Where

Broker Assistant/Account Executive

Tidal Insurance Brokers
Dalby Full-day Full-time

Description:

Company Description

Tidal Insurance Brokers, with over 50 years of combined experience in the insurance industry, provides professional expertise in general insurance and risk management. As a member of the National Insurance Brokers of Australia and other professional bodies, Tidal Insurance Brokers has the capacity to secure specialized policies and premiums for clients. We are a leading provider of broking and risk management services throughout Australia, and we are dedicated to delivering exceptional service and peace of mind to our clients.

Role Description

An exciting opportunity exists for a Broker Assistant/Account Executive to join the team and provide end-to-end assisted management for our varied client book.

This is a full-time on-site role located in Arundel, QLD. You will be responsible for supporting insurance brokers with administrative tasks, maintaining customer records, and assisting with policy documentation and end-to-end management of a client portfolio.

The day-to-day tasks will include providing customer service, communicating with clients to gather necessary information, and ensuring all brokerage operations run smoothly.

Reporting to the Operations Director, you will:

  1. Play a pivotal role in supporting our business through daily administration, ensuring we deliver industry-leading insurance solutions to our key clients and stakeholders.

  2. Collaborate with various insurers on policy maintenance, account handling, preparing client claims histories, and addressing general inquiries regarding policy coverage and interpretation

  3. Assist in file reviews

  4. Stay informed about regulatory changes

  5. Handle in-bound and outbound phone calls providing outstanding customer service to key stakeholders;

  6. Emphasising strong computer literacy and impeccable organizational skills, you will assist in diary management for following up with insurers and updating clients, ensuring best-in-class service.

  7. Following up with clients and insurers

  8. Assist with Diary and email account management

Qualifications

  • Strong Communication and Customer Service skills

  • Experience in the Insurance industry and Brokerage support

  • Administrative Assistance skills

  • Attention to detail and ability to manage multiple tasks

  • Proficiency in Office Software. OfficeTech and INSIGHT experience is a bonus

  • Ability to work effectively in an on-site team environment

  • Relevant industry certifications or qualifications are advantageous

13 May 2025;   from: uworkin.com

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