Account Executive

Work Initiatives; Parramatta; On-site; AUD 65,000 - 90,000; Full time

Job summary

Work Initiatives is seeking an Account Executive to join its boutique insurance brokerage in Parramatta. The role focuses on renewal processing, policy administration and the operational side of insurance broking, ensuring deadlines are met and clients receive high service levels.

You will coordinate renewals with clients and insurers, maintain records in the brokerage system and work closely with the broking team to deliver accurate documentation and timely responses.

Qualifications

• Experience in renewals, policy processing or insurance administration.
• Strong understanding of insurance policies and the broking process.
• Excellent attention to detail and organisational skills.
• Ability to manage multiple renewals and deadlines.

Responsibilities

• Manage and process annual insurance renewals, preparing renewal documentation and submissions for insurers.
• Liaise with insurers to obtain renewal terms, premiums and policy conditions.
• Review renewal terms and documentation for accuracy and completeness.
• Process policy endorsements, amendments, cancellations and other mid-term adjustments.
• Maintain accurate client records and policy information in the brokerage management system.
• Respond to client and insurer enquiries regarding renewals and policy administration.
• Follow up outstanding information from clients and insurers to ensure timely processing.
• Collaborate with Account Executives, Brokers and support staff to maintain efficient workflows.
• Ensure all policy documentation is issued, recorded and distributed correctly.

Skills

Attention to detail

Organisational skills

Communication skills

Client liaison

Policy documentation

Education

Tier 1 insurance qualification

Job description

Account Executive – Insurance Broking

Location: Parramatta, NSW

About the Role

We are seeking an organised and detail-oriented Account Executive to join a small boutique insurance brokerage based in Parramatta. This role will have a strong focus on renewal processing, policy administration and the operational side of insurance broking. It is ideally suited to someone who enjoys working behind the scenes to ensure policies are renewed accurately, deadlines are met and clients receive a high standard of service.

You will work closely with clients, insurers and the wider broking team to coordinate renewals, obtain updated terms and ensure all documentation is processed efficiently.

Key Responsibilities

• Manage and process annual insurance renewals, ensuring all deadlines are met. Prepare renewal documentation, submissions and supporting information for insurers.
• Liaise with insurers to obtain renewal terms, premiums and policy conditions.
• Review renewal terms and documentation to ensure accuracy and completeness.
• Process policy endorsements, amendments, cancellations and other mid-term adjustments.
• Maintain accurate client records, policy information and documentation within the brokerage management system.
• Respond to client and insurer enquiries regarding renewals and policy administration.
• Follow up outstanding information from clients and insurers to ensure timely processing.
• Work collaboratively with Account Executives, Brokers and support staff to maintain efficient workflows.
• Ensure all policy documentation is issued, recorded and distributed correctly.

About You

• Previous experience within an insurance brokerage or commercial insurance environment.
• Experience in renewals, policy processing or insurance administration.
• Strong understanding of insurance policies and the broking process.
• Excellent attention to detail and organisational skills.
• Ability to manage multiple renewals and competing deadlines.
• Strong communication skills and confidence liaising with clients and insurers.
• Proficient in maintaining accurate records and managing policy documentation.
• A proactive approach to problem-solving and delivering quality work.
• Tier 1 insurance qualification or equivalent is preferred.