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Insurance Account Manager
2 months ago
About AU047 JLT Risk Solutions PTY LTD
We are a specialist insurance provider that empowers communities and helps people pursue their passions with confidence. Our team provides expert advice and a range of insurance options to meet the unique needs of each group.
Our Mission
We are passionate about making communities thrive and enabling people to live their lives to the fullest. Our mission is to provide tailored coverage to protect community groups and not-for-profits across Australia.
What We Offer
- You'll be working in a professional environment where your career path really matters. Professional growth and development is supported in our global organisation.
- Our team environment is passionate, energetic, and supportive.
- Genuine work life balance.
Key Responsibilities
- Manage a portfolio of clients, building and maintaining strong relationships with key stakeholders.
- Answering client inquiries, arranging quotations, endorsements, and new business.
- Manage the renewal process for existing clients, ensuring that policies are renewed on time and that coverage remains appropriate.
- Identify opportunities to provide insurance solutions that meet clients' needs and exceed their expectations.
- Develop and maintain a thorough understanding of clients' activities, and insurance requirements.
- Provide guidance on coverage options, policy terms and conditions.
- Work closely with internal teams to manage policy administration, billing, and claims management.
- Ensure that all client interactions are accurately documented and that records are maintained in accordance with company policies and procedures.
Key Competencies
- Effective communicator: This is key to excellent client service and delivering on our client-first principles, so you will need to have strong interpersonal skills and be able to communicate clearly and professionally in all situations.
- Analytical: Analyse complex information, evaluate risk, and provide advice and solutions to clients.
- Highly organised and have the ability to manage multiple tasks simultaneously.
- See the importance of details and getting the small things right: A high level of attention to detail is essential for ensuring accuracy in policy documentation.
- Consistently contributes to the team and supports manager's efforts to achieve goals. Demonstrates understanding and respect for different perspectives, values, cultures and work styles.
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.
