Account Executive

A.M.A. SERVICES (W.A.) PTY LTD; Perth; Hybrid; AUD 70,000 - 100,000; Full time

Benefits offered by this job

Hybrid work after probation

Exclusive AMA discounts

Job summary

AMA Insurance in Nedlands seeks an Account Executive to develop, grow and maintain a portfolio of commercial and domestic clients, while building a pipeline of new business opportunities.

The role covers renewals, new business, endorsements, insurance documents, and some claims management as backup. You will work autonomously and with colleagues to drive growth, with flexible hybrid arrangements after probation.

Qualifications

• Broking experience with Domestic & SME clients essential.
• Knowledge of Winbeat system is essential.
• Knowledge of OfficeTech Document Management & Task Management system would be advantageous.
• Professional presentation and strong written and verbal communication skills.
• Proactive Attitude and a genuine team player with the ability to lead by example.

Responsibilities

• Renewals, new business, endorsements and preparation of insurance documents.
• Assist clients with inquiries and liaise with underwriters to meet compliance standards.
• Handle a range of administration tasks as required and support claims management as backup.

Skills

Broking experience

Strong communication

Team player

Proactive attitude

Tools

Winbeat

OfficeTech DMS

Job description

AMA Insurance are seeking to appoint an Account Executive based at their head office in Nedlands.

The successful candidate will develop, grow and maintain an existing portfolio of commercial and domestic clients as well as a pipeline of new business opportunities.

The role includes a range of tasks including renewals, new business, endorsements, preparation of insurance documents and some claims management as a backup.

The successful candidate must be able to work autonomously and also effectively with other staff members and support staff when required to help drive the growth of the business.

The role:

To ensure that the current insurance and risk management needs of a portfolio of clients are fully met to the satisfaction of the clients

Prepare and implement new business quotes and policies and any amendments to existing policies

Assist clients with any enquiries.

Liaise with underwriters to ensure that we are meeting our compliance standards.

Any other administration tasks as required

Criteria:

Previous broking experience with Domestic & SME clients essential

Knowledge of the Winbeat system is essential.

Knowledge of the OfficeTech Document Management & Task

Management system would be advantageous

Professional presentation and strong written and verbal communication skills

Proactive Attitude and a genuine team player with the ability to lead by example

Seek to go the extra mile for the benefit of our clients.

AMA Insurance will assist you in this role by providing:

An experienced team to mentor you and work with.

On the job training to help you understand how your role fits within our client first philosophy.

High performing and collaborative work environment where you will be encouraged and supported.

What we offer:

Flexible/Hybrid working on a Team roster after successful completion of the probationary period.

Ability to qualify for an additional 3 days of leave over the Christmas period

Access to the exclusive AMA (WA) discounts and offers with selected local businesses.

We welcome and encourage applications from Aboriginal and Torres Strait Islander people, people with disability and people from culturally diverse backgrounds.