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Account Executive

Job Title: Account Executive
Contract Type: Permanent
Location: Inner Suburbs Perth, Western Australia
Industry:
Salary: Apply with resume through advert now!
Reference: BBBH539_1602473518
Contact Name: Catherine Lanigan
Contact Email: recruitment@implicor.com.au
Job Published: October 13, 2020 11:37

Job Description


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.