Insurance Administrator

Moretam Pty Ltd; Tamworth; On-site; AUD 55,000 - 75,000; Full time

Job summary

Moretam Pty Ltd in Tamworth, NSW, Australia, is seeking an Authorised Representative Service Assistant on a permanent full-time basis. The role supports the principal authorised representative and provides end-to-end administration for client portfolios, policies, claims, and contracts within a general insurance setting.

The successful candidate will engage with clients by phone, email and in-person meetings, handle enquiries, assist with policy renewals and payments, and ensure compliance with

Qualifications

• Previous administration experience
• Excellent written and verbal communication and interpersonal skills
• Ability to manage large client portfolios with demonstrated experience
• Ability to liaise with key stakeholders and assist when required
• Intermediate-advanced computer skills with the ability to use multiple systems effectively
• Strong attention to detail, organisation, and innovative thinking skills
• Ability to work independently as well as within a team
• Previous experience within Insurance is highly desirable
• Willingness to obtain T2 – General Insurance Compliance – General Advice qualification

Responsibilities

• Manage client portfolios, claims, policies, and contracts end-to-end including sales
• Communicate with clients via phone, email and face-to-face meetings to support their insurance needs
• Handle incoming and outgoing phone calls and enquiries ensuring customer satisfaction
• Process essential documents accurately and efficiently
• Assist in the renewal of insurance policies
• Follow up on any relevant payments with clients
• Other Ad-Hoc duties as required
• Ensuring compliance & industry training standards are meet as required

Skills

Administration

Client communication

Portfolio management

Attention to detail

Education

T2 – General Insurance Compliance – General Advice

Tools

CRM software

Microsoft Office

Job description

Your new company
Work with a well-known general insurance brand as an Authorised Representative Service Assistant and join the team on a permanent basis. This rare and exciting opportunity will allow you to apply your well-developed skillset within a close-knit and supportive environment. They have a strong presence & relationships throughout regional Australia.

The role will work closely with the principal authorised representative.

You will be responsible for the following

Manage client portfolios, claims, policies, and contracts end-to-end including sales

Communicate with clients via phone, email and face-to-face meetings to support their insurance needs

Handle incoming and outgoing phone calls and enquiries ensuring customer satisfaction

Process essential documents accurately and efficiently

Assist in the renewal of insurance policies

Follow up on any relevant payments with clients

Other Ad-Hoc duties as required

Ensuring compliance & industry training standards are meet as required.

What you’ll need to succeed

Previous administration experience

Excellent written and verbal communication and interpersonal skills

Ability to manage large client portfolios with demonstrated experience

Ability to liaise with key stakeholders and assist when required

Intermediate-advanced computer skills with the ability to use multiple systems effectively

Strong attention to detail, organisation, and innovative thinking skills

Ability to work independently as well as within a team

Previous experience within Insurance is highly desirable

Successful candidate must be willing to obtain a relevant industry qualification (T2 – General Insurance Compliance – General Advice)

What you’ll get in return

• You will enjoy a supportive and rewarding environment where modern tools and technology will be provided to you.
• Salary will be dependent on experience and you will have availability to maintain a healthy work, life balance.