Executive
This role is a Back Office Insurance Operations position supporting Zurich Australia’s Motor Insurance business. The employee will process new business and renewal transactions, prepare and update policy-related information, collaborate with underwriters and brokers, maintain workflow systems, and ensure high-quality, timely processing while adhering to insurance guidelines and service standards. The position requires strong insurance knowledge, attention to detail, communication skills, and proficiency in Microsoft Office applications
- Gather and update information required for new business setup and policy renewals.
- Review incoming requests and interpret information needed for processing.
- Structure and prepare data for underwriters to support quotation activities.
- Issue policy schedules and related documents to brokers for new business and renewals.
- Review policy terms and support renewal decisions.
- Update workflow systems and route cases to underwriters for approvals and reviews.
- Follow underwriting guidelines, process instructions, and escalation protocols.
Must-Have Skills
- Insurance Coverage knowledge
- Secondary Data Analysis
Technical Skills
- Proficiency in Microsoft Excel, Outlook, and Word.
- Ability to understand and interpret special instructions.
- Experience handling high transaction volumes and identifying cases requiring escalation.
Process Skills
- Balance quality, productivity, and turnaround time (TAT).
- Good decision-making and judgment.
- Ability to work independently while knowing when to seek support.
Soft Skills
- Strong written and verbal communication.
- Good comprehension skills.
- Multitasking and prioritization abilities.
- Attention to detail and strong numerical aptitude.
- Self-discipline, adaptability, and result orientation