Company Description The Insurance Stand is a specialist insurance provider focused on delivering peace of mind through tailored business and personal insurance solutions. The team is committed to helping clients protect what matters most by offering appropriate coverage that supports confidence and security in everyday life. With a strong emphasis on personalized service, The Insurance Stand guides clients through the complexities of insurance with clear, expert advice.

Operating as a Corporate Authorised Representative of McLardy McShane Partners Pty Ltd, the company upholds high professional and regulatory standards while supporting long-term, secure futures for its clients.

Role Description The Assistant Account Executive is a part-time role based in Melbourne, VIC, with a hybrid working arrangement that allows some work from home. In this position, the team member supports senior account executives with day-to-day client service, including preparing quotes, processing policy changes, and assisting with renewals. The role involves responding to client inquiries, maintaining accurate client records, and coordinating documentation with insurers and underwriting partners.

The Assistant Account

Executive helps with claims lodgment and follow-up, ensures compliance with internal processes and regulatory requirements, and contributes to the overall efficiency of the account management team. The position also includes general administrative tasks, basic reporting, and occasional support for marketing or client communication initiatives.

Qualifications

- Strong client service and communication skills, including the ability to build rapport, listen actively, and respond clearly and professionally.




- Solid administrative and organizational abilities, such as managing documentation, maintaining accurate records, and prioritizing multiple tasks.
- Comfort with digital tools and systems, including CRM platforms (Pipedrive), policy management software (Winbeat), and standard office applications (e.g., Microsoft Office or Google Workspace).
- Attention to detail and basic analytical skills to review quotes, policy terms, and client information accurately.
- Understanding of, or interest in learning about, general insurance products and industry regulations; prior experience in insurance or financial services is an advantage.
- Ability to work effectively in a hybrid setting, collaborating in-office in Melbourne, VIC while operating independently when working from home.

Education & Qualifications

- A Diploma or Degree in Business / Finance / Commerce or equivalent is advantageous
- Completed qualifications (Tier 1 & Tier 2 Insurance Broking Compliance)

Knowledge & Experience

- Insurance or Financial Services industry experience highly regarded
- Strong written and verbal communication and interpersonal skills
- The ability to build and develop relationships and liaise with clients at all levels
- Customer service skills and business acumen
- The ability to manage your time and work on a number of tasks concurrently
- Strong analytical skills
- The ability to work well in a team environment
- An understanding of client confidentiality
- Administrative and IT skills, including Microsoft Word, Excel and Outlook
- Account management skills
- Self-motivated with personal drive and ambition
- Excellent attention to detail and organisational skills

📌 Assistant Account Executive (Melbourne)
🏢 The Insurance Stand
📍 Melbourne