Assistant Account Manager (Ballarat)

Assistant Account Manager (Ballarat)

24 Sep
|
Streamline Insurance
|
Ballarat

24 Sep

Streamline Insurance

Ballarat

Streamline Insurance Pty Ltd – Ballarat VIC

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

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 strong 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 professional development opportunities

Clear career progression pathways within the business

Flexible working arrangements, including work-from-home options

Access to health and wellbeing benefits, 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 robust 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.

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📌 Assistant Account Manager (Ballarat)
🏢 Streamline Insurance
📍 Ballarat

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