20 Aug
|
Confio Insurance
|
Sydney
20 Aug
Confio Insurance
Sydney
About the role
As an Assistant Insurance Adviser, you'll work closely with our team of advisers across the full client lifecycle. This role is a stepping stone for someone goal-oriented who wants to build their career within Confio, with a explicit path toward an Insurance Adviser role and beyond.
Key responsibilities
Supporting advisers through the renewals process, from preparation through to completion
Liaising directly with clients to manage queries, gather information, and keep them informed
Assisting with current business preparation and documentation
Keeping client records and policy details accurate and up to date in our CRM
Providing day-to-day administrative support to your senior adviser and the wider team
About you
No prior broking experience required, though familiarity with platforms like Sunrise is a bonus
Strong knowledge of Microsoft Office and Adobe applications; HubSpot experience is highly regarded
A genuine mindset to learn, grow, and take initiative
About us
Confio is a boutique insurance broking firm that's always looking for ways to do things differently. We're a luxury brand of insurance for clients who expect a personalised experience, and we hold ourselves to the same high standard our clients hold us to. We're young, energetic, and growth-minded, and we invest real time and energy into the personal and professional development of our people.
Perks
A small, supportive and close-knit team where you'll work directly with a senior adviser to build your skills and industry knowledge
Premium Sydney CBD location, with remote work arrangements available
A genuine investment in your growth, professionally and personally
📌 Assistant Insurance Broker Sydney
🏢 Confio Insurance
📍 Sydney