Insurance Broker Assistant — Training, Growth & Extra Leave

National Credit Insurance (Brokers) Pty Ltd; City of Melbourne; On-site; AUD 50,000 - 70,000; Full time

Benefits offered by this job

Additional leave

Volunteer days

Team lunches

Career development opportunities

Job summary

National Credit Insurance (Brokers) Pty Ltd in Melbourne seeks an administrative professional to prepare materials, coordinate with insurers, and manage policy documentation. You will support sales operations and maintain CRM records, contributing to client communications and timely submissions.

The role suits someone with admin experience and an interest in financial services, showcasing a proactive, detail-oriented approach in a collaborative team environment.

Qualifications

• Experience in an administrative/customer support role.
• Either genuine interest or experience in the financial services industry.
• A positive, proactive, can-do attitude and strong communication.

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

Admin experience

Customer support

Financial services interest

Tools

CRM systems

Job description

National Credit Insurance (Brokers) Pty Ltd in Melbourne seeks an administrative professional to prepare materials, coordinate with insurers, and manage policy documentation. You will support sales operations and maintain CRM records, contributing to client communications and timely submissions.

The role suits someone with admin experience and an interest in financial services, showcasing a proactive, detail-oriented approach in a collaborative team environment.