Job Description
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 transparent path toward an Insurance Adviser role and beyond.
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Key responsibilities
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Supporting advisers through the renewals process, from preparation through to completion
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Liaising directly with clients to manage queries, gather information, and keep them informed
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Assisting with new business preparation and documentation
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Keeping client records and policy details accurate and up to date in our CRM
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Providing day-to-day administrative support to your senior adviser and the wider team
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About you
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No prior broking experience required, though familiarity with platforms like Sunrise is a bonus
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Strong knowledge of Microsoft Office and Adobe applications; HubSpot experience is highly regarded
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A genuine mindset to learn, grow, and take initiative
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About us
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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.
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A small, supportive and close-knit team where you'll work directly with a senior adviser to build your skills and industry knowledge
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Premium Sydney CBD location, with remote work arrangements available
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A genuine investment in your growth, professionally and personally
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📌 Assistant Insurance Broker (New South Wales)
🏢 Confio Insurance
📍 New South Wales