Assistant Account Executive

Cornerstone Risk Group; Toowoomba Regional; On-site; AUD 45,000 - 65,000; Full time

Benefits offered by this job

Career advancement

Training & development

Supportive culture

Job summary

Cornerstone Risk Group is expanding its Toowoomba team and seeks a motivated individual to support client interactions and policy administration. You will gain hands‑on experience across claims, data entry and quotations in a supportive environment.

Join a growing Australian insurance authorised representative that invests in training and career progression, with a collaborative culture and a focus on developing your professional journey.

Qualifications

• Willingness to learn and understand basic insurance principles.
• Intuitive decision making using analytics and step‑by‑step logic.
• Initiative and self‑motivation to work autonomously.
• Proficiency with MS Office; familiarity with insurance software (Sunrise preferred).
• Maths and basic accounting concepts relevant to insurance (GST, duties).
• Strong communication and active listening skills.
• Ability to work with urgency and deliver accurate data.

Responsibilities

• Assist Senior/Account Managers in client interactions to gain hands‑on experience.
• Answer phones and handle enquiries.
• Direct inquiries to appropriate team members or take messages.
• Process debtors and data entry for clients and policies.
• Assist with claims lodgement and follow‑ups.
• Enter data for new/renewal policies and certificates.
• Prepare client quotations and perform ad hoc tasks.

Skills

Willingness to learn

Intuitive decision making

Initiative and Self‑Motivation

Technologically literate

Strong Microsoft Office

Sunrise knowledge

Mathematics & accounting basics

Troubleshooting

Active listening

Social perceptiveness

Active learning

Strong written & verbal communication

Service orientation

Sense of urgency

Tools

Sunrise

Microsoft Excel

Microsoft Word

Job description

Are you ready to take your start your career in the insurance industry ? Look no further! Cornerstone Risk Group is a leading and rapidly growing insurance authorised representative in Australia, and we're on the hunt for talented individuals to join our dynamic team in our Toowoomba office.

Why Cornerstone Risk Group?

At Cornerstone Risk Group, we understand that our success is directly tied to the growth and development of our employees. That's why we invest heavily in your professional journey. When you become a part of our team, you'll enjoy:

• Exceptional Growth Opportunities:We believe in promoting from within, and we're committed to helping you achieve your career goals. Your success is our success!

• Comprehensive Training:Our commitment to your growth starts with extensive training programs that will equip you with the skills and knowledge you need to excel in the insurance industry.

• Supportive Work Environment:We foster a collaborative and inclusive culture where your ideas and contributions are valued. You'll be working with a team of passionate professionals who are dedicated to your success.

On a day to day basis you will:

• Assisting Senior/ Account Managers in client interactions, gaining hands‑on experience while gaining an understanding of the insurance industry.

• Be answering the phone and helping with enquiries

• Assisting clients where possible, diverting to the relevant member of the team or taking a message where appropriate.

• Actioning of debtors

• Performing data entry relating to clients and their insurance policies

• Claims lodgement, follow up, and assisting during the process

• Data entry of new business policies, renewals, endorsements and certificates of currency

• Client quotations

• Ad hoc tasks as required

Skills/Abilities/Knowledge:

• Willingness to learn and understanding of basic insurance principles.

• Intuitive decision making-rational decision making, using analytics, facts and step‑by‑step logic to come to a decision.

• Initiative and Self‑Motivation- willingness to show initiative and organise self to work autonomously.

• Technologically literate -in particular, strong Microsoft Office experiences, specifically Excel and Word. Strong understanding of insurance software (e.g. Sunrise) is preferable.

• Mathematics and basic Accounting -Competent with numbers and understanding of financial principles and how they apply to insurance. E.g. GST, Stamp Duty etc.

• Troubleshooting- Find solutions to problems as they arise.

• Active Listening- Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

• Social Perceptiveness- Being aware of others' reactions and understanding why they react as they do.

• Active Learning- Understanding the implications of new information for both current and future problem‑solving and decision‑making.

• Strong Written & Verbal Communication- Talking to others to convey information effectively. Writing communication appropriate to the audience, with accurate spelling and grammar.

• Service Orientation- Actively looking for ways to help people and business achieve their goals.

• Sense of urgency- Demonstrate a sense of urgency in all occasions and an ability to work diligently unsupervised.

Benefits:

• Opportunities for career advancement and professional development.

• Supportive and collaborative work culture.

• Dynamic and supportive work environment within a fast‑growing company.

Join Us Today!

If you're ready to be part of a forward‑thinking company that invests in its employees and offers a vibrant, growth‑oriented environment, we want to hear from you. Your next career move could be your best one yet.

Cornerstone Risk Group is an equal opportunity employer. We welcome applications from all qualified candidates.