Broking ✦ Renewals ✦ Dedicated
Renewals
administrator
Renewal packs prepared weeks ahead instead of days, terms requested and chased from your panel, and quotes tabulated like-for-like — so the broker compares and advises rather than assembles.
Looking for this kind of work yourself? Apply at staffingsolutions.ph — this page is written for businesses hiring.
$14/hrFrom, + GST · full-time
Up to 70%Vs. a local hire
Renewal packsWeeks ahead, not days
~2 wksBrief → first day
Renewal season is assembly work with a deadline
A broking business runs on a renewal calendar, and every renewal is the same sequence: pull the expiring policy, update the client's details and exposures, request terms, collate what comes back, and present something the client can decide from.
None of that is advice. It is document assembly against a fixed date, and it is why brokers spend renewal season formatting rather than talking to clients — which is also when clients are most likely to shop.
A dedicated renewals administrator runs the assembly on a rolling calendar. The broker keeps the advice, the placement and the client conversation.
What they prepare
- Renewal calendar — A rolling schedule of every renewal by date, worked backwards so preparation starts weeks out rather than in the final week.
- Renewal pack preparation — Expiring policy pulled, client details and exposures updated, and the pack assembled ready for the broker's review.
- Insurer submissions — Submissions to your panel prepared to each insurer's requirements, so you are not fielding queries about incomplete information.
- Terms chasing — Underwriters followed up until terms arrive — the most common cause of a renewal going to the wire.
- Quote tabulation — Terms tabulated like-for-like on your comparison format, with differences in cover, excesses and endorsements made visible rather than buried.
- Client information requests — Updated exposures, declarations and claims information chased from clients ahead of the renewal date.
- Policy documentation — Schedules checked against what was placed, endorsements processed, discrepancies queried before the client finds them.
- Renewal reporting — Retention, premium movement and which renewals are at risk — weekly through the season.
The advice line
Insurance advice is regulated financial services work under an AFS licence. Preparation and comparison travel; recommendation and placement do not.
- Insurance adviceRecommending cover, limits or sums insured is licensed advice and stays with your authorised representative. Never delegated, in any form.
- Placement decisionsWhich insurer and which terms to place is the broker's decision.
- Client recommendationsTabulating options is administration. Telling a client which to take is advice.
- Underwriting negotiationChasing terms is fine. Negotiating cover or price is the broker's.
More broking roles
Related roles
Questions
Frequently asked
Do they understand insurance terminology?
We match for insurance or broking experience where it exists, and there is a reasonable pool. Expect a few weeks on your specific classes and panel — commercial and domestic broking differ enough that fluency in one is not fluency in the other.
Can they contact underwriters?
For chasing terms, following up and requesting documentation, usually yes, and it speeds renewals up considerably. Anything involving negotiation or a coverage discussion returns to the broker.
Will our licensee allow it?
Check first — outsourcing, data handling and insurer portal access rules vary by licensee and by insurer terms of use. We will work within whatever your agreement requires, and would much rather you confirm before hiring than after.
How much does it cost?
From $14/hr + GST full-time — up to 70% less than a local hire, with no placement fee. Run your numbers →
Full-time, part-time or fewer hours?
Forty hours a week is our standard engagement and twenty is common. Below that we look at fifteen, ten or even five hours to get a role started, priced accordingly — a smaller engagement costs a little more per hour because the recruiting and management effort is the same. Plenty of clients begin at ten hours and grow the role once they see what comes off their desk.
Is there a minimum term?
Three months, then month to month. It's the same runway you'd give a new local hire to learn your systems, your clients and your standards — and the team members who get a fair run are the ones who stay for years. There are no exit penalties at any point, and if the issue is the person rather than the role, the first-week refund and free replacement cover that separately.
How do you handle confidentiality?
The same way you'd treat any remote team member. Every placement signs an NDA and a confidentiality clause before day one, and they work inside your systems — your email, your CRM, your file storage — so you control what they can see and can revoke access instantly. No client data is stored on our side.