General Description

This role is suited to someone who is very process-oriented and can complete admin tasks efficiently and repetitively. They enjoy being part of a team and realise the importance of taking action and following through to deliver results which will help our clients move closer to achieving their insurance protection requirements.

The person who fulfills this role will be expected to complete insurance renewal, research, and retention tasks working closely with the Financial Adviser. There will be an expectation that the person fulfilling this role will become an expert at knowing different provider’s policy details and strong/weak points and have a detailed understanding of current and legacy insurance contracts.

The Insurance Assistant will also be respons