Assistant Account Brokers X 2

**Position Title: Assistant Account Broker/Account Broker**

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

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

**Experience**:

- Tertiary qualifications in a business-related discipline
- 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 1-2 years +
Insurance or related 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**:Contribute to business growth objectives of Gow-Gates Insurance Brokers

by providing assistant to the Ac Executive, Senior Ac Executive, and
Account Manager in all aspects of client service.

**Main Activities**:

- With support of senior staff, assist manage the relationships across the

client portfolio and understand your clients’ specific requirements for
insurance, their business objectives and strategy.
- Supporting senior staff with identifying and pursuing new business
opportunities & build business relationships
- Assisting senior staff & team with the design, development,
implementation, management, and coordination of insurance
programs for clients.
- Ensure that all correspondents are accurate, compliant, and prepared
in accordance with internal procedures.
- Gathering client information to support renewal documentation and
providing assistance to senior staff with delegated tasks.

1Management of client information in the company broking system and
assist in making sure all correspondents are accurate, compliant, and
prepared in accordance with internal procedures.
- Assisting with the follow 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.
- Providing a high level of support through general administration and
provide relief reception support as required.
- Assisting with achieving team budget and contributing to the team
goals.
- Maintaining strong compliance outcomes and a compliance culture.

**Our Values: Innovation - **A fresh approach to risk

**Trust - **Putting people first

**Excellence -**Expertise without compromise

**Persuasiveness/Sales Ability**
**Behavioural**
**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
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**

2

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 wa