Insurance Broker Support Coordinator

HR Savvy Consulting

Orange City Council

On-site

AUD 50,000 - 70,000

Full time

8 days ago

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Job summary

Morgan Insurance in Orange, NSW is seeking a Broker Support Coordinator to assist the Director and team, keeping client records accurate and responsive. Insurance experience is desirable, but a capable administrator with aptitude, professionalism, and drive to learn will be considered.

You will coordinate administration, follow up tasks and communications, helping maintain a smooth office run while you build insurance knowledge and grow with the team.

Qualifications

  • Strong administration and organisational skills.
  • Exceptional attention to detail in documentation and client records.
  • Excellent verbal and written communication, with a warm, professional telephone manner.
  • Ability to understand insurance terminology and learn new processes quickly.
  • Proactive with initiative, judgement and reliable follow-through.

Responsibilities

  • Support quotes, renewals and policy administration under the broker’s direction.
  • Prepare accurate documentation and maintain up-to-date client records.
  • Liaise professionally with clients, insurers and other stakeholders.
  • Track outstanding information, deadlines and follow-up actions.
  • Coordinate appointments, correspondence and day-to-day office administration.
  • Learn insurance systems and processes, and identify ways to improve efficiency.

Skills

Administration
Attention to detail
Communication
Insurance terminology

Job description

Looking for a rewarding professional role that fits around school hours? Morgan Insurance offers the opportunity to build your insurance knowledge, work closely with an experienced broker and become an integral part of a respected local business.

We’re seeking a capable, proactive Broker Support Coordinator to support the Director, work closely with the team and help keep our Orange office running smoothly. Insurance experience is highly desirable, but we’re equally interested in an outstanding administrator with the aptitude, professionalism and drive to learn.

About Morgan Insurance

Morgan Insurance is an established, locally owned insurance brokerage supporting businesses, rural clients and individuals across Orange, Cowra and the wider Central West. Our business is built on trusted relationships, personalised service and following through for our clients.

Your role

Working closely with the Director and broader team, you’ll coordinate the administration and follow-up that underpin responsive client service. Your responsibilities will include:

  • Supporting insurance quotes, renewals and policy administration under the broker’s direction.
  • Preparing accurate documentation and maintaining up-to-date client records.
  • Liaising professionally with clients, insurers and other stakeholders.
  • Tracking outstanding information, deadlines and follow-up actions.
  • Coordinating appointments, correspondence and day-to-day office administration.
  • Learning insurance systems and processes, and identifying ways to improve efficiency.
What will make you successful

You’ll be someone who takes pride in the quality of your work and the way you represent the business. You’ll bring:

  • Immaculate professional presentation and a polished, confident manner with clients.
  • Excellent verbal and written communication, including a warm, professional telephone manner.
  • Strong administration skills and exceptional attention to detail, with a thorough, accurate approach to documentation and client records.
  • A process-driven approach, confidently following procedures, tracking deadlines and ensuring every step is completed.
  • Demonstrated experience learning and effectively navigating business systems, with the ability to pick up new software and manage information efficiently.
  • The aptitude to understand detailed information and learn insurance terminology.
  • Initiative, sound judgement and the confidence to ask questions.
  • Reliable follow-through, strong organisation and the ability to manage competing priorities.
  • A positive, accountable approach and a genuine interest in supporting clients and colleagues.
  • Insurance or broking support experience will be highly regarded but is not essential. Experience in financial services, professional services, executive assistance or a demanding administration role could also provide a strong foundation.
Flexibility around school hours:

ideally five days per week, with four days considered for the right candidate.

A valued role:

work directly with the Director and make a visible contribution.

Training and development:

build your insurance knowledge with support and guidance.

Room to grow:

potential to develop into broking or broader office responsibilities.

Remuneration reflecting your skills and experience.

A local team:

build rewarding professional relationships close to home.

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