Insurance Broking Assistant

Posted 9 Days Ago
Be an Early Applicant
2 Locations
In-Office
Entry level
Fintech • Software • Financial Services
The Role
The Insurance Broking Assistant will support the delivery of insurance solutions by coordinating documentation, handling client administration, and ensuring a professional insurance experience. Responsibilities include preparing quotes, responding to inquiries, processing applications, and maintaining client records.
Summary Generated by Built In

About Cutcher & Neale


At Cutcher & Neale we are True Professionals who believe in being Stronger Together by empowering our people to be their best and do their best work. We do this by providing a supportive team environment, ongoing professional and personal development opportunities, and a genuine balance between work and life commitments. Visit our Careers page to see what our team have to say about working at Cutcher & Neale.


Your new opportunity


We’re looking for an organised and service-focused Insurance Broking Assistant to support the delivery of general insurance solutions for our clients. Working closely with an experienced Insurance Advisor, you’ll take the lead on coordinating documentation, handling client administration, and helping ensure a seamless and professional insurance experience at every step.


This is a great opportunity for someone who thrives on attention to detail, has completed or is willing to complete their Tier 1 Broking qualification, and wants to grow their career in a supportive, professional environment.


What you'll do
  • Prepare insurance quotes, proposals, and policy documentation
  • Respond to client enquiries with accurate, timely information
  • Process new applications, renewals, endorsements, and cancellations
  • Maintain client records in line with policy and compliance requirements
  • Liaise with insurers and clients to support claims handling
  • Request quotes and negotiate terms with underwriters
  • Prepare reports, presentations, and internal communications
  • Contribute to improving workflow, documentation, and client experience
  • Stay informed on insurance products, trends, and regulatory changes
What you'll bring
  • Tier 1 Insurance Broking qualification (or willingness to study)
  • Strong organisational and time management skills
  • High attention to detail and accuracy in documentation
  • Enthusiasm for supporting high-quality client service
  • Clear written and verbal communication skills
  • A professional, collaborative mindset and willingness to learn
  • A proactive attitude and readiness to grow with the business
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The Company
HQ: Newcastle West, New South Wales
121 Employees
Year Founded: 1953

What We Do

Experience and Innovation

Cutcher & Neale was established in 1953. Today we're one of the Top 40 (by revenue) accounting and financial services firms in Australia.

Our success is grounded in the traditional values of absolute integrity, personal service and professionalism coupled with innovative thinking.

Between our nine specialist division partners and staff, we deliver a complete suite of services covering almost every aspect of your personal or business financial life.

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