Account Executive - Strata (Insurance Broker)
Core
Manage and develop business within a nominated portfolio for Strata Insurance & Risk Solutions, ensuring high-quality client service and satisfaction.
Role type
Account Executive (Insurance Broker)
Builds
Insurance policies and risk solutions for strata clients
Domain
Insurance / Risk Management
Deliverable
client delivery
Required skills
Client relationship management, invoicing and quotation processing, numerical accuracy, Microsoft Office proficiency, service standard adherence
Preferred skills
Financial services or insurance industry experience, stakeholder relationship building, client expectation management
Responsibilities
Meet and exceed service standards in client agreements, proactively identify and meet client needs, support triaging new business opportunities from existing clients, produce accurate invoicing and quotations within SLAs, build relationships with internal and external stakeholders