Full-Time

Insurance Broking Assistant

Posted on 10/31/2025

Cutcher & Neale

Cutcher & Neale

51-200 employees

Australian accounting and financial services firm

No salary listed

Brisbane QLD, Australia + 1 more

More locations: Newcastle NSW, Australia

In Person

Category
Finance & Banking (1)
Requirements
  • Tier 1 Insurance Broking qualification (or willingness to study)
  • Strong organisational and time management skills
  • High attention to detail and accuracy in documentation
  • Enthusiasm for supporting high-quality client service
  • Clear written and verbal communication skills
  • A professional, collaborative mindset and willingness to learn
  • A proactive attitude and readiness to grow with the business
Responsibilities
  • Prepare insurance quotes, proposals, and policy documentation
  • Respond to client enquiries with accurate, timely information
  • Process new applications, renewals, endorsements, and cancellations
  • Maintain client records in line with policy and compliance requirements
  • Liaise with insurers and clients to support claims handling
  • Request quotes and negotiate terms with underwriters
  • Prepare reports, presentations, and internal communications
  • Contribute to improving workflow, documentation, and client experience
  • Stay informed on insurance products, trends, and regulatory changes

Cutcher & Neale is a large Australian accounting and financial services firm established in 1953. It offers a full range of services for individuals and businesses across accounting, taxation, auditing, advisory, risk management, wealth planning, and related areas, delivered by nine specialist division partners. Clients access solutions through a team that combines traditional personal service with informed technical expertise to tailor guidance to their financial needs. The firm differentiates itself by combining integrity and personal service with scale and a multi-discipline platform to provide integrated financial support under one roof, aiming to help clients manage, protect, and grow their wealth and business.

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

Newcastle-Maitland, Australia

Founded

1953

Simplify Jobs

Simplify's Take

What believers are saying

  • Combined $46 million revenue target with 10% annual growth through 2034 post-merger.
  • BBB Partners acquisition expands Victoria footprint and medical professional client base significantly.
  • Top 30 ranking by 2025 enhances competitive positioning and attracts institutional clients.

What critics are saying

  • Merger integration failures risk 50-70% client attrition among medical and HNW segments.
  • Big Four firms undercut pricing in Sydney and Brisbane, poaching mid-tier clients.
  • AI automation from Xero and RSM displaces traditional tax services, halving low-end revenue.

What makes Cutcher & Neale unique

  • Specialized medical and high-net-worth client expertise through BBB Partners merger integration.
  • Established 70-year heritage with nine specialist divisions across accounting, tax, wealth management.
  • National presence across four major cities post-merger targeting top 30 Australian firms.

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Benefits

Flexible Work Hours

Professional Development Budget

Company News

Business News Australia
Jul 2nd, 2025
Accounting firm Cutcher & Neale to merge with BBB Partners

Fast-growing accounting and advisory firm Cutcher & Neale will grow its national footprint into Victoria after reaching a deal to merge with South Melbourne-based BBB Partners, a multi-disciplinary firm known for its strong reputation among medical professionals and high net worth (HNW) clients.

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