Insurance Admin/broker Assistant Mornington

Insurance Admin/broker Assistant Mornington

21 Sep
|
Reliant Business Insurance
|
Mornington

21 Sep

Reliant Business Insurance

Mornington

Reliant Business Insurance is a Mornington VIC based insurance brokerage helping small businesses across Australia get the right cover, with a particular focus on the trades industry. We take a straightforward, personal approach and our clients get advice they can actually understand, including real support when it matters most: at renewal, and at claim time.

The Role

We're looking for an Insurance Broking Assistant to support our brokers with the day-to-day administration that keeps our clients properly covered. It's a hands-on role, well suited to someone who enjoys detail-focused work and wants to build a career in insurance broking.

Key Responsibilities
Process recent business, renewals, endorsements and cancellations
Claims management, including claim lodgement, follow-up, and client communications.
Prepare certificates of currency, policy schedules and renewal documentation
Liaise with insurers and underwriters to obtain quotes and finalise policy details
Maintain accurate client records in our broking system
Respond to client enquiries regarding policy coverage and documentation




Support our brokers with general administrative tasks as needed

What We're Looking For

Qualifications & Experience
Experience in insurance, financial services or general administration (well regarded but not essential)
Tier 1 or Tier 2 qualification in General Insurance, or willingness to obtain one
Comfortable learning new software and broking platforms

Skills & Attributes
Robust attention to detail and accuracy
Valuable organisational skills and the ability to manage multiple priorities
Clear, professional written and verbal communication
A genuine interest in helping small business owners get the right cover

Why Join Reliant Business Insurance?
A supportive, small-team setting where your work is noticed
A genuine opportunity to grow into a broking career
Hybrid working arrangement
Be part of a business that genuinely looks after its clients, particularly tradies who rely on us to get it right
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📌 Insurance Admin/broker Assistant Mornington
🏢 Reliant Business Insurance
📍 Mornington

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