Senior Adviser Support

Adroit Geelong

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Closing date: Oct 10th 2022

Job Description

Posted 2 years ago

Adroit Insurance & Risk are looking for a Senior Adviser Support to join their dynamic team!

Provide assistance in the management and servicing of a portfolio of clients
Salary paid above the award and commensurate to experience
Extensive and ongoing professional development

About Us

We are an innovative leader in the insurance industry, with over 130 employees providing comprehensive insurance services to our clients in the local communities of Albury, Ballarat, Bendigo, Geelong, Gippsland and Melbourne. We are renowned for our work in the community and for providing tailored solutions to our clients.

About the role

Collaborating closely with our team of Professional Qualified Brokers, you will assist in the management and servicing of an existing portfolio of clients. Through administrative assistance and customer service you will make a significant contribution to maintaining our client and business relationships. The role also provides mentoring, training and guidance to the Internal Adviser team where required.

Duties

Prepare invoices for new or renewal insurance programs for a client
Provide administrative support to Risk Adviser as required
Provide customer service (telephone, email, fax, mail) to various stakeholders
Maintain professional relationships for the provision of financial services to clients
Provide necessary claims assistance and services to ensure client satisfaction
Accurate file management meeting compliance requirements
Mentor internal advisers

Desired skills, experience & qualifications

Minimum of 3 years experience in a similar role in General Insurance/Broking
Technical proficiency in policy coverage and review
Strong attention to detail and exceptional time management skills
Competency in MS Word, Excel and Outlook
Working knowledge of CBS/CBS Web
Tier 1 Insurance Qualification desired. Tier 2 Insurance Qualification minimum.

Culture

Our team choose to align their career with Adroit Insurance & Risk because we offer great training and education opportunities, and a respectful and collaborative working environment. We embrace the values of Trust, Integrity, Courage, being Visionary, and having an enthusiasm for Community.

Benefits

Ongoing education and training
Working from home flexibility
A strong health and wellbeing program with social activities
Supportive working environment in a great regional lifestyle
Salary paid above the award and salary sacrificed superannuation available

Employer questions

Your application will include the following questions:

Which of the following statements best describes your right to work in Australia?
Which of the following statements best describes your Covid-19 vaccination status?
How many years' experience do you have in the insurance industry?
Do you have customer service experience?
Have you completed a RG146 general insurance accreditation?

How to apply

Click APPLY and answer the screening questions to submit your application.

Take control of your career and apply today!