Job Description

ACCOUNT EXECUTIVE / BROKER ASSISTANT - GENERAL INSURANCE

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Based just on the outskirts of Sydney CBD, our client is a well-established, privately owned general insurance brokerage. With an outstanding reputation, their success is complemented by an incredible workplace culture, and despite their longevity, they continue to achieve steady market growth.

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As a privately owned, medium-sized organisation, they truly value their staff, which is reflected by their market-leading employee satisfaction and retention rates. Due to business growth, an exciting opportunity has arisen for an Account Executive to join their team.

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The Role

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As an Account Executive, you will be responsible for supporting an experienced Account Manager with the management of their growing SME commercial client portfolio. This will include:

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- Supporting the Account Manager with all facets of insurance broking, including renewals, endorsements, new business, claims support, account remarketing, reporting and administration
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- Promoting client retention by maintaining regular contact with clients and delivering exceptional support
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- Assisting with policy renewals, including gathering information, identifying risks, obtaining terms and preparing and issuing policy documentation
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- Assisting clients throughout the claims process
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- Preparing quotations, proposals, policy documentation, reports and other correspondence
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- Managing associated administration, reporting and compliance requirements
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Based just on the outskirts of Sydney CBD, our client is a well-established, privately owned general insurance brokerage. With an outstanding reputation, their success is complemented by an incredible workplace culture, and despite their longevity, they continue to achieve steady market growth.

n

As a privately owned, medium-sized organisation, they truly value their staff,



which is reflected by their market-leading employee satisfaction and retention rates. Due to business growth, an exciting opportunity has arisen for an Account Executive to join their team.

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The Role

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As an Account Executive, you will be responsible for supporting an experienced Account Manager with the management of their growing SME commercial client portfolio. This will include:

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- Supporting the Account Manager with all facets of insurance broking, including renewals, endorsements, current business, claims support, account remarketing, reporting and administration
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- Promoting client retention by maintaining regular contact with clients and delivering exceptional support
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- Assisting with policy renewals, including gathering information, identifying risks, obtaining terms and preparing and issuing policy documentation
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- Assisting clients throughout the claims process
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- Preparing quotations, proposals, policy documentation, reports and other correspondence
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- Managing associated administration, reporting and compliance requirements
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What You'll Need

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In order to succeed in this role, you will require the following:

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- Previous experience within the general insurance broking sector, or similar
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- ASIC Tier 1 or Tier 2 qualification, or working towards one
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- Strong client service, documentation and communication skills
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- Well-developed critical-thinking skills
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- Experience using financial services software such as Insight, Sunrise, SVU or similar
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The Rewards

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- Great employee rewards and benefits, including free travel and income protection insurance
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- Genuine career development and progression opportunities
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- The opportunity to support an experienced Account Manager across a well-established and growing SME client portfolio
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Please note that you must have full Australian working rights to apply for this position.

📌 ACCOUNT EXECUTIVE / BROKER ASSISTANT - GENERAL INSURANCE (New South Wales)
🏢 Recruitflex
📍 New South Wales