The role provides administrative and documentation support to the Health Broking team by ensuring accurate processing of endorsements, maintenance of membership records, follow‑up of policy documentation, and timely completion of operational tasks.

Main duties

• Process member additions, deletions, and plan changes.
• Update membership lists and maintain accurate member data in systems.
• Update administrative client records.
• Follow up on pending placings with insurers and internal teams.
• Monitor documentation and assist in maintaining placement tracking records.
• Track receipt of signed placings, closings, and policy endorsements.
• Follow up on Special Terms letters and ensure delivery to clients.
• Prepare tax certificates, travel embedded letters, testimonials, and confirmations.
• Maintain proper filing and records on internal systems.
• Issue placings for designated monthly billing clients.
• Support preparation for billing processes and verify documentation completeness.
• Respond to day‑to‑day administrative queries on membership status.
• Liaise with insurers for documentation and follow‑ups.
• Escalate technical or advisory matters to Broking Support Officers.

Qualifications

• HSC or Diploma in Business Administration, Insurance, or related field.
• Insurance qualifications are an advantage.