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Admin Assistant

Clear is seeking an Admin Assistant to work with our client, a leading Australian financial services firm that provides various services for insurance needs.  Our client is dedicated to establishing long-term and authentic working relationships with client firms, providing unrivalled, high level of personalised and professional services and delivering the best possible outcome.  

Role and Opportunity

The Admin Assistant’s role is a challenging and rewarding position for an outstanding professional. This high and fast-paced environment is perfect for hard workers and quick learners who will be proactive and demonstrate initiative. You must be organised, and client-focused with the highest levels of attention to detail. 


Below are the key tasks and responsibilities of an Admin Assistant: 

  • Phase 1: Input client information and obtain quotes via the SCTP and WinBEAT broking systems 
  • Phase 2: Input client information and obtain quotes via Underwriting Agency quoting systems or insurance quotation portals 
  • Phase 3: Input Insurer quotes, terms and conditions into draft reports 
  • Phase 4: Prepare quotes on WinBEAT broking system 
  • Gather and organise client documents 
  • Coordinate with financial institutions and fund managers 
  • Communicate with the broker to confirm client details and ensure accurate quotations 
  • Provide other administrative support as may be required by the broker 

Required Attributes

  • Excellent written and verbal communication skills  
  • Reliable and with the ability to maintain a realistic balance among competing priorities and demands 
  • Accuracy in all things with a high level of professionalism and attention to detail 
  • A client-first attitude to uphold the high standards of customer service. 
  • Technically proficient, resourceful, a good listener and highly trainable 
  • Excellent English communication skills, verbal and written 
  • Respect for the confidentiality and the sensitivity of the information 
  • Ability to multi-task and exercise flexibility, initiative, good judgment, and discretion 
  • A ‘can do’ attitude and inspiration to empower others. 

Essential Experience

  • Minimum 1-2 years of work experience in insurance 
  • At least 1-year work experience in an admin role 
  • Experience in using an insurance broking system (i.e., WinBEAT, SCTP, and insurance quotation portals) 
  • Proficiency in Microsoft applications such as Word, Outlook, PowerPoint, Excel and Google Suite (Docs, Sheets etc.) 


  • Experience in financial planning admin role engaging in general and business insurance  
  • Knowledgeable of Australian business culture 
  • At least 1-year call handling experience 

At Clear, you can enjoy the following: 

  • Work-from-home (WFH) setup 
  • PC set with freight expense coverage 
  • Monthly electricity and internet subsidies 
  • Attendance incentive 
  • Employee referral incentive 
  • Quarterly engagement activities 
  • HMO Coverage with free dependents 
  • Group term life insurance coverage 
  • Cash conversion of accrued leave credits after 1 year of employment. 

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