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