06 Sep
|
Streamline Insurance
|
Ballarat
06 Sep
Streamline Insurance
Ballarat
About the Role
This position is suited to someone looking to build or advance their career in insurance broking within a supportive and professional environment. You will work closely with an experienced broker to assist in the management of client portfolios while gaining exposure to a broad range of insurance products and industries.
Key responsibilities include:
Assisting with the preparation of quotes, renewals, and policy documentation
Liaising with insurers to obtain terms, quotes, and key information
Supporting in the day-to-day management of client portfolios
Responding to client enquiries and providing ongoing service support
Processing endorsements, certificates of currency, and policy updates
Maintaining accurate client records and ensuring compliance requirements are met
Assisting with claims coordination and follow-up as required
General administration duties
About You
Experience in insurance, administration, or a client service role (preferred)
Strong attention to detail and organisational skills
Excellent communication and interpersonal abilities
A proactive mindset with a robust willingness to learn
Ability to manage competing priorities and meet deadlines
Tier 1 qualification (or willingness to obtain)
What We Offer
At Streamline Insurance, we value our people and are committed to creating a supportive and rewarding workplace. In this role, you can expect:
Competitive salary with performance-based incentives
Ongoing training and career development opportunities
Clear career progression pathways within the business
Versatile working arrangements, including work-from-home options
Access to health and wellbeing advantages, including discounted insurance products
A collaborative, inclusive culture that supports work-life balance
About Us
Streamline Insurance is a locally owned and growing brokerage based in Ballarat, focused on delivering clear advice, responsive service, and practical insurance solutions to our clients.
We pride ourselves on building strong relationships, acting with integrity, and simplifying the insurance process so our clients can make confident decisions. We are committed to being reliable, transparent, and easy to deal with—values that underpin everything we do.
As we continue to grow, we’re looking for an Assistant Account Manager who shares our commitment to service excellence and wants to be part of a supportive, client-focused team.
📌 Assistant Account Manager Ballarat
🏢 Streamline Insurance
📍 Ballarat