ACCOUNT EXECUTIVE / BROKER ASSISTANT - GENERAL INSURANCE

Recruitflex; Sydney; On-site; AUD 60,000 - 90,000; Full time

Benefits offered by this job

Travel benefits

Income protection

Career development

Job summary

Recruitflex is assisting a private general insurance broker just outside Sydney CBD to hire an Account Executive to support the Account Manager with a growing SME client portfolio.

The role focuses on insurance broking tasks including renewals, endorsements, new business, claims support, reporting and administration, with emphasis on client retention, accuracy, and timely documentation.

Qualifications

• Experience in general insurance broking or similar
• Currently pursuing ASIC Tier 1 or Tier 2 qualification
• Strong client service, documentation and communication skills
• Well-developed critical-thinking skills
• Experience with financial services software such as Insight, Sunrise, SVU or similar

Responsibilities

• Support the Account Manager with renewals, endorsements, new business, claims support, account remarketing, reporting and administration
• Promote client retention through regular client contact and high-quality support
• Assist with policy renewals: gather information, identify risks, obtain terms, prepare and issue policy documentation
• Assist clients through the claims process
• Prepare quotations, proposals, policy docs, reports and other correspondence
• Manage administration, reporting and compliance requirements

Skills

Client service

Communication

Critical thinking

Education

ASIC Tier 1 or Tier 2 qualification, or working towards one

Tools

Insight

Sunrise

SVU

Job description

ACCOUNT EXECUTIVE / BROKER ASSISTANT - GENERAL INSURANCE

Based just on the outskirts of Sydney CBD, our client is a well-established, privately owned general insurance brokerage. With an outstanding reputation, their success is complemented by an incredible workplace culture, and despite their longevity, they continue to achieve steady market growth.

As a privately owned, medium-sized organisation, they truly value their staff, which is reflected by their market-leading employee satisfaction and retention rates. Due to business growth, an exciting opportunity has arisen for an Account Executive to join their team.

The Role

As an Account Executive, you will be responsible for supporting an experienced Account Manager with the management of their growing SME commercial client portfolio. This will include:

• Supporting the Account Manager with all facets of insurance broking, including renewals, endorsements, new business, claims support, account remarketing, reporting and administration
• Promoting client retention by maintaining regular contact with clients and delivering exceptional support
• Assisting with policy renewals, including gathering information, identifying risks, obtaining terms and preparing and issuing policy documentation
• Assisting clients throughout the claims process
• Preparing quotations, proposals, policy documentation, reports and other correspondence
• Managing associated administration, reporting and compliance requirements

Based just on the outskirts of Sydney CBD, our client is a well-established, privately owned general insurance brokerage. With an outstanding reputation, their success is complemented by an incredible workplace culture, and despite their longevity, they continue to achieve steady market growth.

As a privately owned, medium-sized organisation, they truly value their staff, which is reflected by their market-leading employee satisfaction and retention rates. Due to business growth, an exciting opportunity has arisen for an Account Executive to join their team.

The Role

As an Account Executive, you will be responsible for supporting an experienced Account Manager with the management of their growing SME commercial client portfolio. This will include:

• Supporting the Account Manager with all facets of insurance broking, including renewals, endorsements, new business, claims support, account remarketing, reporting and administration
• Promoting client retention by maintaining regular contact with clients and delivering exceptional support
• Assisting with policy renewals, including gathering information, identifying risks, obtaining terms and preparing and issuing policy documentation
• Assisting clients throughout the claims process
• Preparing quotations, proposals, policy documentation, reports and other correspondence
• Managing associated administration, reporting and compliance requirements

What You'll Need

In order to succeed in this role, you will require the following:

• Previous experience within the general insurance broking sector, or similar
• ASIC Tier 1 or Tier 2 qualification, or working towards one
• Strong client service, documentation and communication skills
• Well-developed critical-thinking skills
• Experience using financial services software such as Insight, Sunrise, SVU or similar

The Rewards

• Great employee rewards and benefits, including free travel and income protection insurance
• Genuine career development and progression opportunities
• The opportunity to support an experienced Account Manager across a well-established and growing SME client portfolio

Please note that you must have full Australian working rights to apply for this position.