Brokers Assistant

National Credit Insurance; City of Melbourne; On-site; AUD 60,000 - 75,000; Full time

Job summary

National Credit Insurance in Melbourne is seeking a skilled administrator to join our friendly Sales team. You will provide high‑level admin support, organize materials for meetings, manage policy documents, and keep CRM records up to date to support sales workflows.

The role is permanent, full‑time (37.5 hours per week) with opportunities for career growth. We offer a supportive team, comprehensive training, and a culture that values initiative, accuracy, and customer service.

Qualifications

• Experience in an administrative/customer support role.
• Interest or experience in the financial services industry.
• Sound communication, attention to detail and organisational skills.
• Dynamic and adaptable to change.

Responsibilities

• Prepare and organise sales materials and documentation for meetings and submissions.
• Coordinate with insurers for quotes and policy documents, ensuring timely follow-ups.
• Manage policy administration including client communications and document management.
• Maintain CRM systems and databases with updated prospect and policy information.
• Support sales operations through meeting attendance, minute preparation, and ad-hoc tasks as needed.

Skills

Administrative experience

Customer support

Communication skills

Attention to detail

Tools

CRM systems

Document management software

Job description

At NCI, our employees are at the heart of everything we do. As Australia's leading trade credit insurance broker, we partner with companies (our clients) to protect their profits and help them grow. Our dedicated team of 200 employees across Australia, NZ and Asia are client focused, welcoming and supportive.

About this role

We are looking for a skilled administrator to join our friendly and high-performing Melbourne-based Sales team. This role provides high-level administration support to the Sales team, for example:

• Prepare and organise sales materials and documentation for meetings and submissions.
• Coordinate with insurers for quotes and policy documents, ensuring timely follow-ups.
• Manage policy administration including client communications and document management.
• Maintain CRM systems and databases with updated prospect and policy information.
• Support sales operations through meeting attendance, minute preparation, and ad-hoc tasks as needed.

This opportunity is a permanent, full time (37.5 hours per week) position with the potential for career growth in the future.

About you

Our ideal candidate will demonstrate:

• Experience in an administrative/customer support role.
• Either a genuine interest or experience in the financial services industry.
• Sound communication, attention to detail and organisational skills.
• A dynamic way of working and adaptability to change.

We will provide you with comprehensive training and support to ensure your success.

What we offer

NCI provides a wonderful work environment (based on St Kilda Rd), additional leave, volunteer days, team lunches and more! We are focused on career development opportunities for our employees and people who join us often stay for a long time! Our leaders are down to earth, we work hard, and we have fun doing it!

NCI is backed by Steadfast Group Ltd, an ASX 100 company yet we maintain a close-knit community culture. At NCI, integrity is paramount, and we prioritise offering excellent benefits that recognise the value each individual brings. Here, you're not just a number; you're an essential part of the NCI team. Visit our website https://www.nci.com.au/careers/to find out more.