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Oliver James Associates

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Sales Support

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Salary: $30,000 – $40,000 per month

Sales Support / Broker Services – Insurance

Oliver James is partnering with an insurance client to recruit a Sales Support / Broker Services professional. This opportunity is suited to someone with insurance industry experience who enjoys supporting distribution partners, coordinating new business cases, and ensuring efficient day-to-day operations.

Key Responsibilities

Channel & Broker Support

  • Work closely with Business Development Managers and sales colleagues to support relationships with insurance brokers.

  • Assist with onboarding new broker partners and managing ongoing servicing requests.

  • Respond to enquiries relating to insurance products, submission procedures, and operational requirements.

  • Coordinate partner support activities, including training sessions and continuing professional development arrangements.

New Business & Case Management Support

  • Provide operational guidance to distribution partners on new business submissions.

  • Review applications and supporting documents for accuracy and completeness.

  • Liaise with relevant internal teams to support efficient case assessment and processing.

  • Track outstanding cases and follow up on requirements to help maintain service standards and turnaround times.

Operations Control & Governance

  • Carry out daily activities in line with applicable regulatory requirements and internal procedures.

  • Maintain accurate records of insurance transactions, partner agreements, and related documentation.

Requirements

  • Diploma or equivalent qualification; a bachelor’s degree would be an advantage.

  • Around 2–3 years of experience in insurance sales support, broker servicing, or a similar role.

  • Basic knowledge of insurance products and operational processes.

  • Exposure to underwriting requirements, policy administration, or new business workflows would be beneficial.

  • Good written and verbal communication skills, with a collaborative approach.

  • Strong attention to detail and the ability to manage competing priorities accurately.

  • Proficiency in Microsoft Office; experience with insurance or broker administration systems is an advantage.

  • A practical approach to resolving day-to-day issues and supporting process improvements.

  • Ability to work effectively during busy periods.

To learn more about this opportunity, please apply with your updated CV or contact Oliver James for a confidential discussion.

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