Insurance Account Executive

1 month ago


Melbourne, Australia The Andersen Partnership Full time

Seeking a motivated and detail-oriented individual to join our client as an Account Executive supporting a team of Account Managers in servicing a portfolio of Commercial Insurance clients.

**The Role**

Client Servicing:

- Support Account Executives to provide excellent customer service to portfolio of commercial clients.
- Assist in managing client inquiries, requests, and policy-related issues promptly and professionally.
- Coordinate with internal departments to ensure client needs are met and inquiries are addressed effectively.
- Develop a strong understanding of clients' businesses, industries, and risk exposures to provide tailored insurance solutions.

Policy Administration:

- Assist in the preparation, issuance, and maintenance of insurance policies, endorsements, certificates of insurance, and related documentation.
- Ensure accuracy and completeness of policy documentation, endorsements, and other policy-related materials.
- Conduct policy audits to identify discrepancies, resolve issues, and maintain accurate records.
- Manage policy renewals, endorsements, cancellations, and other policy-related transactions under the guidance of Account Executives.

Account Management:

- Support Account Executives in the overall management of client accounts.
- Maintain accurate and up-to-date client files, records, and databases.
- Assist in preparing reports, presentations, and other materials for client meetings and presentations.
- Collaborate with internal teams to ensure timely delivery of services and solutions to clients.
- Monitor and track policy expiration dates, renewal timelines, and other important milestones.

**The Person**
- Tier 1 or Tier 2 qualified.
- Minimum 1 year Commercial Insurance experience from a brokers
- Strong understanding of commercial insurance products, coverages, and underwriting processes.
- Proficiency in using insurance management systems, databases, and Microsoft Office Suite.
- Excellent verbal and written communication skills with attention to detail.
- Strong organizational and time management abilities to handle multiple tasks and meet deadlines.
- Ability to work collaboratively in a team environment and establish effective working relationships.
- Professional demeanor and client-centric approach to ensure high-quality service delivery.
- Familiarity with insurance industry regulations, compliance, and best practices.

**Job Type**: Casual

**Salary**: $63,690.25 - $111,315.81 per year

Schedule:

- Monday to Friday

Work Location: In person


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