Assistant Client Executive / Client Executive

GSA Insurance Brokers Pty Ltd; City of Melbourne; On-site; AUD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive remuneration structure

Travel insurance benefits

Salary continuance

Employee training

Health and well-being benefits

Social and charity events

Job summary

GSA Insurance Brokers Pty Ltd in Melbourne seeks an Assistant Client Executive or Client Executive to join our Corporate team. This newly created role offers a path to develop your insurance career with hands-on support and exposure to client and insurer interactions.

You will handle new business, renewals, policy documents, and quotes while maintaining high service standards and collaboration within a busy team environment.

Qualifications

• At least 6–12 months Insurance industry experience.
• Strong written and verbal communication and interpersonal skills.
• Ability to build relationships and liaise with clients at all levels.
• Customer service focus with business acumen.
• Ability to manage multiple tasks and deadlines.
• Strong analytical skills and detail orientation.
• Team player with confidentiality awareness.

Responsibilities

• Provide exceptional customer service to internal and external clients.
• Support the team with duties and help achieve budget.
• Process new business, renewals and policy documents.
• Quote renewals and process endorsements/amendments.
• Prepare correspondence between clients and underwriters for approval.
• Update claims status reports and maintain documentation.
• Provide administration support to the broking team.
• Assist with debtors management and reporting.

Skills

Insurance experience

Communication

Client liaison

Time management

Attention to detail

MS Office

Team player

Education

Diploma/degree in Business

Tier 1 Insurance Broking Compliance

Tools

Microsoft Word

Excel

Outlook

Job description

We are looking for an Assistant Client Executive or Client Executive to join GSA's growing Melbourne team! This is a newly created role working within our Corporate team, and would be the perfect opportunity to develop your insurance career!

The main responsibilities include:

• Providing exceptional customer service to both internal and external clients.
• Provide high level of support to all team members and ensure that all requests are met in a timely and efficient manner.
• Processing of new business, renewals and policy document preparation and maintenance.
• Ensure provision of excellent service to clients and the highest quality input to insurers including:
• Quoting of renewals and processing of endorsements/amendments
• Preparing correspondence between GSA Pty Ltd clients and underwriters for approval of the Account Executive
• Update claims status reports.
• Ensure provision of excellent service to clients and the highest quality documents to insurers.
• Providing and following up on quotations.
• Processing all new business.
• Processing of endorsements/amendments.
• Premium calculations and allocations where required at the client’s direction.
• Preparing correspondence and reports between GSA Pty Ltd clients and Insurers.
• Provide high level of administration support to the broking team and the great administration team.
• Assist with Management of debtors
• Support the team with all duties and assist them to achieve budget

Education & Qualifications

• A Diploma or Degree in Business / Finance / Commerce or equivalent is advantageous
• Tier 1 Insurance Broking Compliance preferred but not essential

Knowledge & Experience

• At least 6-12 months Insurance industry experience
• Strong written and verbal communication and interpersonal skills
• The ability to build and develop relationships and liaise with clients at all levels
• Customer service skills and business acumen
• The ability to manage your time and work on a number of tasks concurrently
• Strong analytical skills
• The ability to work well in a team environment
• An understanding of client confidentiality
• Administrative and IT skills, including Microsoft Word, Excel and Outlook
• Self-motivated with personal drive and ambition
• Excellent attention to detail and organisational skills

Some of our benefits and perks

You will become part of GSA's energetic, determined and vibrant culture. Some of our employee benefits include:

• Competitive remuneration structure: We have competitive salaries and bonus schemes to reward our staff for their contributions
• Social and Industry charity events: Our staff enjoy a host of social and charity events with our annual bowls/picnic Day, EOFY Event, and End of Year celebration with the entire team
• Travel insurance benefits: Enjoy comprehensive travel insurance for you and your family
• Salary continuance: Feel secure knowing you will be looked after should you be unable to work
• Employee training: GSA focus on improving the skill set and technical knowledge of our staff
• Health and Well-being Benefits: GSA staff receive a wide range of Health and Well-being perks such as Skin Checks, Flu Vaccinations, Education Seminars and comprehensive EAP support via Sonder