We are seeking a detail-oriented and customer-focused Insurance Process Executive to support Australian insurance brokers by processing policy documentation, managing client enquiries, preparing quotations, and providing administrative assistance. The ideal candidate will ensure accurate and efficient handling of insurance transactions while maintaining compliance with industry standards and delivering exceptional customer service.
Key Responsibilities
- Process new business applications, policy renewals, endorsements, and amendments.
- Prepare, issue, and follow up on insurance quotations.
- Respond to enquiries from brokers, clients, insurers, and internal teams in a timely manner.
- Prepare correspondence and documentation between clients and insurance providers for approval.
- Maintain accurate records of policies, endorsements, renewals, and client information.
- Assist customers with policy-related enquiries, payments, and administrative requests.
- Support complaint handling processes and escalate issues when required.
- Ensure compliance with company policies, privacy regulations, and Australian insurance industry standards.
- Review documents for accuracy and completeness before processing.
- Coordinate with internal departments to ensure smooth workflow and service delivery.
- Meet operational targets and service level agreements (SLAs).
- Contribute to continuous process improvement initiatives.
Required Skills & Qualifications
- Bachelor's degree in Commerce, Business Administration, Finance, or a related field.
- 1–5 years of experience in insurance processing, customer service, banking, financial services, or a similar back-office role.
- Excellent verbal and written English communication skills.
- Strong attention to detail and accuracy.
- Proficiency in MS Office (Excel, Word, Outlook).
- Ability to manage multiple tasks and work within deadlines.
- Strong organizational and problem-solving skills.
- Experience working with international clients or Australian processes will be an advantage.
Language:
Work Location: In person
