Dynamic Account Manager for Portfolio Growth

2 days ago

Melbourne, Victoria, Australia beBeeAccount Full time $90,000 - $120,000
Job Opportunity

We're seeking a dynamic and experienced professional to join our team as an Account Executive. This role involves managing a portfolio through all stages of the broking process, developing strong working relationships with Strata Managers and Underwriters, and maintaining and developing knowledge of legislation, products and systems.

  • This is a unique opportunity to work in a fast-paced environment, contributing to the growth and success of our organization.
  • The ideal candidate will have a customer-centric perspective, excellent interpersonal and communication skills, and the ability to prioritize tasks under pressure.

About the Role:

Key Responsibilities:
  • Manage a portfolio through all stages of the broking process, with support from the Broking Team.
  • Develop strong working relationships with Strata Managers and Underwriters to support business retention and growth.
  • Confidently manage and respond to queries from Customers and Underwriters.
  • Maintain and develop knowledge of legislation, products and systems.
Requirements:
  • Commitment to honesty, integrity and transparency.
  • Customer-centric perspective, with the desire to go the extra mile.
  • Strong organisational skills and an ability to prioritise tasks under pressure.
  • Excellent interpersonal and communication skills.
  • Strong attention to detail.
  • Self-motivation, enthusiasm and a proactive approach to problem solving.
  • Good level of computer literacy.
  • Willingness to learn and adapt.
  • Flexibility to assist others, as and when required.

Preferred Qualifications:

  • Strata insurance experience.
  • Tier 1 RG146.
  • Minimum 4+ years' experience in a financial service or customer service role.
  • Experience and comfortable using a wide range of technology tools.
Benefits

As part of our organisation, you'll enjoy a range of benefits, including:

  • A competitive salary package.
  • Generous leave entitlements, including purchased leave, parental/carers leave and time off for volunteer activities.
  • A structured learning and development framework to boost your knowledge.
  • Tap into experienced mentors who can guide you along your career pathway.
  • Access valuable networking opportunities.
Diversity, Equity and Inclusion

We celebrate diversity and are proud to foster a workplace where everyone feels respected and supported. We welcome people from all walks of life and are committed to providing a fair and inclusive recruitment process that ensures equal opportunity for all candidates.

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