AU Insurance VA (Tier 1 Support)
Full-time
We Do Virtual Assistants
Role Overview
We are seeking a highly organized and Tier 1 Certified Insurance Broker Assistant to support our Australian-based brokerage. Unlike standard administrative roles, you will play a critical part in giving professional general advice, handling complex policy renewals, endorsements, and technical client queries while ensuring 100% compliance with ASIC regulations.
Key Responsibilities
- Policy Management: Process new business applications, renewals, and mid-term adjustments via platforms like Winbeat & SCTP.
- Claims Advocacy: Manage end-to-end claims, acting as the liaison between the client and the Australian insurer to ensure timely settlements.
- Compliance: Maintain meticulous records in the CRM, ensuring all "Best Interest Duty" requirements are documented.
- Client Engagement: Handle high-level queries from Australian clients regarding policy coverage and premium funding options.
Qualifications & Requirements (Non-Negotiable)
- Completed RG146 Tier 1 – Insurance Broking
- Minimum 3-5 years’ experience in Australian general insurance broking
- Strong knowledge handling SME- Business Pack and Commercial insurance products (Professional Indemnity, Property, Liability, PI, Motor, etc.)
- Excellent written and verbal English communication skills
- Experience working Australian hours
Preferred Skills
- Experience using Australian broking platforms
- Strong attention to detail and compliance awareness
- Ability to manage multiple accounts and deadlines
- Self-driven and capable of working independently in a remote setup
What We Offer:
- Full-Time Position, Start/Finish times can be flexible to work in with the suitable candidates living arrangements.
- Alignment with the Australian Holiday Schedule
- Fully Remote Work Setup – all necessary IT equipment provided
- A Supportive and Collaborative Team Environment that values growth and teamwork
Vacancy posted 20 days ago
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