Account Executive
7 months ago
We have an exciting opportunity for an Account Executive to join our General Insurance team. Ideally looking for someone in Melbourne or Colac, however flexible for the right person.
**The Opportunity**
We have an exciting opportunity for an Account Executive to join our General Insurance team. Ideally looking for someone in Melbourne or Colac, however flexible for the right person.
As an Account Executive, you will support a small team of Advisers ensuring our clients receive a high quality of service. This is a varied role that involves being the first point of contact for a set client base and includes: developing relationships, answering inquiries, coordinating relevant work teams to produce expected outcomes, attending to same-day service requests, and acting as the new client concierge.
You will also be responsible for ensuring that team workflow is managed using relevant Findex systems and in addition, you will work closely with the Team Leader to achieve the goals and objectives of the team.
**What will your typical week look like?**
- Support the Advisers by contacting prospective clients, following up referred leads, preparing reports, and provide same day turnaround service.
- Maintaining regular personal telephone contact with clients with insurance updates such as lodgement of Insurance claims, following the claim progress, escalation of claims if required, and answering client enquiries.
- Responsible for the team’s insurance policy renewals, endorsements, quotes, new business quotes, send and follow up renewal declarations, generating COC, and prepare Commercial insurance pre-renewal reports.
- Responsible for domestic insurance renewals that are part of a commercial pack for the team’s clients.
- Liaise with the Adviser when there is a claim denial or cancellation of insurance or lost client.
- Act on behalf of the client in the settlement of claims, in their best interest at all times.
**More about the perks**
- A genuine opportunity for long-term career progression
- Continuous learning and development initiatives
- Supportive team environment
**Let’s talk about you**
You are someone with..
- Relevant experience in a similar role
- Tier 1 qualification in Insurance Broking is essential
- Intermediate to Advanced MS Office skills (Word, PowerPoint, Excel)
- Literacy in technology and systems in current use in the Insurance industry such as Winbeat and Sunrise
- Strong verbal and written communication skills
- Show initiative, enthusiasm and a can-do attitude
- Pleasant and positive demeanour
- Proactive, willing to learn and able to work in both a team environment and autonomously
- Strong attention to detail, with the ability to work through tasks in a timely manner
**Why Findex? **_#writeyournextchapter _**
With a focus on empowering our people to work in a way that best meets their needs and those of their team and clients, the career growth of Findex employees isn’t limited by their location. We attract, retain, and promote people who share a sense of purpose and belonging. And we have a passion for creating opportunities for growth and sustainability that ripple throughout metropolitan and regional communities.
**Next Steps?**
**Please note**:
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