Account Executive

Location Western Australia
Discipline: Insurance
Job type: Permanent
Salary: Negotiable
Job ref: BBBH620_1649820126
Published: 2 months ago

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


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.


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


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


Experience with Winbeat looked upon favourably.


Well known broking firm centrally located.