Account Executive

3 weeks ago


Sydney, Australia Succession Recruitment Pty Ltd Full time

Reputable Broker
- A Hybrid Role close to home
- Client Servicing - No Sales

This is an excellent opportunity to join a successful specialist Insurance broking firm and be responsible for managing your own portfolio of commercial clients without the pressure of having to generate new business.

Key responsibilities include:

- Ensure accounts are serviced efficiently and professionally - creates slips, policy wordings and Underwriter submissions; deals with slip endorsements; maintains the certificate log; negotiates bespoke wordings to meet Clients’ needs
- Monitor complex claims matters and assist claims executives in achieving equitable claims settlements on behalf of clients
- Monitor quality assurance and adherence to compliance regulations, and completion of regulatory reporting.


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