Broker Assistant (Trades)

About the Role

Clarity Partners is seeking a Broker Assistant to join a medium-sized, privately owned insurance brokerage within their Trades SME team. In this role, you'll provide administrative and operational support to two experienced brokers on their portfolios of trades and commercial clients. 

It's a fantastic opportunity for someone with strong organisational skills, a customer-focused approach and a genuine interest in building a long-term career in insurance broking. This opportunity is for insurance professionals with 12-24 months of experience, suitable for those at an Insurer, wanting to take the leap into broking. 

Key Responsibilities

• Provide day-to-day administrative support to your Broker team of 2. 
• Prepare renewal documentation, policy schedules and insurance correspondence.
• Process new business, endorsements, renewals and cancellations accurately.
• Liaise with insurers, underwriters and clients regarding policy enquiries.
• Maintain accurate client records and documentation within internal systems.
• Assist with obtaining quotations and preparing insurance submissions.
• Support claims administration and follow up outstanding information where required.
• Ensure all work is completed in accordance with compliance and service standards.

About You

• Previous experience in insurance broking, insurance administration or a similar support role is highly regarded.
• Experience supporting commercial or trades insurance portfolios is advantageous.
• Knowledge across any of these commercial lines is advantageous: Workers compensation, Liability, Contract works, builders warranty, heavy and light motor.
• Strong organisational skills with the ability to manage multiple priorities.
• Excellent communication and customer service skills.
• High level of accuracy and attention to detail.
• Proficient with Microsoft Office and confident learning new systems.
• A positive, team-oriented attitude with a willingness to learn and grow.
• Tier 1 Insurance Broking qualifications (or willingness to obtain) will be highly regarded.

Why This Role

• Salary of $65,000 – $85,000 + Super, depending on experience.
• Join a supportive and collaborative team with a strong reputation in the industry.
• Down to earth, personable culture. 
• Ongoing training, mentoring and genuine career progression opportunities.
• Exposure to a diverse portfolio of commercial and trades clients.
• Easy access office located in Perth's Inner Suburbs, close to public transport links. 
• Stable, long-term opportunity within a growing brokerage committed to exceptional client service.

If you're an experienced Broker Assistant or an Insurance Junior looking to join a well-established brokerage that values collaboration, professional development and exceptional client service, we'd love to hear from you.

Apply now or contact Ellis for a confidential discussion about this opportunity.