About the Company
Alan Wilson Insurance Brokers is a respected, long-established brokerage known for delivering personalised, 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).
- 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, robust 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:
https://www.gbsrecruitment.com.au/wp-content/uploads/2025/11/Broker-Assistant-PD-Nov-2025.pdf
For a confidential discussion regarding this opportunity and the package on offer, please contact Rob Darby or Rachael Newton on 03 5174 2665 or via info@gbsrecruitment.com.au
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