Assistant Account Executive

3 weeks ago

Melbourne, Victoria, Australia Elders Insurance Full time
Account Executive Assistant – Port Melbourne
The Assistant Account Executive provides crucial support to our Agency in administering client accounts and delivering exceptional service.
This involves providing office-based support to process new business, renewals, endorsements, claims, and putting in place the groundwork for other key transactions.
You will support a client and results-focused culture within the business, be responsive to client needs and deliver superior service to clients and assistance within our Agency.
Primary Responsibilities
Customer Focus

Consistently provide excellent customer service and cultivate strong relationships with clients, suppliers, and other stakeholders
Address or escalate client enquiries and complaints within organisational and regulatory standards and timeframes

Policy, Process and Procedures

Support Account Executives in processing insurance policies, endorsements, renewals, and cancellations
Identify and establish new business opportunities.
Maintain accurate client records and documentation according to company standards
Ensure compliance with all applicable insurance guidelines, regulations, company policies and operating procedures

Claims Handling

Lodge and process claims information in accordance with organisational policies, procedures, regulatory obligations, and authorized authority limits
Instruct and manage suppliers (e.g.
loss adjuster, builder etc.) following correct process and guidelines
Handle disputes regarding acceptance and liability, and appropriately escalate when necessary

Risk Management, Compliance and Continuous Improvement
Continuously strive to help the Agency achieve high levels of regulatory compliance resulting in satisfactory Quality Assurance reviews
General Duties and Responsibilities
Compliance with:

Code of Conduct, values, policies and procedures, directives, and communications
All Occupational Health and Safety regulations within the workplace including reporting hazards, incidents and near misses; taking care of your own health and safety and the health and safety of others
Participation in quality improvement activities across the organisation
All client contact recorded in Salesforce
Annual Continuing Professional Development (CPD) requirements

Qualifications and Experience
Preferred, however not essential.
Previous experience in the insurance industry, preferably in a client-facing or administrative role
Required
Police/ASIC clearance (or ability to obtain)
Licenses/Certifications: Tier 2 in General insurance (on-the-job support to obtain this qualification)
Competencies and Skills

Proficient in all Microsoft Office Products and with a high level of general computer skills
Flexibility, a can-do attitude, and willingness to learn
Excellent attention to detail and organisational skills
Excellent customer service skills

E-mailed applications including a covering letter and CV should be sent to:
Shaun Bannister Director | Elders Insurance Essendon / Pakenham / Port Melbourne
Phone : 03 9334 3***
Email: ***************@eiua.com.au
Applications close 8th October 2025.

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