Renewals & Policy Admin Specialist – Insurance

Work Initiatives; Parramatta; On-site; AUD 65,000 - 90,000; Full time

Job summary

Work Initiatives is seeking an Account Executive to join its boutique insurance brokerage in Parramatta. The role focuses on renewal processing, policy administration and the operational side of insurance broking, ensuring deadlines are met and clients receive high service levels.

You will coordinate renewals with clients and insurers, maintain records in the brokerage system and work closely with the broking team to deliver accurate documentation and timely responses.

Qualifications

• Experience in renewals, policy processing or insurance administration.
• Strong understanding of insurance policies and the broking process.
• Excellent attention to detail and organisational skills.
• Ability to manage multiple renewals and deadlines.

Responsibilities

• Manage and process annual insurance renewals, preparing renewal documentation and submissions for insurers.
• Liaise with insurers to obtain renewal terms, premiums and policy conditions.
• Review renewal terms and documentation for accuracy and completeness.
• Process policy endorsements, amendments, cancellations and other mid-term adjustments.
• Maintain accurate client records and policy information in the brokerage management system.
• Respond to client and insurer enquiries regarding renewals and policy administration.
• Follow up outstanding information from clients and insurers to ensure timely processing.
• Collaborate with Account Executives, Brokers and support staff to maintain efficient workflows.
• Ensure all policy documentation is issued, recorded and distributed correctly.

Skills

Attention to detail

Organisational skills

Communication skills

Client liaison

Policy documentation

Education

Tier 1 insurance qualification

Job description

Work Initiatives is seeking an Account Executive to join its boutique insurance brokerage in Parramatta. The role focuses on renewal processing, policy administration and the operational side of insurance broking, ensuring deadlines are met and clients receive high service levels.

You will coordinate renewals with clients and insurers, maintain records in the brokerage system and work closely with the broking team to deliver accurate documentation and timely responses.