Insurance Client Executive Assistant

GSA Insurance Brokers Pty Ltd; Brisbane; On-site; AUD 52,000 - 70,000; Full time

Benefits offered by this job

Competitive salary

Charity events

Travel insurance

Salary continuance

Employee training

Health & wellbeing

Job summary

GSA Insurance Brokers Pty Ltd in Brisbane seeks an Assistant Client Executive or Client Executive to join our growing team. This newly created role spans general insurance and professional & financial lines, presenting an excellent opportunity to develop your insurance career.

You will provide exceptional service to clients and assist the broking team with duties to help achieve budget while maintaining high-quality documentation and timely responses.

Qualifications

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

Responsibilities

• Provide exceptional customer service to internal and external clients.
• Support all team members to ensure requests are met in a timely and efficient manner.
• Process new business, renewals and policy document preparation and maintenance.
• Provide input to insurers with high quality documents.
• Quote renewals and process endorsements/amendments.
• Prepare correspondence between clients and underwriters for approval.
• Update claims status reports.
• Provide and follow up on quotations.
• Process all new business and endorsements.
• Calculate and allocate premiums as required at the client’s direction.
• Prepare correspondence and reports between clients and insurers.
• Provide high level administration support to broking and admin teams.
• Assist with management of debtors.
• Support the team to achieve budget.

Skills

Communication

Interpersonal skills

Customer service

Time management

Analytical skills

Teamwork

Confidentiality

Self-motivation

Attention to detail

Education

Diploma/Degree in Business/Finance/Commerce

Tier 1 Insurance Broking Compliance

Tools

Microsoft Word

Microsoft Excel

Outlook

Job description

We are looking for an Assistant Client Executive or Client Executive to join GSA's growing Brisbane team! This is a newly created role working across both general insurance and professional & financial lines, 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