Insurance Broker Assistant

3 weeks ago

Sydney, New South Wales, Australia Succession Partners Full time
Assistant Account Executive Opportunity

We are seeking a self-motivated individual to join our fast-paced team as an Assistant Account Executive.

As an Assistant Account Executive, you will be supporting a highly experienced Account Manager and be responsible for day-to-day servicing of a large general insurance book of business.

Key Responsibilities:
  • Liaise with clients and other brokers to process new business and renewals
  • Assist in preparing insurance proposals and presentations for clients
  • Maintain accurate client records and documentation in the system
  • Coordinate with obtaining quotes, bind coverage, and resolve any policy-related issues
  • Respond promptly and professionally to client inquiries and requests
  • Collaborate with team members to ensure excellent customer service and client satisfaction
Requirements:
  • Experience as an assistant broker within a broking firm and be open to completing Tier 1 qualification if not already obtained
  • Basic knowledge of Commercial SME and Personal Lines business (highly regarded)
  • Excellent communication and interpersonal skills
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
  • Ability to multitask and prioritise tasks in a fast-paced environment

This is a great opportunity for individuals who have a desire to learn more across various product lines and grow within insurance broking.

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