Account Executive

**Position Title: Account Executive**

**Team**:
**Direct reports**:No direct reports

**Reports to**:
**Qualifications/ **- Tier 1

**Experience**:

- Working towards Diploma of Insurance Broking
- Obtain and retain qualifications as determined by legislation from

time to time in order to provide advice to the public and comply with
any financial services legislation and regulation enacted by the
Commonwealth of Australia or the States
- Equivalent corporate experience - typically at least 3 years +
Insurance industry experience.

**Technical skills**:Technical Insurance/Broking skills in accordance with RG 146
requirements including:

- insurance products
- legislative obligations
- claims processes and claims broking

Literacy in technology and systems in current use in the Insurance industry

**Job Purpose**:Supporting the company in achieving its strategic goals and growth by
servicing a portfolio of accounts allocated by the Account Manager or
senior staff member.

**Main Activities: -**

With support of senior staff, assist with the management of the client
relationships across the portfolio and understand your clients’ specific
requirements for insurance, their business objectives and strategy.
Assisting with pursuing new business opportunities in conjunction with
the team and senior staff member.
- Assisting senior staff & team with the design, development,
implementation, management, and coordination of insurance
programs for clients.
- With the support of senior staff, identifying and pursuing new business
opportunities & build business relationships.
- Management of client information in the company broking system and
responsible for overseeing client invoices and payments.

1 Gathering client information to support renewal documentation and
provide assistance to Account Manager/Senior Ac Executive with
delegated tasks.
- Following up and collecting client payments & invoicing. Maintaining
the renewal tracker (if applicable) and ensuring that the policies due
for renewal, client payments, insurer payments and unposted
transactions lists are up to date and maintained in good order.
- Assist with the preparation of premium calculations and options for
premium funding.
- Assist with achieving team budget.
- Helping maintain positive and meaningful working relationships with
Insurers and keep well-informed of the Insurance and Client markets.
- Maintaining strong compliance outcomes and a compliance culture.

**Our Values: Innovation - **A fresh approach to risk
**Trust - **Putting people first

**Excellence -**Expertise without compromise

**Behavioural Persuasiveness/Sales Ability
**Competencies**:Developing and utilising suitable communication styles and techniques to

gain acceptance of an idea, plan, activity, service or product from prospects
and clients, demonstrating knowledge of the sales process.

**Negotiation**

Effectively exploring alternatives and positions to reach outcomes that gain
all parties’ support and acceptance. Presenting rational arguments, drawing
on reason and logic in making a case; demonstrating that a course of action
is of mutual benefit; focuses on the problem rather than the person in a
negotiation.

**Client Relationship Management**

Identifying potential for and developing new client relationships;
proactively identifying client requirements; undertaking actions which meet
and/or exceed client expectations; using communication styles and
methods to ensure understanding and enduring client satisfaction.

**Communicating Ideas and Information**

Clearly expressing ideas both on a one-to-one basis and in group situations
(including non-verbal communication); expressing ideas effectively in
written format that contain correct and appropriate syntax, grammar,
language and terminology; adjusting language to suit the requirements of
the recipients.

**Teamwork/Team Membership**

Demonstrating the ability to work effectively in a team/work group or those
outside the formal line of authority (e.g. peers, senior managers), not as a
team leader but as a valued member who assists in building morale and
makes extra effort to help the team reach organisational goals; taking

2

actions that respect the needs and contributions of others; contributing to,
accepting and promoting the consensus; subordinating own objectives to
the objectives of the organisation or team.

**Influencing**

Using communication and interpersonal styles and methods to inspire and
guide individuals (subordinates, colleagues and superiors) toward
improved goal achievement; modifying behaviours to accommodate tasks,
situations, and individuals involved; influencing factors outside line control
to achieve goals.

**Quality Orientation/Thoroughness**

Showing concern for completeness and accuracy around tasks, information
and project management. Accomplishing tasks with concern for all areas
involved, no matter how small; maintaining watchfulness over a period of
time. Discovering weaknesses or missing