Hooker and Heijden - Insurance and Underwriting Recruitment – Melbourne VIC

Full time

4d ago , from Hooker and Heijden - Insurance and Underwriting Recruitment

Established Broking House isseeking an Account Executive to manage a portfolioof existing personal lines clients. This is an internal role requiring all aspects of client service including process documentation, quotations, renewals etc.

As the successful candidate you will have:

- 2+ years of insurance broking experience.

- Exposure to classessuch asHome and Motor insurance

- Prior experience undertaking all aspects of insurance brokingincluding responding to client requests,all processing and documentation associated with the portfolio and claims management.

- Excellent communication and negotiation skills.





- Willingness to take direction from senior staff

- Ability to work in a collaborative team environment.

- Competent in IT and office procedures.

- Winbeat and Sunrise experience

Duties in this role will include:

- Maintenanceof aportfolio of personal lines risks.

- Processing quotations, endorsements, renewals and cancellations.

- Proactively act upon current business leads provided by the brokerage

- Identify opportunities for cross-sell and/or up-sell of product to clients

- Working collaboratively with team members.

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📌 Personal Lines Broker (Melbourne)
🏢 Hooker and Heijden - Insurance and Underwriting Recruitment
📍 Melbourne