Account Executive - Commercial Insurance

Succession Recruitment Pty Ltd

Work with a mixed portfolio of SME clients and enjoy the benefits provided by this innovative Insurance Broker!

  • Reputable Broker
  • Generous Salary
  • Managed a mixed portfolio of SME clients
This is an interesting opportunity to join a successful insurance broking firm and be responsible for managing your own portfolio of commercial clients.

Key responsibilities include:
  • Engage and liaise with clients, underwriters via email, telephone and face to face.
  • Ensure accounts are serviced efficiently and professionally – creates slips, policy wordings and Underwriter submissions; deals with slip endorsements; maintains the certificate log; negotiates bespoke wordings to meet Clients’ needs
  • Monitor complex claims matters and assist claims executives  in achieving equitable claims settlements on behalf of clients
  • Monitor quality assurance and adherence to compliance regulations, and completion of regulatory reporting.
  • Assist in identifying and qualifying business development opportunities. 
Suitable candidates will be Tier 1 compliant, have previous insurance broking experience, with excellent customer service skills, and be well organised to effectively work to the required deadlines.
For a confidential discussion please call Debora Tomasetta on (02) 81231141 click Apply, or email your resume to