Job Description

Posted 1 year ago

Boutique Commercial Insurance Brokerage – Assistant Account Executive (Part Time or Full Time Option)

We are offering a *$2,000 SIGN ON BONUS* for the successful candidate

  • Established Commercial Brokerage (Bridgewise Insurance)
  • Opportunity to also work within our High Net Worth Client division (Luxury Home Insurance)
  • Highly Professional Team
  • Dedicated to Outstanding Service
  • Specialists in Property, Construction, Transport, Manufacturing
  • Full time or Casual position with flexible working options
 
YOU:

Your previous experience as a Broker Assistant or similar will be evident in your CV and will demonstrate your ability to be autonomous in a role, you are 1) systematic and 2) organised. Time management and prioritisation along with high attention to detail is essential to this role as you are key to the timely delivery of the services. You will display good problem solving skills with the aptitude and ability to learn new systems and processes with ease. A high level of computer competency is essential to the operational function of this role. 
 
OVERALL QUALITIES AND CHARACTERISTICS: 

Detail oriented, organized, motivated, honest, efficient, punctual, reliable, strong communication, enjoys a challenge.
  • Experience in a similar role
  • Effective communication skills
  • Ability to prioritise your work and meet deadlines
  • Excellent attention to detail
  • Excellent verbal and written skills, with the ability to communicate at all levels
  • A “sense of urgency” and ability to work under pressure
  • Ability to use initiative and maintain high levels of confidentiality
 
WHY JOIN OUR TEAM?

This is a fantastic opportunity for an individual who wants to work in a fun dynamic environment, with young energy and an eagerness to exceed customer expectations. Bridgewise Insurance has become a reputable and trusted broker in managing the insurance needs of clients all over Australia. This is due to our unmatched work ethic, ability to problem solve and think quickly & our strong insurer relationships. We act in a professional and respectful manner and our clients value our attention to detail and forward thinking abilities.

We offer a supportive & encouraging workplace where you will have the opportunity to grow to your full potential. Not only will you have the chance to dramatically increase your skills and experience but we also offer long-term employment stability. The business is abundant and rewards performance, loyalty and going the extra mile!
 
DOES YOUR EMPLOYER OFFER THIS:

  1. Tight team and strong culture
  2. Be part of a growing organization with opportunity to grow with the company
  3. Opportunity to attend conferences and social events
  4. Managing insurance for some of Australia’s wealthiest individuals / families
  5. Charitable organization
  6. Celebrate the wins
 
THE BUSINESS & ROLE: 

We have a supportive team, with plenty of energy and a strong work ethic. Insurance is a fast-paced environment. If this is not for you, please don’t apply.

Due to continued growth, our team requires the assistance of an Executive Account Assistant to report to a Senior Account Executive.

The candidate will have a minimum Tier 2 qualification in Insurance Broking & ideally have experience in broker systems such as Insight, sunrise and SCTP. 

As the Executive Assistant reporting to a Senior Broker your role will involve, but not be limited to:
  • Respond to enquiries and requests for action from Account Executives
  • Processing of new business, renewals and policy maintenance to ensure provision of excellent service to clients and the highest quality input to insurers
  • Following up on quotations
  • Processing all new business documents including issuing certificates of currency
  • Processing of endorsements/amendments
  • Quoting and remarketing of renewals
  • Assisting Brokers when required for general queries
  • Manage debtors
 
If this sounds like a workplace where you could thrive and make a difference, please apply. 
We look forward to receiving your Cover Letter & CV.
Sign on Bonus paid 50% upfront and 50% after 6 months

Please send your CV AND Covering Letter addressing the role and “Why you believe you should get the job?” by clicking the Apply Now button.
PLEASE NOTE: Any CV’s sent without a covering letter will be discarded.

Employer questions
Your application will include the following questions:
  • How many years of insurance broking experience do you have?
  • How many years' experience do you have in the insurance industry?
  • Do you have data entry experience?

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