Assistant Account Executive (Dubbo)

Assistant Account Executive (Dubbo)

06 Oct
|
Elders Insurance
|
Dubbo

06 Oct

Elders Insurance

Dubbo

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.You will assist with new business, renewals, endorsements, claims, and other key transactions, while helping maintain a high-performing, client-first culture.Key ResponsibilitiesCustomer Service & Client SupportDeliver exceptional customer service and build robust relationships with clients, insurers, and stakeholdersRespond to client enquiries and resolve or elevate issues within required timeframesSupport a responsive, client-focused service cultureAccount & Administrative SupportAssist with processing policies, renewals, endorsements and cancellationsMaintain accurate and up-to-date client records in line with company standardsComplete daily banking, receipting, and filingSupport office administration including mail, correspondence, stationery, and general operationsFinancial & Operational TasksMonitor outstanding debtors and follow up overdue paymentsUse systems and reporting tools to minimise aged debtCoordinate general office maintenance to ensure a safe and professional environmentCompliance & Risk ManagementEnsure all work complies with insurance regulations, company policies,



and proceduresAccurately record all client interactions in SalesforceSupport compliance outcomes and contribute to quality assurance standardsAbout YouYou are a reliable, proactive and detail-oriented individual who thrives in a fast-paced environment.
You bring:Strong customer service and communication skillsExcellent attention to detail and organisationSolid computer skills, including Microsoft OfficeA positive, can-do attitude and willingness to learn and ask questionsAbility to manage competing priorities and work both independently and within a teamQualifications & ExperiencePreferred:Experience in the insurance industry, ideally in an administrative or client-facing roleRequired:Police/ASIC clearance (or ability to obtain)Willingness to obtain Tier 1 General Insurance (FNSASICN513) qualification (supported on the job)Compliance & Professional ResponsibilitiesAdhere to company policies, Code of Conduct, and workplace proceduresMaintain workplace health and safety standardsParticipate in continuous improvement and professional development (CPD requirements)Follow all regulatory, financial, and operational directivesWhat We OfferSupportive and collaborative team environmentOpportunities for training and career developmentExposure to a broad range of insurance processes and clientsA role where your contribution truly makes an impactImportant InformationThis 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

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