* Broad exposure across clients, insurers, and end-to-end broking processes
* Strong team culture in a reputable, client-focused brokerage
About Our Client
Our client is a well-established, purpose-driven insurance brokerage with a strong reputation for delivering outstanding client outcomes. With a focus on long‐term relationships, service excellence, and continuous growth, they are committed to being a trusted partner to their clients across a broad range of industries.
They are now seeking an Assistant Account Manager to support their broking operations and play a key role in maintaining service standards, managing client relationships, and contributing to business growth.
Job Description
* Provide end‐to‐end administrative and operational support to Account Managers across a portfolio of clients.
* Assist with renewals, endorsements, and new business processing in line with internal procedures and service standards.
* Prepare client documentation including submissions, quotation slips, and policy documentation.
* Manage invoicing, renewal processing, and general policy administration within required timeframes.
* Liaise with clients, insurers, and internal stakeholders to ensure smooth service delivery and strong relationships.
* Lodge, manage, and follow up on claims, ensuring timely resolution and clear communication with clients.
* Support Account Managers in identifying opportunities to grow and retain the client base.
* Maintain accurate client records, filing, and CRM updates to ensure compliance and audit readiness.
* Handle inbound enquiries professionally, providing prompt and courteous assistance at all times.
* Assist with general office administration including scanning, filing, and coordination of documentation.
* Contribute to team performance targets including client retention, service standards, and operational KPIs.
The Successful Applicant
* Previous experience in insurance broking, underwriting support, or financial services administration is advantageous.
* Strong organisational skills with the ability to manage competing priorities and deadlines.
* High level of attention to detail and accuracy when handling documentation and data.
* Excellent written and verbal communication skills with a strong client‐service mindset.
* Ability to build relationships with internal stakeholders, clients, and insurers.
* Resilient and adaptable, comfortable working in a fast‐paced and dynamic environment.
* Proficient in Microsoft Office and CRM systems.
* A proactive attitude with a willingness to learn and develop within the insurance industry.
* Strong problem‐solving skills with the ability to manage sensitive or complex client situations professionally.
What's on Offer
* Opportunity to build a long‐term career within insurance broking and progress to an Account Manager role
* Supportive and collaborative team environment with a strong focus on development
* Exposure to a diverse client portfolio and end‐to‐end broking processes
* Ongoing training and professional development opportunities
* Join a business with a strong culture of growth, accountability, and client‐first service
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