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Confio Insurance
About the role
Assistant Insurance AdviserConfio Insurance Services | Sydney CBD | HybridAre you ambitious, detail-driven, and looking to build a career in insurance broking? Confio Insurance is looking for an Assistant Insurance Adviser to join our team and grow alongside a senior adviser who will invest directly in your development.
About ConfioConfio is a boutique insurance broking firm that's always looking for ways to do things differently. We're a luxury brand of insurance for clients who expect a personalised experience, and we hold ourselves to the same high standard our clients hold us to. We're young, dynamic, and growth-minded, and we invest real time and energy into the personal and professional development of our people. The best way to understand what makes us different is to meet the people behind it.
A Day in the LifeAs an Assistant Insurance Adviser, you'll work closely with our team of advisers across the full client lifecycle, including:Supporting advisers through the renewals process, from preparation through to completionLiaising directly with clients to manage queries, gather information, and keep them informedAssisting with new business preparation and documentationKeeping client records and policy details accurate and up to date in our CRMProviding day-to-day administrative support to your senior adviser and the wider team What You'll BringNo prior broking experience required, though familiarity with platforms like Sunrise is a bonusStrong knowledge of Microsoft Office and Adobe applications; HubSpot experience is highly regardedAbove all: a genuine mindset to learn, grow, and take initiative Your Career at ConfioThis role is a stepping stone. We're looking for someone goal-oriented who wants to build their career within Confio, with a clear path toward an Insurance Adviser role, and beyond, for the right person.If you’re the type who takes initiative, this role is for you. We provide the framework to win, and what you build from there is up to you. What We OfferA small, supportive and close-knit team where you'll work directly with a senior adviser to build your skills and industry knowledgePremium Sydney CBD location, with remote work arrangements availableA genuine investment in your growth, professionally and personally
LocationSydney CBD, with hybrid/remote flexibility.
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