Experienced Account Assistant
2 weeks ago
**The company**
CGIB are a forward-thinking innovative insurance broker based in Doncaster East. With a secure proven heritage of more than 30 years, we live by our brand values of being down to earth, in-the-know, helpful and positive. CGIB offers a comprehensive range of business and commercial insurance products backed up by Steadfast one of Australia's largest insurance broking networks.
**Key Responsibilities**
- Handle client transactions and manage client accounts with efficiency and accuracy
- Communicate effectively with clients and brokers to ensure all necessary information is obtained and provided promptly
- Keep accurate and up-to-date records of client accounts and transactions
- Prepare reports and other documentation as required with attention to details
- Provide general administrative support to the brokerage team, including filing, data entry, and other tasks as required
- Processing of new business, renewals, cancelations, and claims
**To Be Successful in this Role, you will have**
- Previous Insurance Industry experience (essential)
- Excellent interpersonal, verbal, and written communication skills
- Demonstrated ability to develop and maintain strong working relationships
- Strong administration skills including attention to detail, organising, prioritising workload, and time management
- Ability to interpret and comprehend Industry documents such as PDS/Policy Wordings
- Excellent computer skills including demonstrated use of Insurance related software (Sunrise, STCP), with genuine willingness to learn new systems (Insight)
- A team-orientated and 'can do' attitude
- The ability to work autonomously and contribute positively and collaboratively with colleagues
- Aspiration to advance to an Account Executive role
Please submit your cover letter telling us how you meet the above criteria and if you do not meet all, tell us more about yourself and include a current and updated resume. Salary and flexible working arrangements will be negotiated based on experience and qualifications.
Schedule:
- Monday to Friday
Work Authorisation:
- Australia (required)
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