ACCOUNT EXECUTIVE / BROKER ASSISTANT - GENERAL INSURANCE 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.

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.

The Role 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:

Supporting the Account Manager with all facets of insurance broking, including renewals, endorsements, new business, claims support, account remarketing, reporting and administration

Promoting client retention by maintaining regular contact with clients and delivering exceptional support

Assisting with policy renewals, including gathering information, identifying risks, obtaining terms and preparing and issuing policy documentation

Assisting clients throughout the claims process

Preparing quotations, proposals, policy documentation, reports and other correspondence

Managing associated administration, reporting and compliance requirements

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.

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 chance has arisen for an Account Executive to join their team.

The Role 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:

Supporting the Account Manager with all facets of insurance broking, including renewals, endorsements, new business, claims support, account remarketing, reporting and administration

Promoting client retention by maintaining regular contact with clients and delivering exceptional support

Assisting with policy renewals, including gathering information, identifying risks, obtaining terms and preparing and issuing policy documentation

Assisting clients throughout the claims process

Preparing quotations, proposals, policy documentation, reports and other correspondence

Managing associated administration, reporting and compliance requirements

What You'll Need In order to succeed in this role, you will require the following:

Previous experience within the general insurance broking sector, or similar

ASIC Tier 1 or Tier 2 qualification, or working towards one

Strong client service, documentation and communication skills

Well-developed critical-thinking skills

Experience using financial services software such as Insight, Sunrise, SVU or similar

The Rewards

Great employee rewards and benefits, including free travel and income protection insurance

Genuine career development and progression opportunities

The opportunity to support an experienced Account Manager across a well-established and growing SME client portfolio

Please note that you must have full Australian working rights to apply for this position.

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📌 ACCOUNT EXECUTIVE / BROKER ASSISTANT - GENERAL INSURANCE (Sydney)
🏢 Recruitflex
📍 Sydney