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Broker assistant

Traralgon
GBS Recruitment
Broker
Posted: 12 December
Offer description

About the Company

Alan Wilson Insurance Brokers is a respected, long-established brokerage known for delivering personalized, professional risk solutions to clients across a diverse range of industries. They are seeking a motivated and detail‑oriented Broker Assistant to support their Senior Account Executives and Branch Manager in providing exceptional service to their clients.


About the Role

As a Broker Assistant, you will play a key role in supporting their brokers and branch operations. You will work closely with internal and external stakeholders, complete processing tasks with accuracy, and assist in delivering high-quality customer service. This role is ideal for someone currently working towards, or already holding, a Tier 1 qualification and looking to build a strong career in insurance broking.


Key Responsibilities

* Provide outstanding customer service to clients, insurers, and internal stakeholders.
* Process new business, endorsements, renewals, and general policy administration.
* Support Brokers and Branch staff at all levels by following processes, instructions, and completing delegated tasks.
* Accurately manage Winbeat processing and invoicing procedures.
* Maintain electronic filing and task management using OfficeTech.
* Work efficiently across insurer portals, platforms, and Sunrise systems.
* Assist with general administrative support to ensure smooth branch operations.


What's required from you

* Tier 1 qualification (completed or currently working towards) is preferred but not essential.
* Strong literacy across insurer platforms, portals, and Sunrise systems.
* Solid understanding of technology and systems, including Microsoft Office (Word and Excel).
* High attention to detail, strong organisational skills, and the ability to follow processes confidently.
* A proactive approach, willingness to learn, and a positive attitude.


Why Join Alan Wilson Insurance Brokers?

* Be part of a supportive, experienced team committed to your development.
* Opportunities for ongoing training, career progression, and professional growth.
* A workplace that values professionalism, collaboration, and client service excellence.
* Excellent employment benefits and professional development opportunities on offer.


How to apply

A personalised covering letter and resume must be received by close of business Monday 15th December 2025.

For a copy of the position description please click the following link:

For a confidential discussion regarding this opportunity and the package on offer, please contact Rob Darby or Rachael Newton on 03 5174 2*** or via ****@gbsrecruitment.com.au

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