Account Executive (Insurance Broker)

AU008 Marsh Advantage Insurance Pty Ltd; Sydney; Hybrid; AUD 70,000 - 100,000; Full time

Job summary

AU008 Marsh Advantage Insurance Pty Ltd is seeking a capable professional to join the Advantage team in Sydney. The role focuses on client servicing, policy administration, renewal processing and broking support for general insurance placements, with defined portfolio responsibilities.

The ideal candidate has at least 2 years of general insurance broking experience and holds a Diploma in Financial Services (Insurance Broking).

Qualifications

• Minimum 2 years of general insurance broking experience.
• Diploma in Financial Services (Insurance Broking) required.
• Tier 1 FSRA Compliance or QPIB status with NIBA or CIP equivalent through ANZIIF required.
• Strong knowledge of insurance broking principles, products and services.
• Excellent verbal and written communication.
• Excellent interpersonal and presentation skills.

Responsibilities

• Provide timely support to Authorised Representatives and Advantage team members with client, insurer, and policy documentation.
• Assist in client service activities including client contact, portfolio administration, and liaising with underwriters and internal stakeholders.
• Monitor workflow tools and submit tasks to ensure timely delivery and adherence to SLA requirements.
• Collaborate with Marsh Client Operations to deliver exceptional client service and achieve business outcomes.
• Manage client debtors alongside team members to maintain control of accounts payable and minimize bad debts.

Skills

General insurance broking

Communication skills

Interpersonal & presentation

Education

Diploma in Financial Services (Insurance Broking)

Job description

AU008 Marsh Advantage Insurance Pty Ltd – Barangaroo NSW

Full time

Hybrid

2d ago , from Marsh & McLennan Companies MMC

We are seeking a talented individual to join our Advantage team at Marsh. This role is based in Sydney, NSW. This is a hybrid role that has a requirement of working at least three days a week in the office.

Your role is to support Authorised Representatives and Advantage team members by focusing on client servicing activity, policy administration, renewal processing, endorsement handling, and other broking-related functions for general insurance placements. This role will have defined portfolio responsibilities and will contribute to the growth and retention of profitable client portfolios.

We will count on you to:

• Provide timely support to Authorised Representatives and Advantage team members with client, insurer, and policy documentation.
• Assist in client service activities including client contact, portfolio administration, and liaising with underwriters and internal stakeholders.
• Monitor workflow tools and submit tasks to ensure timely delivery and adherence to SLA requirements.
• Collaborate with Marsh Client Operations to deliver exceptional client service and achieve business outcomes.
• Manage client debtors alongside team members to maintain control of accounts payable and minimize bad debts.

What you need to have:

• Minimum 2 years of general insurance broking experience preferred.
• Diploma in Financial Services (Insurance Broking)
• Must have at least Tier 1 Insurance Broking FSRA Compliance or QPIB status with NIBA or CIP equivalent status through ANZIIF
• Strong knowledge and application of insurance broking principles, insurance products and services
• Excellent communication skills (verbal and written)
• Excellent interpersonal and presentation skills

What makes you stand out:

• Results-focused with a track record of delivering quality and consistent outcomes.
• Exceptional attention to detail, ensuring accuracy and thoroughness in all tasks.
• Strong decision-making skills, able to analyse information and take appropriate action.
• Collaborative mindset, acting as a connector between colleagues, clients, and insurers.
• Initiative and independence in managing responsibilities with minimal supervision.
• Ability to delegate tasks effectively with clear instructions and deadlines.

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

About Marsh:

Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X.

Marsh is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Applications will only be considered from candidates who have the appropriate approval to work in Australia. Successful applicants will be required to complete a Criminal & Bankruptcy check prior to commencing of employment.

Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.