WE ARE HIRING : Assistant Insurance Broker

Location: Sri Lanka
Employment Type: Full-time (Hybrid)
Company Industry: Financial Services

Role Overview

We are seeking a detail-oriented and customer-focused Assistant Insurance Broker to support client servicing, policy renewals, and new business coordination. This role focuses on delivering exceptional customer service, maintaining client retention, and assisting division managers with insurance broking operations in a fast-paced financial services environment.

Key Responsibilities

• Client Servicing & Retention
  Provide high-quality service to all clients and maintain strong relationships
  Handle customer follow-ups and service calls promptly
  Assist clients with general insurance enquiries
  Check policy schedules and ensure documentation accuracy
  Maintain records of all client interactions in CRM systems
• Renewals & New Business Support
  Manage pre-renewal communications and requests
  Prepare renewal terms and review policy coverages
  Obtain quotes and requotes from insurers
  Support new business enquiries and quotation processes
  Complete renewal and new business quotes via broking platforms
• Insurer & Underwriter Coordination
  Assist with negotiation of policy terms for renewals, endorsements, and new business
  Ensure correct usage of insurer online systems and broking platforms such as INSIGHT
• Operations & Process Management
  Coordinate with offshore teams on workflows and claims matters
  Assist in debtor management coordination processes
  Support presentation reports and business correspondence
  Identify process inefficiencies and recommend workflow improvements
• Self-Development & Compliance
  Participate in internal and external training programs/webinars
  Ensure compliance with client disclosure requirements and internal procedures
  Maintain accurate and timely processing standards

Candidate Profile

• Bachelor's Degree in Business Administration, Finance, Insurance, Management, or related field
• Minimum 3–4 years of experience in insurance, financial services, or client servicing within insurance broking
• Exposure to Australian insurance processes will be an added advantage

Skills & Competencies

• Strong customer service and relationship management skills
  Good understanding of general insurance products and underwriting processes
• Experience with CRM systems and insurance/broking platforms
  
• Strong attention to detail and accuracy
• Excellent communication and coordination skills
  
• Ability to multitask and manage deadlines effectively
• Strong compliance awareness and professional ethics
  
• Continuous learning mindset and team-oriented attitude

Ready to take your career to new heights?

We're InTalent Asia, your go-to recruitment partner in Sri Lanka, and we've got an exciting opportunity for you! Our client is looking for a dynamic individual to fill the role of Assistant Insurance Broker.

At InTalent Asia, we're not just recruiters; we're here to architect your career success. Join us in the journey of matching your skills with unparalleled opportunities.

Apply now and see how you can be the perfect fit for this exclusive position!

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