Account Executive

Location Perth
Discipline: Insurance
Job type: Permanent
Salary: 93075 to 999999
Job ref: 620
Published: 4 months ago

Centrally located firm / stable / SME book with extensive variety.

 

GENERAL FUNCTIONS & TASKS

 

Will be provided in detail at client interview but will include – Managing existing client relationships – preparing and executing policy documents in accordance with client instructions; negotiating terms with underwriters on behalf of clients; keeping clients informed of all matters related to their insurance; liaising with the claims department on all claims issues.  Grow the business from existing clients sand follow up on new client referrals – following up on all referrals; reviewing policies to support changes in the client’s business; reviewing policies to support changes in the client’s business; asking for referrals; preparing and presenting premium funding options.  Contribute to firm’s culture of team work – responding positively to requests for assistance; offering to help others beyond the normal scope of work; training new staff members in processes.  Credit Control – collecting outstanding debts; ensuring accounts are maintained within credit terms; approving allocation of payments to underwriters.  Ensuring firm procedures and policies are followed – following company guidelines and referring to the procedures; checking all policy documents against company documents; behaving in accordance with industry codes; maintaining accurate records.  Any and all other duties.

 

 

RELATIONSHIPS & AUTHORITY

 

Reports to Management

Has authority and responsibility for the accurate, efficient, competent and friendly performance of duties.

 

QUALIFICATIONS & EXPERIENCE

 

You will need to have Tier 1 and recent general insurance broking experience.

 

TECHNICAL SKILLS/SOFTWARE KNOWLEDGE

 

Experience with Winbeat looked upon favourably.

 

CLIENT OVERVIEW

 

Well known broking firm centrally located.

 

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