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Account Executive
3 months ago
Position Title:
Account Executive
Team:
Direct reports:
No direct reports
Reports to:
Qualifications/ - Tier 1
Experience:
- Working towards Diploma of Insurance Broking
- Obtain and retain qualifications as determined by legislation from
any financial services legislation and regulation enacted by the
Commonwealth of Australia or the States
- Equivalent corporate experience typically at least 3 years +
Technical skills:
Technical Insurance/Broking skills in accordance with RG 146
requirements including:
- insurance products
- legislative obligations
- claims processes and claims broking
Literacy in technology and systems in current use in the Insurance industry
Job Purpose:
Supporting the company in achieving its strategic goals and growth by
servicing a portfolio of accounts allocated by the Account Manager or
senior staff member.
Main Activities:
-
With support of senior staff, assist with the management of the client
relationships across the portfolio and understand your clients' specific
requirements for insurance, their business objectives and strategy.
Assisting with pursuing new business opportunities in conjunction with
the team and senior staff member.
- Assisting senior staff & team with the design, development,
programs for clients.
- With the support of senior staff, identifying and pursuing new business
- Management of client information in the company broking system and
1 Gathering client information to support renewal documentation and
provide assistance to Account Manager/Senior Ac Executive with
delegated tasks.
- Following up and collecting client payments & invoicing. Maintaining
for renewal, client payments, insurer payments and unposted
transactions lists are up to date and maintained in good order.
- Assist with the preparation of premium calculations and options for
- Assist with achieving team budget.
- Helping maintain positive and meaningful working relationships with
- Maintaining strong compliance outcomes and a compliance culture.
Our Values:
Innovation - A fresh approach to risk
Trust - Putting people first
Excellence -Expertise without compromise
**Behavioural Persuasiveness/Sales Ability
Competencies:
Developing and utilising suitable communication styles and techniques to
gain acceptance of an idea, plan, activity, service or product from prospects
and clients, demonstrating knowledge of the sales process.
Negotiation
Effectively exploring alternatives and positions to reach outcomes that gain
all parties' support and acceptance. Presenting rational arguments, drawing
on reason and logic in making a case; demonstrating that a course of action
is of mutual benefit; focuses on the problem rather than the person in a
negotiation.
Client Relationship Management
Identifying potential for and developing new client relationships;
proactively identifying client requirements; undertaking actions which meet
and/or exceed client expectations; using communication styles and
methods to ensure understanding and enduring client satisfaction.
Communicating Ideas and Information
Clearly expressing ideas both on a one-to-one basis and in group situations
(including non-verbal communication); expressing ideas effectively in
written format that contain correct and appropriate syntax, grammar,
language and terminology; adjusting language to suit the requirements of
the recipients.
Teamwork/Team Membership
Demonstrating the ability to work effectively in a team/work group or those
outside the formal line of authority (e.g. peers, senior managers), not as a
team leader but as a valued member who assists in building morale and
makes extra effort to help the team reach organisational goals; taking
2
actions that respect the needs and contributions of others; contributing to,
accepting and promoting the consensus; subordinating own objectives to
the objectives of the organisation or team.
Influencing
Using communication and interpersonal styles and methods to inspire and
guide individuals (subordinates, colleagues and superiors) toward
improved goal achievement; modifying behaviours to accommodate tasks,
situations, and individuals involved; influencing factors outside line control
to achieve goals.
Quality Orientation/Thoroughness
Showing concern for completeness and accuracy around tasks, information
and project management. Accomplishing tasks with concern for all areas
involved, no matter how small; maintaining watchfulness over a period of
time. Discovering weaknesses or missing