Job Description
Hooker and Heijden - Insurance and Underwriting Recruitment – Melbourne VIC
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Full time
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4d ago , from Hooker and Heijden - Insurance and Underwriting Recruitment
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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.
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As the successful candidate you will have:
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2+ years of insurance broking experience.
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Exposure to classessuch asHome and Motor insurance
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Prior experience undertaking all aspects of insurance brokingincluding responding to client requests,all processing and documentation associated with the portfolio and claims management.
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Excellent communication and negotiation skills.
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Willingness to take direction from senior staff
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Ability to work in a collaborative team setting.
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Competent in IT and office procedures.
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Winbeat and Sunrise experience
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Duties in this role will include:
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Maintenanceof aportfolio of personal lines risks.
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Processing quotations, endorsements, renewals and cancellations.
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Proactively act upon new business leads provided by the brokerage
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Identify opportunities for cross-sell and/or up-sell of product to clients
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Working collaboratively with team members.
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📌 Personal Lines Broker (Victoria)
🏢 Hooker and Heijden - Insurance and Underwriting Recruitment
📍 Victoria