Job Description
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We are seeking an motivated, detail-oriented and customer-focused
Assistant Account Executive
to join our Dubbo team. This is a dynamic role that goes beyond administration - you'll play a key part in supporting client accounts and delivering outstanding service across all stages of the insurance lifecycle.
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You will assist with new business, renewals, endorsements, claims, and other key transactions, while helping maintain a high-performing, client-first culture.
Key Responsibilities n
Customer Service & Client Support
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Deliver exceptional customer service and build strong relationships with clients, insurers, and stakeholders
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Respond to client enquiries and resolve or elevate issues within required timeframes
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Support a responsive, client-focused service culture
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Account & Administrative Support
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Assist with processing policies, renewals, endorsements and cancellations
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Maintain accurate and up-to-date client records in line with company standards
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Complete daily banking, receipting, and filing
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Support office administration including mail, correspondence, stationery, and general operations
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Financial & Operational Tasks
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Monitor outstanding debtors and follow up overdue payments
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Use systems and reporting tools to minimise aged debt
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Coordinate general office maintenance to ensure a safe and professional environment
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Compliance & Risk Management
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Ensure all work complies with insurance regulations, company policies, and procedures
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Accurately record all client interactions in Salesforce
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Support compliance outcomes and contribute to quality assurance standards
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About You n
You are a reliable, proactive and detail-oriented individual who thrives in a fast-paced environment. You bring:
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Strong customer service and communication skills
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Excellent attention to detail and organisation
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Solid computer skills, including Microsoft Office
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A positive, can-do attitude and willingness to learn and ask questions
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Ability to manage competing priorities and work both independently and within a team
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Qualifications & Experience n
Preferred:
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Experience in the insurance industry, ideally in an administrative or client-facing role
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Required:
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Police/ASIC clearance (or ability to obtain)
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Willingness to obtain
Tier 1 General Insurance (FNSASICN513)
qualification (supported on the job)
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Compliance & Professional Responsibilities n
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Adhere to company policies, Code of Conduct, and workplace procedures
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Maintain workplace health and safety standards
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Participate in continuous improvement and career development (CPD requirements)
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Follow all regulatory, financial, and operational directives
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What We Offer n
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Supportive and collaborative team environment
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Opportunities for training and career development
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Exposure to a broad range of insurance processes and clients
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A role where your contribution truly makes an impact
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Important Information n
This role may involve the provision of general insurance advice (subject to appropriate qualifications and authorisation), defined as providing recommendations to retail clients regarding insurance products.
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📌 Assistant Account Executive (Dubbo)
🏢 Elders Insurance
📍 Dubbo