Posted 3 years ago

The successful candidate will develop, grow and maintain an existing portfolio of commercial and domestic clients as well as a pipeline of new business opportunities. The role includes a range of tasks including renewals, new business, endorsements, preparation of insurance documents and some claims management as a backup. The Account Executive must be able to work autonomously and also effectively with other staff members and support staff when required to help drive the growth of the business.

The role:

• To ensure that the current insurance and risk management needs of a portfolio of clients are fully met to the satisfaction of the clients.
• Prepare and implement new business quotes and policies and any amendments to existing policies.
• Assist clients with any enquiries.
• Liaise with underwriters to ensure that we are meeting our compliance standards.
• Any other administration tasks as required.

Criteria:

• Tier 1 accreditation is essential.
• Previous broking experience with SME clients is essential.
• Knowledge of the Winbeat processing system is essential.
• Knowledge of the OfficeTech Document Management & Task Management system would be advantageous but is not essential.
• Professional presentation and strong written and verbal communication skills.
• Proactive Attitude and a genuine team player with the ability to lead by example.
• The ability to go the extra mile for the benefit of our clients.

AMA Insurance Brokers will assist you in this role by providing:

• An experienced Office Manager and Brokers to mentor and work with.
• On the job training to help you understand how your role fits within our client first philosophy.
• High performing and collaborative work environment where you will be encouraged and supported.
• Flexible/Remote working on a Team roster after successful completion of the probationary period.

Apply Now!

To apply for this position, please use the "Apply" link and submit your curriculum vitae along with a covering letter that highlights key points demonstrating experience and interest in the role.

Only successful candidates will be contacted. 

We welcome and encourage applications from Aboriginal and Torres Strait Islander people, people with disability and people from culturally diverse backgrounds.

Role requirements

Your application will include the following questions:

• Which of the following statements best describes your right to work in Australia?
• What's your expected annual base salary?
• Do you have experience using insurance broking systems (e.g. WinBEAT)