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This position plays a crucial role in supporting an insurance broker and ensuring smooth administrative operations. In this role you will work in a supportive and collaborative environment, where there are opportunities to develop your administrative skills.
If you thrive in a structured, client-focused environment and enjoy multitasking, this opportunity could be perfect for you!
Location: Stoneleigh, office-based role, hours are Monday - Thursday 8.45am - 5pm and Friday 8.45am-4.00pm
What does the role involve:
- Assisting the insurance broker with adding clients to the system.
- Completing trust forms and health questionnaires with clients.
- Following up with providers and clients for underwriting and form completion.
- Maintaining and updating figures and spreadsheets.
- Drafting wills after advice has been provided.
- Sending all relevant documents to clients.
- Strong organisational and administrative skills.
- Excellent communication and interpersonal abilities.
- Proficiency in managing spreadsheets and data entry.
- A keen eye for detail and commitment to accuracy.
