Assistant Account Executive - Insurance Broking - McLardy McShane Insurance Brokers

McLardy McShane Insurance Brokers

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Closing date: Aug 23rd 2023

Job Description

Posted 9 months ago

As we continue to grow our business, we are looking for an Assistant Account Executive to join us, this time at our McLardy McShane Shepparton branch.

Continued rapid growth of one of the fastest growing networks provides this exciting opportunity!

McLardy McShane Insurance Brokers are an award-winning Insurance Broking business forming part of the wider McLardy McShane Group.

You will work closely with current staff, providing general broking and administrative support as required.

Working in Insurance Broking requires great attention to detail, accuracy, and well-rounded communication skills. Our newest team member will have the right attitude and motivations to further develop their skills and knowledge over time.

About the role:

Shared Reception / telephone duties as required.
Creation and maintenance of client files as directed.
General office administration – data entry/ email correspondence / debtor management
Assisting staff as and when required for general duties.
Processing of new business, renewals, and policy maintenance to ensure provision of excellent service to clients and the highest quality input to insurers. This includes:
- Providing and following up on quotations
- Processing new business
- Processing endorsements/amendments
- Updating of Claims Status Reports
- Attending to enquiries

This role will suit someone who is a self-starter and is highly client service focused. Suitable people will have:

Strong organisational and time management skills with the ability to prioritise and multi-task.
Keen eye for detail.
Exceptional customer service and a proactive approach to challenges.
Excellent skills in Microsoft programs including Outlook, Excel & Word.
Be a strong supportive team player.

Previous experience in the insurance industry is preferred, but not essential. We provide extensive opportunities for training, development and networking, including our annual Group Conference (open to all staff) and our Incubator Program/Young Guns Tour (which this year includes a trip to Lloyds of London).

The McLardy McShane Group is a well-respected leading general insurance broker that generates over $400,000,000 in premiums through its employee and AR network of over 300 likeminded insurance professionals. McLardy McShane hold an Australian Financial Services License and are a member of Steadfast, Australia's largest insurance broking network.

With offices in Richmond, Albury, Bendigo, Byron Bay, Dandenong, Horsham, Kerang, Mildura, QLD, Rosebud, Shepparton, SA, Swan Hill, Sydney, and WA - our experienced staff are ready to help take the hassle out of organising insurances.

Our clients range from small to large commercial businesses and our role is to ensure all business assets are adequately protected. We believe in total client protection including looking after our clients’ personal assets.

We are full-service Insurance Broking and Financial Services company who offer a comprehensive suite of services. Highly regarded in the industry, we have a well-established and loyal client base and a hardworking and successful team.

Our core values include providing professional advice, building personal relationships, giving back to the community, and having fun. This is what we look for in building trusted, long-term partnerships with our clients, insurers, and community organisations.