Job Description
Perfect for the experienced Assistant or Account Manager seeing career progression to manage their own portfolio. Specialised broking firm as part of a larger professional services organisation.
GENERAL FUNCTIONS & TASKS
Will be provided in detail at client interview but will include - managing a portfolio of clients ensuring current insurance and risk management needs are fully met; prepare and implement new business quotes, policies, endorsements/amendments to existing policies; managing claims; maintaining close client relationships; premiums collections; working closely with supports staff; develop, grow and maintain strong insurer and client relationships; support the growth of the business by identifying and contributing to process improvements; any and all other duties.
RELATIONSHIPS & AUTHORITY
Reports to the Business Manager
Has authority and responsibility for the accurately, efficient, and friendly performance of duties.
QUALIFICATIONS & EXPERIENCE
You will need to ideally have Tier 1 and 3 or more years experience in local general insurance broking.
TECHNICAL SKILLS/SOFTWARE KNOWLEDGE
Experience with Winbeat, Organise It or Officetech software is preferred.
CLIENT OVERVIEW
Located in a close CBD fringe suburb.
