1 - 2 years of experience in insurance, financial services, or a client servicing role within insurance broking. Please refer to the job advert for further information.
Assistant Insurance Broker | Colombo 06
We are a fully owned subsidiary of Freedom Finance Australia which functions in the Financial Planning Industry, providing comprehensive support and solutions to financial advisory needs, enabling our clients "Live their Best Life".
Responsibilities
- Provide exceptional service to all clients.
- Maintain filing of all customer interactions in office tech & CRM.
- Coordinate with external resources on debtor management processes.
- Maintain and manage internal CRM across all workflows.
- Assist with the negotiation of policy terms with approved insurers.
- Ensure correct usage of insurer online systems and broking platform INSIGHT.
- Support and assist in the development and success of the Sri Lankan team.
Requirements
- Bachelor’s degree in Business Administration, Finance, Insurance, Management, or a related field.
- 1 - 2 years of experience in insurance, financial services, or a client servicing role within insurance broking.
- Understanding of insurance products, policy structures, and underwriting processes.
- 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.
The compensation package will be determined by market standards and will be subject upon qualifications and experience relevant to the position.
PLEASE CLICK THE APPLY BUTTON TO SEND YOUR CV VIA XPRESSJOBS
Office | Level 3, 595, Galle Road, Colombo 06
