Assistant Client Executive / Client Executive

GSA Insurance Brokers; City of Melbourne; On-site; AUD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive remuneration structure

Social and Industry charity events

Travel insurance benefits

Salary continuance

Employee training

Health and well-being benefits

Job summary

GSA Insurance Brokers in Melbourne is seeking an Assistant Client Executive or Client Executive to join our Corporate team. This newly created role offers a chance to develop your insurance career within a supportive, energetic culture.

You will deliver exceptional client service, support the broking team, and handle processing of new business, renewals, and policy documents. A Diploma or Degree in Business/Finance/Commerce is advantageous, with 6–12 months in insurance preferred.

Qualifications

• At least 6–12 months Insurance industry experience.
• Strong written and verbal communication and interpersonal skills.
• Ability to build and develop relationships with clients at all levels.
• Customer service skills and business acumen.
• Ability to manage time and multitask effectively.
• Strong analytical skills.
• Ability to work well in a team environment.
• Understanding of client confidentiality.
• Administrative and IT skills including Word, Excel and Outlook.
• Self-motivation with personal drive and ambition.
• Excellent attention to detail and organisational skills.

Responsibilities

• Provide exceptional customer service to internal and external clients.
• Support team members and ensure requests are met timely and efficiently.
• Process new business, renewals and policy document preparation.
• Quote renewals and process endorsements/amendments.
• Prepare correspondence between clients and underwriters for approval.
• Update claims status reports and maintain high-quality documents.
• Provide quotations and processing of new business.
• Assist with debt management and achieving budget targets.

Skills

Communication

Customer service

Interpersonal skills

Time management

Teamwork

Confidentiality

Attention to detail

Organisational skills

Administrative skills

IT literacy

Self-motivation

Analytical skills

Education

Diploma or Degree in Business/Finance/Commerce

Tier 1 Insurance Broking Compliance (preferred)

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