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Assistant Insurance Professional

3 weeks ago


Perth, Western Australia beBeeCustomerFocused Full time $50,000 - $80,000

We are seeking an experienced customer-focused professional to join our team as an Assistant Account Executive. The ideal candidate will have a strong background in insurance broking and excellent communication skills.

About the Job
  • This role is responsible for assisting Insurance Brokers with processing new business, policy renewals, and endorsements.
  • Provide administrative support to Insurance Brokers, including preparation of documents, file management, and new business quotes preparation.
  • Responding to incoming calls and enquiries (phone, online, and email) and triaging them accordingly.
  • Collaborate with internal teams and Insurance Brokers to ensure compliance requirements/documents are maintained.

The successful candidate will be able to work effectively within a team environment, communicate clearly and concisely both verbally and in writing, and demonstrate a high level of attention to detail.

About You
  • A Tier 1 or Tier 2 qualification in Insurance Broking is essential for this role.
  • Experience within the insurance industry is also required.
  • You will bring a passion for building and maintaining effective relationships with customers, along with excellent communication and organisational skills.
  • A strong attention to detail, with a knack for using technology and systems, is also essential.
  • You will have a proactive attitude and be able to work independently or collaboratively based on the situation.
  • A willingness to learn and to support others around you is also required.
Why Us?
  • We pride ourselves on creating a collaborative and supportive workplace environment.
  • We offer a range of benefits, including paid leave for your birthday each year, paid volunteers leave each year, access to our milestone program, and access to a range of discounted insurance products.
  • We also provide a broad range of internal and external training and development opportunities.
Seniority Level
  • Associate
Employment Type
  • Full-time
Job Function
  • Administrative
Industries
  • Insurance Agencies and Brokerages