Insurance Admin/Broker Assistant

Reliant Business Insurance; Mornington; Hybrid; AUD 55,000 - 75,000; Full time

Benefits offered by this job

Hybrid working arrangement

Job summary

Reliant Business Insurance in Mornington (VIC) is seeking an Insurance Broking Assistant to support our brokers with day-to-day administration, helping clients stay properly covered. The role suits someone who enjoys detail-oriented work and wants to build a career in insurance broking.

You'll process new business, renewals, endorsements and cancellations, manage claims, liaise with insurers, maintain client records, and assist with general admin in a friendly, small-team environment offering

Qualifications

• Experience in insurance, financial services or general administration.
• Tier 1 or Tier 2 qualification in General Insurance, or willingness to obtain one.
• Comfortable learning new software and broking platforms.

Responsibilities

• Process new business, renewals, endorsements and cancellations
• Claims management, including claim lodgement, follow-up, and client communications
• Prepare certificates of currency, policy schedules and renewal documentation
• Liaise with insurers and underwriters to obtain quotes and finalise policy details
• Maintain accurate client records in our broking system
• Respond to client enquiries regarding policy coverage and documentation
• Support our brokers with general administrative tasks as needed

Skills

Attention to detail

Organisational skills

Clear written and verbal communication

Interest in helping small business

Education

Tier 1 General Insurance qualification

Job description

Reliant Business Insurance is a Mornington VIC based insurance brokerage helping small businesses across Australia get the right cover, with a particular focus on the trades industry. We take a straightforward, personal approach and our clients get advice they can actually understand, including real support when it matters most: at renewal, and at claim time.

The Role

We're looking for an Insurance Broking Assistant to support our brokers with the day-to-day administration that keeps our clients properly covered. It's a hands-on role, well suited to someone who enjoys detail-focused work and wants to build a career in insurance broking.

Key Responsibilities

• Process new business, renewals, endorsements and cancellations
• Claims management, including claim lodgement, follow-up, and client communications.
• Prepare certificates of currency, policy schedules and renewal documentation
• Liaise with insurers and underwriters to obtain quotes and finalise policy details
• Maintain accurate client records in our broking system
• Respond to client enquiries regarding policy coverage and documentation
• Support our brokers with general administrative tasks as needed

What We're Looking For

Qualifications & Experience

• Experience in insurance, financial services or general administration (well regarded but not essential)
• Tier 1 or Tier 2 qualification in General Insurance, or willingness to obtain one
• Comfortable learning new software and broking platforms

Skills & Attributes

• Strong attention to detail and accuracy
• Good organisational skills and the ability to manage multiple priorities
• Clear, professional written and verbal communication
• A genuine interest in helping small business owners get the right cover

Why Join Reliant Business Insurance?

• A supportive, small-team environment where your work is noticed
• A genuine opportunity to grow into a broking career
• Hybrid working arrangement
• Be part of a business that genuinely looks after its clients, particularly tradies who rely on us to get it right