Insurance Broker

3 weeks ago


Adelaide, South Australia Marsh Pty Ltd Full time
About Us

We are a specialist insurance provider dedicated to empowering communities and helping individuals pursue their passions with confidence.

Our team provides expert advice and a range of tailored insurance options to meet the unique needs of each community group.

We are passionate about making communities thrive and enabling people to live their lives to the fullest.

About the Role

We are seeking a highly skilled and experienced Account Executive to join our team and help us deliver exceptional risk solutions to our clients.

As an Account Executive, you will be responsible for managing a portfolio of clients, building and maintaining strong relationships with key stakeholders, and identifying opportunities to provide insurance solutions that meet clients' needs and exceed their expectations.

You will work closely with our internal teams to manage policy administration, billing, and claims management, ensuring that all client interactions are accurately documented and that records are maintained in accordance with company policies and procedures.

Responsibilities
  1. Manage a portfolio of clients, building and maintaining strong relationships with key stakeholders.
  2. Answering client telephone calls, emails, arranging quotations, endorsements, and new business.
  3. Manage the renewal process for existing clients, ensuring that policies are renewed on time and that coverage remains appropriate.
  4. Identify opportunities to provide insurance solutions that meet clients' needs and exceed their expectations.
  5. Develop and maintain a thorough understanding of clients' activities, and insurance requirements.
  6. Provide guidance on coverage options, policy terms and conditions.
  7. Work closely with internal teams to manage policy administration, billing, and claims management.
  8. Ensure that all client interactions are accurately documented and that records are maintained in accordance with company policies and procedures.
Requirements
  • Minimum of 1-2 years' experience in a similar account management role within the insurance industry.
  • Strong knowledge of insurance products and services.
  • Excellent communication and interpersonal skills.
  • Proficient in Microsoft Office Suite and experience with client management systems.
  • Undertake Company directed compliance training.
  • RG146 Tier 1 Insurance Broking Compliance.

At Marsh, we are committed to creating a diverse, inclusive and flexible work environment, and we encourage applicants from diverse backgrounds to apply for this role.



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