CFC

Financial Lines Underwriting Assistant

CFC

full-time

Posted on:

Location Type: Hybrid

Location: Melbourne • Australia

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About the role

  • Accurate data entry into CFC key systems to support the enquiry management and quoting processes s
  • Support renewal, new business, and policy documentation processes
  • Prepare pre-renewal quotes, including the reviewing and rating of binder renewals
  • Process policy endorsements and manage cancellations
  • Assist in maintaining broker relationships by ensuring timely and professional communication
  • Work from a shared inbox to ensure emails are managed, and queries escalated as needed
  • Support the preparation of quote documentation, proposals, and renewal presentations
  • Contribute to the continuous improvement of processes and support broker relationships

Requirements

  • Completion of secondary education
  • Experience working in a busy, high-volume administrative or operational role
  • Excellent attention to detail and organisational skills with the ability to calmly navigate competing priorities
  • Ability to manage competing priorities to meet deadlines and handle high-volume, repetitive tasks
  • Positive, professional, can-do attitude with a strong sense of accountability
  • Strong written and verbal communication skills
  • Proficiency in Microsoft Office and comfortable with IT systems
  • Strong sense of accountability, initiative, and ability to work both autonomously and in a team setting
  • Currently/interested in pursuing ANZIIF or equivalent insurance qualifications (preferred but not essential)
  • Tertiary qualifications in business, finance, or a related field (preferred but not essential)
  • Experience in insurance or underwriting, ideally with exposure to financial lines or general insurance will be well-regarded
  • Exposure to underwriting processes, terminology, or working with brokers is an advantage
  • Understanding of the Australian insurance market is highly regarded
Benefits
  • **We are proud winners of Top Insurance Employers 2022, 2023 and 2024 and 5-Star Diversity, Equity & Inclusion awards (Insurance Business Australia). All employees enjoy:
  • - Our ‘Excellence Program’ encourages and rewards a culture of high-performing individuals and teams
  • - ‘You Do You Day’ – an annual additional leave today to do something that brings you joy
  • - Commitment-free social club, with monthly in-office catch ups and quarterly events to get to know your colleagues better
  • - Annual end of financial year and end of calendar year events, in addition to social club arrangements
  • - Optional annual charity volunteering day, facilitated by us
  • - 3 additional personal leave days per year – for whatever you need
  • - Flexible public holidays – to celebrate our diversity you can “Swap” 2 public holidays for a more culturally significant day to suit you
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
data entrypolicy documentationquote preparationpolicy endorsementscancellation managementattention to detailorganisational skillsIT systems proficiencyunderwriting processesinsurance terminology
Soft Skills
communication skillsaccountabilityinitiativeteamworkability to manage competing prioritiespositive attitudeprofessionalismcalmness under pressuredetail-orientedability to handle repetitive tasks
Certifications
ANZIIF qualificationinsurance qualificationstertiary qualifications in businesstertiary qualifications in finance