Roles & Responsibilities
Job Overview
This role will be heavily focused on customer service and client retention. Importance is placed on the individual’s attention to detail, speed of response, friendly and approachable demeanour.
As an Assistant Insurance Broker in the Business & Private Client Divisions, you will be working closely with the Division Managers.
The core responsibilities will be focused on the servicing of the existing clients in the PCG portfolio and assist in new business enquiries to the division.
This includes the pre-renewal email request, preparation of renewal terms, reviewing coverages, quote/requote with insurers, liaise with offshore employees on workflow and claims, assist with the preparation of presentation reports and any renewal or new business emails as required.
Key Responsibilities
Clients
- Provide exceptional service to all clients.
- Customers follow ups and service calls.
- Checking Policy schedules.
- Maintain filing of all customer interactions in office tech & CRM.
- Assisting clients with general enquiries.
- Coordinate with external resources on debtor management processes.
- Maintain and manage internal CRM across all workflows.
Underwriters/Insurers
- Assist with the negotiation of policy terms with approved insurers for new business, endorsements and renewals.
- Ensure correct usage of insurer online systems and broking platform INSIGHT.
Internal Staff
- Support and assist in the development and success of the local Sri Lankan team.
- Identify areas of inefficiencies with internal processes to help make workflow more efficient for the team.
Self-Development
- Continually develop by attending various training events, including both internal and external webinar programs.
Qualifications & Experience
- Bachelor’s degree in Business Administration, Finance, Insurance, Management, or a related field.
- 3-4 years of experience in insurance, financial services, or a client servicing role within insurance broking.
- Understanding of general insurance products, policy structures, and underwriting processes is preferred.
- Experience working with CRM systems and insurance/broking platforms (e.g., INSIGHT or similar) is an added advantage.
- Exposure to Australian insurance processes will be an added advantage.
Key Tasks
- Efficient management & execution of pre-renewal list
- Manage turnaround time to clients on all queries
- Assist with reviewing and updating client renewal forms in CRM
- Complete renewal quotes via broking system INSIGHT
- Complete new business quotes via broking system INSIGHT
- In house training sessions
- Underwriter Webinar sessions
- Accurate and timely processing
- No underwriting breaches recorded
- Monthly File Reviews
- Completion of client disclosure requirements
Key Competencies
- Customer Service
- Professional Self development
- Compliance
