Assistant Account Executive
Core
Support Insurance Brokers and Account Managers by processing new business, policy renewals, endorsements, and administrative tasks.
Role type
Assistant Broker (Insurance)
Builds
Insurance policies and quotes for diverse clients across Australia
Domain
Insurance / General Insurance
Required skills
Insurance broking qualification (Tier 1 or Tier 2), insurance industry experience, document preparation, file management, quote preparation, call triaging, stakeholder relationship management, compliance documentation
Preferred skills
Strong attention to detail, proficiency with technology and systems, proactive attitude, ability to work independently or collaboratively
Technologies
General insurance systems
Responsibilities
Assist with processing new business, policy renewals, and endorsements; prepare documents and manage files; respond to and triage incoming calls and enquiries; collaborate on compliance requirements; maintain relationships with internal and external stakeholders