Insurance Broker Assistant & Portfolio Manager

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

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.