Job Description

Posted 2 years ago

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 Group

PO Box 1839

GEELONG VIC 3220

Or: e-mail to robyn@adroitig.com.au

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