Assistant / Account Executive

Johansen Insurance Brokers Pty Ltd.; Greater Bendigo; On-site; AUD 55,000 - 75,000; Full time

Benefits offered by this job

Flexible work options

Professional development opportunities

Friendly team environment

Job summary

Johansen Insurance Brokers Pty Ltd. is seeking a motivated Broker Assistant to join our Bendigo office.

You will support senior brokers while also managing a portfolio of your own and providing exceptional client service within a friendly, professional team. Responsibilities include servicing existing clients, handling renewals and policy amendments, and preparing quotations and documentation with attention to detail.

Qualifications

• Previous experience in insurance broking or broker support
• Insurance broking qualifications (Diploma or Tier 1 highly regarded)
• Excellent communication and interpersonal skills
• Strong attention to detail and organisational abilities
• Ability to manage competing priorities and work effectively within a team
• A positive attitude, initiative and a willingness to learn
• Experience using insurance broking software, particularly Insight, would be advantageous however training will be provided

Responsibilities

• Managing and servicing an existing portfolio of clients
• Assisting with new business, renewals and policy amendments
• Preparing insurance quotations, proposals and policy documentation
• Liaising with clients, insurers and underwriters
• Providing exceptional customer service and building strong client relationships
• Maintaining accurate client records and ensuring compliance requirements are met
• Providing administrative and operational support to the broking team

Skills

Communication skills

Interpersonal skills

Organisational skills

Teamwork

Education

Diploma or Tier 1 insurance broking qualification

Tools

Insight Insurance Software

Job description

Join Our Team!

Johansen Insurance Brokers is seeking a motivated, enthusiastic and highly skilled Broker Assistant to join our team in our Bendigo office.

We’re looking for someone who is ready to take the next step with their career and assist senior brokers internally whilst also managing a portfolio of your own. You will be organised, customer-focused and enjoy working as part of a supportive and professional team.

About Us

Johansen Insurance Brokers is an established insurance broking business with offices in Bendigo and Wangaratta. We pride ourselves on providing personalised service, building strong client relationships and delivering quality insurance solutions tailored to our clients' needs. With a friendly and supportive team, we are committed to maintaining a professional yet welcoming workplace where everyone is valued.

About the Role

Depending on your qualifications and experience, your responsibilities will include:

• Managing and servicing an existing portfolio of clients
• Assisting with new business, renewals and policy amendments
• Preparing insurance quotations, proposals and policy documentation
• Liaising with clients, insurers and underwriters
• Providing exceptional customer service and building strong client relationships
• Maintaining accurate client records and ensuring compliance requirements are met
• Providing administrative and operational support to the broking team

About You

The ideal candidate will have:

• Previous experience in insurance broking or a broker support role
• Insurance Broking qualifications (Diploma or Tier 1 highly regarded)
• Excellent communication and interpersonal skills
• Strong attention to detail and organisational abilities
• The ability to manage competing priorities and work effectively within a team
• A positive attitude, initiative and a willingness to learn
• Experience using insurance broking software, particularly Insight, would be advantageous however training will be provided

What We Offer

• Full-time employment
• Flexibility
• Competitive remuneration (dependent on qualifications and experience)
• A friendly, supportive and professional team environment
• Opportunities for ongoing professional development and career progression
• A varied and rewarding role within the insurance industry

We look forward to hearing from you!