The Role
Provides administrative support for general insurance accounts by managing compliance documents, policy records, renewals, premiums, endorsements, claims, shared mailboxes, filing, and task tracking. Coordinates with advisors, insurers, and clients, follows up on outstanding items, maintains accurate documentation, and escalates complex issues while supporting a consistent client experience.
Summary Generated by Built In
The ROLE
The General Insurance Associate provides reliable, detail-oriented support, helping
manage documentation, records, renewals, and claims.
You are the kabaro of the senior account team with daily tasks, ensuring a smooth
client experience while advisors focus on relationships and strategy.
What YOU’LL DO
- Prepare and send FSGs, cover confirmations, and other compliance documents.
- Manage client emails and follow-ups, escalating when needed.
- Update and maintain client and policy records.
- Assist with renewal documents, schedules, and certificates of currency.
- Monitor outstanding premiums, endorsements, and policy changes.
- Manage shared mailboxes and ensure accurate digital filing.
- Support renewals by gathering terms and completing documentation.
- Track claim progress and follow up with insurers and clients.
- Maintain claim notes and documentation.
- Provide timely updates and escalate complex claims when required.
- Support diary and task management for senior team members.
- Track policy dates, reminders, and action items.
- Complete workflow tasks accurately and on time.
- Coordinate with internal team members and insurers for information and documentation.
- Help ensure a consistent, high-quality client experience.
Requirements
What WE’RE LOOKING FOR
- A degree in Business, Finance, Insurance, or related field
- At least 2 years of office administration or operations experience
- Experience in a general insurance admin or support role
- Familiarity with general insurance products
- Basic to intermediate understanding of claims processes
- Hands-on experience on Insight Broking System and Insurance portals is a bonus
- Strong organisational skills (written and verbal)
- Good problem-solving and decision-making abilities
Benefits
PERKS
- HMO coverage for you and one dependent
- A comprehensive benefits package, including paid leave
- Dayshift
- Access to best-in-class training and development
- Tribe events, celebrations, on-site clubs and activities
Skills Required
- Degree in Business, Finance, Insurance, or a related field
- At least 2 years of office administration or operations experience
- Experience in a general insurance administration or support role
- Familiarity with general insurance products
- Basic to intermediate understanding of claims processes
- Hands-on experience with Insight Broking System and insurance portals
- Strong written and verbal organizational skills
- Good problem-solving and decision-making abilities
Am I A Good Fit?
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The Company
What We Do
5 ELK is an outsourcing provider that offers remote staffing solutions, specializing in helping Australian and UK financial services businesses, such as financial advice firms, build and manage offshore teams for administrative and back-office tasks.
