Broking Assistant (NQI0001)

Duties and Responsibilities:

• Monitoring and lodging of insurance claims in CRM/systems.
• Prepare and Arrange Internal Filing System. (Creating Folders/Client Docs)
• Filing of Documents (Paperless) into Database.
• Updating and Maintaining client details.
• Prepare client letter templates
• Arrange Insurance Quotations using online systems
• Preparation of insurance schedules and policy renewals
• Email Management

Qualifications:

• Detail oriented.
• 2 years and above working experience in Australian Insurance.
• Prior hands-on experience in claims management and lodging.
• Experience in using WinBeat and OfficeTech is beneficial.
• Strong organisational, project management, and problem-solving skills with impeccable multi-tasking abilities.
• Ability to follow process and work independently.
• Communicate progress and/or report issues.
• Insurance experience would be beneficial.