Assistant Account Executive

4 days ago

Artarmon, Australia Moody Kiddell & Partners Full time

Moody Kiddell & Partners Insurance is a Steadfast Group Limited Network Broker specialising in the construction, transport and manufacturing industries. In addition to insurance broking, we are one of Australia’s largest finance broking firms. We have been operating for over 40 years and have built strong relationships with clients, insurers, and accountants. This makes easy referrals from our finance business to our insurance business. We are looking for an Assistant Account Executive to support our Insurance team in Sydney

**You will**:

- Assist Broker in managing clients pre-renewals
- Input and update data into Salesforce (CRM system), Insight and ensure consistent data is maintained between both systems
- Online quoting using Brokers completed quote slip
- Binding policies on Broker instruction - issuing invoices with schedule to clients and closing to insurers
- Issuing certificates of currency
- Distribution of insurer policy schedule letters to clients
- Notify insurers for cancellations and lapses
- Generate debtor reports for Brokers to chase, reconciling in Salesforce & Insight

**About you**:

- Customer focused insurance industry and administration experience
- Great attention to detail, accuracy, and professionalism
- The desire to grow a career in insurance broking
- Highly motivated looking for a challenging and rewarding position
- You are well organised
- You can handle working under pressure and understand the importance of client servicing
- You have worked with Client Relationship Management (CRM) systems
- Keen to take on extra studies in Broking such as Tier 1

**The benefits**:

- Well established book of clients
- High-performing team and great work culture
- Support and mentorship from the senior brokers and management
- External training courses provided
- Hybrid working model - flexibility with WFH & office base
- Employee Rewards Program
- Continuing education/post graduate assistance program
- Financial year end and annual team celebrations

**Company Values**
- Service - We excel at our Job so that our Client can Excel at theirs
- Integrity - Integrity is when our Actions match our Words
- Client Centric - We put the client in the room
- People - Partnership is what we do
- Learning & Growth - Fuelled by learning, growth is a journey we all invest in
- Excellence - We value Achievement not just mere activity

Please include a cover letter explaining why you are interested in the role, along with your resume.

**Job Types**: Full-time, Permanent

Pay: $66,000.00 - $70,000.00 per year

**Benefits**:

- Free drinks
- Free food
- Professional development assistance
- Referral program
- Work from home

Schedule:

- 8 hour shift

Supplementary Pay:

- Bonus

Ability to commute/relocate:

- Artarmon, NSW 2064: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- Insurance administration: 1 year (preferred)

Work Authorisation:

- Australia (required)

Work Location: Hybrid remote in Artarmon, NSW 2064

Application Deadline: 30/09/2024
Expected Start Date: 30/09/2024

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