Account Executive / Assistant Account Executive
Core
Supporting Account Executives in managing client portfolios, processing renewals and endorsements, and liaising with insurers.
Role type
Assistant Account Executive (Insurance Broking)
Builds
Insurance policies and administrative processes for general insurance clients
Domain
General Insurance / Broking
Deliverable
client delivery
Required skills
portfolio management, policy documentation, renewal processing, endorsement handling, insurer liaison, client onboarding assistance, record maintenance
Preferred skills
proactive attitude, team collaboration
Technologies
policy management systems, insurance submission platforms
Responsibilities
Manage client portfolios, prepare policy documentation and renewal reports, process endorsements and amendments, liaise with insurers on quotes and coverage, maintain accurate client records, assist with new business opportunities
Seniority
Junior, execution-focused IC