Join this well-established McLardy McShane Authorised Representative that's successfully grown to a team of 6 over the last few years. The team pride themselves on the level of service they give to their clients, have built a fantastic working environment with the focus being client retention whilst the director is predominantly focusing on recent clients.
What’s in it for you?
- Work close to home with on-site parking
- A boss that is genuine and wants the best for his staff
- Regular team events outside of the office
- Fantastic on-going training with regular visits from underwriters
- Join a collaborative team that work well together
- Modern offices
What the day will look like
- Manage a portfolio of SME clients across a wide variety of clients
- Servicing, sales and client administration responsibilities for your portfolio
- Build strong relationships with clients as well as internal and external stakeholders
- Proactively engage with clients around their risks and insurance policies
- Respond to day-to-day queries from clients including management of claims
- Process renewals, endorsements, Certificates of Currencies, invoicing
Skills and experience that will lead to success:
- Experience in a similar role or within the insurance/financial services industry (highly regarded)
- Outstanding communication
- Comfortable growing an existing client portfolio
- Attention to detail
- Thrives in a learning & growth environment
- Tier 1 Qualification (Insurance Broking)
- Basic insurance technical skills (highly regarded)
If this sounds like your next role, please apply now! Or contact Amy at Fuse Recruitment on for any questions.
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📌 Account Executive (City of Moonee Valley)
🏢 Fuse Recruitment
📍 City of Moonee Valley
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