Executive Assistant – Insurance Brokering

About the role

The Executive Assistant will provide administrative support to the Account Servicing team within an insurance brokering environment. You will ensure all policy documentation is accurate, up‑to‑date, and properly filed, while assisting with routine invoicing and marketing tasks.

Key responsibilities

• Maintain a complete documentation trail for each policy placed, working closely with the Account Servicing team.
• Independently handle Foreign Worker Bonds placements.
• Prepare coverage summaries, cover notes, Certificates of Insurance, and enclosure letters.
• Assist with invoicing and ensure all correspondence is electronically filed in the company’s storage system.
• Update expiry lists and monitor policy renewal status.
• Support the creation of marketing materials and renewal data.

Required profile

• 2‑3 years of experience in a similar administrative or executive assistant role, preferably within insurance broking.
• Strong attention to detail and ability to work collaboratively in a team.
• Good follow‑up skills and a clear documentation trail.
• Possession of a Certificate of General Insurance (CGI) is ideal; candidates without it are encouraged to obtain it.

Required skills

What we offer

• Opportunity to work in a dynamic insurance brokering environment.
• Professional development support, including encouragement to obtain the CGI qualification.