Insurance Administrator
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What you'll do
- Process new policy applications, renewals, endorsements, and cancellations in compliance with company and regulatory standards.
- Issue certificates of insurance (COIs), cover notes, and policy documentation accurately and in a timely manner.
- Review application forms and policy documents to verify accuracy and resolve discrepancies.
- Serve as a primary point of contact for routine administrative inquiries from clients, brokers, and underwriters via phone and email.
- Follow up with clients to collect outstanding documentation, signatures, or premium payment confirmations.
- Assist clients with routine updates, such as changes of address or policy adjustments.
- Maintain and update client databases, CRM records, and policy management systems.
- Ensure strict compliance with data privacy regulations and confidential handling of client data.
- Prepare routine administrative reports on renewals, policy statuses, and premium tracking.
- Assist with billing support, including invoicing, premium reconciliation, and payment tracking.
- Support the claims team by logging initial loss notifications and forwarding documents to adjusters.
- Identify opportunities to streamline administrative workflows and improve operational efficiency.
What they're looking for
- Education: High school diploma or equivalent (Associate’s or Bachelor’s degree preferred).
- Experience: 2+ years of administrative experience, preferably within an insurance agency, brokerage, or financial services environment.
- Technical Skills: Proficiency in MS Office Suite (Word, Excel, Outlook) and familiarity with CRM or policy management systems.
- Detail Orientation: Exceptional accuracy in data entry and document review.
- Communication: Strong written and verbal communication skills with a professional demeanor.
- Organisation: Demonstrated ability to prioritize tasks, manage high volumes of work, and meet strict deadlines.
Nice to have
- Relevant industry license or certifications (e.g., Tier 2 / Tier 1 Insurance Broking, Agent/Broker License, or AIS certification).
- Working knowledge of commercial or personal lines insurance products.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Location: Norwest, Sydney
Job Type: Full-Time, onsite
Job Summary
We are seeking an organized, detail-oriented Insurance Administrator to join our client's team. In this key operational role, you will manage day-to-day policy administration, process client documentation, maintain accurate records, and support our brokers/underwriters in delivering exceptional service. The ideal candidate possesses strong data management capabilities, excellent communication skills, and a solid understanding of insurance administration procedures.
Key Responsibilities
Policy & File Administration
Process new policy applications, renewals, endorsements, and cancellations in compliance with company and regulatory standards.
Issue certificates of insurance (COIs), cover notes, and policy documentation accurately and in a timely manner.
Review application forms and policy documents to verify accuracy and resolve discrepancies.
Client & Stakeholder Communication
Serve as a primary point of contact for routine administrative inquiries from clients, brokers, and underwriters via phone and email.
Follow up with clients to collect outstanding documentation, signatures, or premium payment confirmations.
Assist clients with routine updates, such as changes of address or policy adjustments.
Data Management & Compliance
Maintain and update client databases, CRM records, and policy management systems.
Ensure strict compliance with data privacy regulations and confidential handling of client data.
Prepare routine administrative reports on renewals, policy statuses, and premium tracking.
Operational Support
Assist with billing support, including invoicing, premium reconciliation, and payment tracking.
Support the claims team by logging initial loss notifications and forwarding documents to adjusters.
Identify opportunities to streamline administrative workflows and improve operational efficiency.
Qualifications & Skills
Required:
Education: High school diploma or equivalent (Associate’s or Bachelor’s degree preferred).
Experience: 2+ years of administrative experience, preferably within an insurance agency, brokerage, or financial services environment.
Technical Skills: Proficiency in MS Office Suite (Word, Excel, Outlook) and familiarity with CRM or policy management systems.
Detail Orientation: Exceptional accuracy in data entry and document review.
Communication: Strong written and verbal communication skills with a professional demeanor.
Organisation: Demonstrated ability to prioritize tasks, manage high volumes of work, and meet strict deadlines.
Preferred:
Relevant industry license or certifications (e.g., Tier 2 / Tier 1 Insurance Broking, Agent/Broker License, or AIS certification).
Working knowledge of commercial or personal lines insurance products.
What We Offer
Competitive salary.
- Opportunities for professional development and industry training/certification support. Clear pathways for insurance broker or underwriter.
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
qualification
- High Attention to Detail
- Clear Communication
- Problem-Solving & Critical Thinking
working at
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Company
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