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Company Overview
A wealth management brand under Doo Group (Doo.com), is the insurance brokerage arm of the Group which has made great success in Dubai and HK. Doo Wealth Insurance offers a wide range of insurance solutions catering to both business and personal needs.
Established in 2024, Doo Wealth AU is a current and exciting startup that presents abundant opportunities and prospects. We place a high value on talent. Our office is located in the heart of Chatswood , easily accessible via Sydney Metro and Train.
Join Our Global Expansion
Looking for a New Challenge? Join Us as We Expand Globally!
As we continue our global business expansion, we’re on the lookout for talented individuals who are motivated to support our strategic goals and initiatives. Join a team that values innovation and growth.
Job Overview
The Senior Account Executive manages client accounts, ensuring insurance policies meet clients’ needs and drives business growth. Responsibilities include policy management, client relationship development, compliance, and performing ad hoc duties to meet specific needs, demonstrating leadership, flexibility, and proactive problem-solving skills.
Key Responsibilities
1. Client Relationship Management: Develop and maintain relationships with key clients, ensuring satisfaction with coverage and service.
2. Sales and Account Growth: Identify new business opportunities, cross-sell, and up-sell insurance products, managing a portfolio of clients.
3. Risk Assessment: Assess client risk profiles and recommend suitable insurance coverage.
4. Negotiation & Renewals: Negotiate with insurance carriers, ensure favorable rates, and oversee policy renewals.
5. Claims Support: Assist clients with claims processes, ensuring smooth handling and fair settlements.
6. Market Awareness: Stay updated on market trends, regulations, and new products to advise clients effectively.
7. Team Collaboration: Coordinate with underwriters, claims adjusters, and other departments.
8. Compliance & Documentation: Ensure all policies and client communications comply with regulations and policies.
Candidate Profile
- A Degree in Business or related field
- Minimum of 5 years sales experience in general insurance
- Excellent verbal and written communication skills