Account Executive - Strata Insurance
Core
Managing a portfolio of strata insurance policies, handling renewals, endorsements, and policy servicing while providing professional advice on coverage and risk management.
Role type
Account Executive (Insurance Broking)
Builds
Insurance policies and broking services for strata clients
Domain
Insurance / Property
Deliverable
client delivery
Required skills
Insurance broking experience, knowledge of insurance products and policy wordings, portfolio management, negotiation, relationship management, regulatory compliance
Preferred skills
Property or strata insurance specialization, fast-paced broking environment adaptability
Technologies
Insurance market data, policy documentation systems
Responsibilities
Manage strata insurance portfolio including renewals and endorsements; Coordinate renewal activity and negotiate terms with insurers; Maintain relationships with strata managers, clients, and underwriters; Provide professional advice on insurance coverage and risk management; Gather underwriting information and present renewal recommendations; Ensure accurate processing of policies, documentation, and invoices; Monitor portfolio performance to support client retention; Stay informed of insurance market developments and regulatory changes