Policy and Administration Support Officer

About the role

We are looking for a Policy and Administration Support Officer to provide accurate and timely administrative assistance to insurance brokers throughout the policy lifecycle. The role involves handling documentation, client correspondence, and minor online system transactions to ensure seamless policy administration.

Key responsibilities

• Prepare, issue, and update policy documents, endorsements, schedules, and certificates.
• Maintain accurate client records in the broker management system and liaise with insurers for policy wording and renewal terms.
• Assist with online processing tasks such as data entry, updating policy details, and requesting quotes via insurer portals.
• Respond to client document requests, support renewals, and follow up on outstanding information.
• Ensure all documentation complies with regulatory and internal standards while maintaining confidentiality.
• Collaborate with Risk Advisers, sales support, and finance/operations teams to ensure smooth policy handling.

Required profile

• Previous administrative experience in insurance, financial services, or a related field.
• Strong attention to detail and accuracy in document handling.
• Ability to work collaboratively with brokers and internal teams.

Required skills

• Proficiency with Microsoft Office Suite.