Account Executive - Insurance Broking

CP Insurance Services

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Closing date: Nov 17th 2023

Job Description

Posted 1 year ago

Account Executive - Insurance Broking

CP Insurance Services is an award winning brokerage offering expert advice to people and businesses regarding insurance policies. We provide personalised solutions to start-ups, and small, mid-size, and large businesses. Our specialised packages are designed to provide security coverage for businesses against unforeseen or unexpected risks.

CP Insurance Services is an Authorised Representative of McLardy McShane Partners Pty Ltd.

As CP Insurance Services continue to grow our business we are looking for other inspired individuals to join us on our journey.

This role involves general insurance broking on an existing book of commercial accounts, along with involvement in new accounts and business development.

Main responsibilities include:

Assist with quoting new commercial account opportunities, sourcing insurer quotes and presenting to client.
Distribute pending renewal review emails to clients.
Obtain and review SME commercial and domestic renewal offerings obtained.
Process Endorsements to existing policies as required.
Obtain alternatives from Insurers where required.
Processes all renewal invoices into the Winbeat system, negotiate renewal terms with Insurers.
Distribute SME commercial and Domestic renewals to clients.
Review all SME commercial and Domestic renewals with clients, adjust details as required.
Assist with regular open claims review, action required items as assigned.
Assist with answering all incoming phone calls to office.

Interested?

Do you have a minimum of 2 years general insurance broking experience?

Flexible part time working from home arrangements available.

Apply directly or Submit your Resume or email Scott O'NeilI at scott@cpinsurance.com.au

Employer questions

Your application will include the following questions: