Assistant Insurance Broker (City of Sydney)

Assistant Insurance Broker (City of Sydney)

21 Aug
|
Confio Insurance
|
City of Sydney

21 Aug

Confio Insurance

City of Sydney

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 clear 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 new 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, dynamic, and growth-minded, and we invest real time and energy into the personal and professional development of our people.

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 work from home arrangements available

A genuine investment in your growth, professionally and personally

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📌 Assistant Insurance Broker (City of Sydney)
🏢 Confio Insurance
📍 City of Sydney

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