CareerPlan

Assistant Account Manager - Financial Lines

Scoresby, VictoriaFull-time2026-10-25 → 2026-11-12
Hybrid

Core

Support an Account Manager on a $550,000 Professional Risks book covering Professional Indemnity, Management Liability, and office packages.

Role type

Assistant Account Manager (Broking Support)

Builds

Policy documentation, quotations, endorsements, and insurer submissions for professional risks clients.

Domain

Insurance Broking / Financial Lines

Required skills

General insurance broking support experience, Financial lines exposure, Tier 1 broking experience, Car and driver's licence

Preferred skills

Tier 2 broking experience (with plan to complete Tier 1)

Responsibilities

Preparing renewals and insurer submissions, Processing quotations and endorsements, Responding to client queries, Maintaining client records and broking system