Financial Lines Underwriting Assistant

Financial Lines Underwriting Assistant

Department: Specialty Lines

Employment Type: Permanent - Full Time

Location: AU - Melbourne

Reporting To: Andrew Boyce

Description

Looking to start or advance your career in insurance? If you're detail-driven and eager to develop your underwriting expertise, we're looking for an enthusiastic and proactive Underwriting Assistant to join our Melbourne Financial Lines team and support our growing Financial Lines portfolio.

About the role

Reporting to the National Manager - Financial Lines , you'll play a vital role in supporting the underwriting team, processing high-volumes of data, servicing brokers, and ensuring the smooth running of day-to-day operations. This is a fantastic opportunity to develop technical expertise, gain exposure to building broker relationships, and contribute to a high-performing team.

You'll be responsible for data entry and management, preparation of new business and renewal quotes, managing policy documentation, and supporting underwriters with administrative and pre-underwriting tasks.

Why Join Us?
This is an opportunity grow your career in a supportive team that values development, collaboration, and connection. You'll gain exposure to underwriting processes, broker engagement, and process improvement while contributing to a business that's redefining insurance.

If you're ready to build your underwriting expertise and thrive in a dynamic, innovative culture, we want to hear from you.

Responsibilities Include

• Accurate data entry into CFC key systems to support the enquiry management and quoting processes s
• Support renewal, new business, and policy documentation processes
• Prepare pre-renewal quotes, including the reviewing and rating of binder renewals
• Process policy endorsements and manage cancellations
• Assist in maintaining broker relationships by ensuring timely and professional communication
• Work from a shared inbox to ensure emails are managed, and queries escalated as needed
• Support the preparation of quote documentation, proposals, and renewal presentations
• Contribute to the continuous improvement of processes and support broker relationships

About You

• Completion of secondary education
• Experience working in a busy, high-volume administrative or operational role
• Excellent attention to detail and organisational skills with the ability to calmly navigate competing priorities
• Ability to manage competing priorities to meet deadlines and handle high-volume, repetitive tasks
• Positive, professional, can-do attitude with a strong sense of accountability
• Strong written and verbal communication skills
• Proficiency in Microsoft Office and comfortable with IT systems
• Strong sense of accountability, initiative, and ability to work both autonomously and in a team setting
• Currently/interested in pursuing ANZIIF or equivalent insurance qualifications (preferred but not essential)
• Tertiary qualifications in business, finance, or a related field (preferred but not essential)
• Experience in insurance or underwriting, ideally with exposure to financial lines or general insurance will be well-regarded
• Exposure to underwriting processes, terminology, or working with brokers is an advantage
• Understanding of the Australian insurance market is highly regarded

Why you'll love working for CFC

We are proud winners of Top Insurance Employers 2022, 2023 and 2024 and 5-Star Diversity, Equity & Inclusion awards (Insurance Business Australia). All employees enjoy:

• Our 'Excellence Program' encourages and rewards a culture of high-performing individuals and teams
• 'You Do You Day' - an annual additional leave today to do something that brings you joy
• Commitment-free social club, with monthly in-office catch ups and quarterly events to get to know your colleagues better
• Annual end of financial year and end of calendar year events, in addition to social club arrangements
• Optional annual charity volunteering day, facilitated by us
• 3 additional personal leave days per year - for whatever you need
• Flexible public holidays - to celebrate our diversity you can "Swap" 2 public holidays for a more culturally significant day to suit you

Applications will only be considered where you clearly explain in an application letter why you are a match for this role. You must also include your resume.

Applicants must be an Australian Citizen or Permanent Resident to apply for this role.

Only shortlisted candidates will be contacted.