SME book with extensive variety - centrally located in close northern suburbs.
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.
Well known broking firm in close northern suburbs
Assistant Account Executive
|Job Title:||Assistant Account Executive|
|Location:||Northern Suburbs Perth, Western Australia|
|Salary:||Apply with resume through advert!|
|Contact Name:||Catherine Lanigan|
|Job Published:||June 19, 2020 12:33|
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