Job Purpose:

The Broking Administration Officer 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. The role supports efficient
service delivery through accurate data management, administrative coordination, and adherence to
established procedures and service standards.

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.

What We’re Looking For
Qualifications

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

Experience

• Minimum 1–3 years in administrative or insurance support roles.
• Experience in a health insurance environment preferred.
• Familiarity with insurance management systems.

Skills & Competencies

• Strong administrative and organisational skills
• Attention to detail
• Proficiency in Microsoft Office
• Experience with insurance systems is an advantage
• Reliability and accountability
• Service excellence
• Team collaboration and proactiveness

Closing Date: 20 March 2026