Broker Onboarding & Diary Coordinator — EA to Head of Agencies

Coolkid Psychology Pty; Melbourne; On-site; AUD 100,000 - 110,000; Full time

Job summary

Agency Administrator / EA to Head of Agencies is a Melbourne-based role within an underwriting agency. The position focuses on administering broker distribution as the panel grows and acting as EA to the Head of Agencies.

The role requires strong organisational skills and attention to detail. Key duties include onboarding brokers, sending packs and reference materials, maintaining broker records, producing monthly bordereaux, handling broker inquiries, and supporting the distribution strategy.

Qualifications

• Broker onboarding or distribution administration experience.
• Experience with bordereaux, broker portals or policy systems.
• EA or executive support experience.

Responsibilities

• Onboarding brokerages and users, including platform logins, access and password support.
• Sending welcome packs, PDS, TMD and reference material to brokers.
• Keeping the broker database current as broker staff join, leave and move.
• Preparing the monthly insurer bordereau.
• Handling broker enquiries and escalations.
• Supporting the Head of Agencies' diary and distribution strategy.

Skills

Broker onboarding

Executive support

Attention to detail

Broker portals

Policy systems

Tools

Broker portals

Policy systems

Job description

Agency Administrator / EA to Head of Agencies is a Melbourne-based role within an underwriting agency. The position focuses on administering broker distribution as the panel grows and acting as EA to the Head of Agencies.

The role requires strong organisational skills and attention to detail. Key duties include onboarding brokers, sending packs and reference materials, maintaining broker records, producing monthly bordereaux, handling broker inquiries, and supporting the distribution strategy.