Job Description
ACCOUNT EXECUTIVE x 2-495
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.
ACCOUNT EXECUTIVE-494
Contribute to business growth objectives of the Broking Firm by managing a select group of clients via the online portal. This includes both front and backend responsibilities within the portal.
Respond to enquiries and requests for action from clients and manger; Prepare each client group in readiness for online renewal processing and attending to calls from clients seeking assistance. This includes gathering underwriting information from underwriters; Providing and following up on quotations obtained via the portal and not proceeded; Processing of endorsements/amendments manually; Providing claims support as required; Providing assistance with the collection of premiums on outstanding debts; Attending to enquiries; Assist with office administration duties when necessary
ASSISTANT BROKER-493
Work within one of the best broking teams in Perth and take advantage of amazing mentoring and training.
Duties will be discussed at interview but will include - ensuring current insurance and risk management needs of a portfolio of clients are fully met to the satisfaction of clients; prepare and implement new business quote, policies and any amendments to existing policies; effectively manage a client's claims from notification through to settlement; assist clients with any enquiries; liaise with underwriters to ensure that compliance standards are met; any other administration tasks as required.
Recent experience with commercial insurance. Winbeat experience preferred. Training on offer to gain Tier 1.
ASSISTANT BROKER-483
Work within one of the best broking teams in Perth and take advantage of amazing mentoring and training.
Will be provided in detail at client interview but will include - ensuring current insurance and risk management needs of a portfolio of clients are fully met to the satisfaction of clients; prepare and implement new business quote, policies and any amendments to existing policies; effectively manage a client's claims from notification through to settlement; assist clients with any enquiries; liaise with underwriters to ensure that compliance standards are met; any other administration tasks as required.
