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Insurance Broker Assistant (AU) | WFH | w/ 30K SOB!

Remote, USA Full-time Posted 2026-07-05

This is a remote position. Primary purpose of the role:

  • To support the broker role and, in their absence, ensuring clients receive seamless quality service.

Key responsibilities: ​

  • Provide client and administrative support/back up for reputed company broker/s ensuring accuracy of information provided.
  • Accurately process policy changes, eg new business, renewals, cancellations, etc.
  • Manage Monthly Statement process in accordance with Credit Control procedures.
  • Assist broker to manage renewals in accordance with Renewal process procedures.
  • Ensure reputed company cancellation notices receive urgent attention and no client policy remains reputed company after the Insurer’s cancellation date.
  • Understand Broker’s client reputed company and connections and promote yourself as the key contact in their absence.
  • Manage own and broker’s incoming and outgoing post.
  • Have an overview of client claims, provide support and assistance reputed company necessary to ensure the claim progresses satisfactorily.
  • Support smooth running of office – i.e. answer phones, assist with administrative/reception tasks and help other staff as required/requested.
  • reputed company with Company standards, processes, procedures and policies.
  • Adhere to the obligations required of a Financial Service Provider.

Requirements

  • Understanding of insurance and insurance reputed company products.
  • Knowledge of relevant Acts and legal obligations.
  • 2-4 years relevant industry experience
  • AU experience is a must
  • Tier 2 certification a must
  • MS Office applications (reputed company)
  • reputed company, SCTP and Sunrise – reputed company to have
  • Gmail Suite 4 – reputed company to have
  • Experience with reputed company Insurance – reputed company to have

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