with the handling of the claim
• Accurate file management meeting compliance requirements

Ideally the successful applicant will have a desire to embrace our Values of Trust, integrity, Courage whilst being Visionary with an enthusiasm for Community – that is to engage in, be involved in and support where we work and live.

Technical Requirements:

• Proven experience in a similar role in a General Insurance/Broking preferred
• Technical proficiency in policy coverage and reviews
• Strong attention to detail
• Exceptional time management skills
• Competency in MS Word, Excel and Outlook with CBS an advantage
• Insurance Qualification would be advantageous but not a pre-requisite

The Applicant:

• Committed to a career in General Insurance
• Proven experience in managing client and business relationships
• Proven experience in providing administrative assistance in the workplace
• Excellent interpersonal, oral and written communication skills
• Personal presentation appropriate for a professional services environment
• Committed to an AFS environment and structure

In return we offer a workplace with team participation and support, a professional working environment and ongoing education and training.

Salary per the award and commensurate to experience.

Please also note: Only shortlisted candidates will be contacted during the Recruitment Campaign

Please direct all correspondence to:

Robyn Nisbet

Private & Confidential

Adroit Insurance Insurance & Risk

PO Box 1839

GEELONG VIC 3220

Or: e-mail to robynn@adroit.com.au

The application form will include these questions:

• Which of the following statements best describes your right to work in Australia?
• How many years' experience do you have in the insurance industry?
• Have you completed a RG146 insurance broking accreditation?
• Do you have customer service experience in the insurance industry?
• Right to live and work

You must have the right to live and work in this location to apply for this job.