Job Description

Posted 3 years ago

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

PO Box 1839

GEELONG VIC 3220

Or: e-mail to robyn@adroitig.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?

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