Account Executive

McLardy McShane Kapoor

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Closing date: Feb 18th 2023

Job Description

Posted 1 year ago

The position is responsible for managing a small existing book of SME clients, plus assisting the team with account and claims management.

We are a highly-respected brokerage experiencing significant growth and success. This position is for McLardy McShane Kapoor in Melbourne.

POSITION SUMMARY:

The position is responsible for managing a small existing book of SME clients, plus assisting the team with account and claims management.

Key accountabilities include providing service to existing clients through activities such as renewals, retention activities, preparation of quotes and presentations, Winbeat processing, debtor management, responding to enquiries from existing and potential new clients, all aspects of general insurance broking and some claims lodgement involving liaison with Underwriters and our Claims Team.

MAIN RESPONSIBILITIES:

Contribute to new business growth and client retention by assisting team with renewals and new business
Orchestrating pre-renewal process
Creating and maintaining effective work methods for renewals
Management of debtors
Administration of compliance requirements within branch and in accordance with company policy
Portfolio management of a small book of clients
Responding to client queries
Issuing insurance documentation in line with statutory and business requirements
Assistance with claims lodgement and management
Other tasks as delegated by the business
Ability to develop relationships with clients, Underwriters and other insurance industry professionals

KEY PERFORMANCE INDICATORS:

Accurately process on our broking system (Winbeat) and documentation management system (OIT)
Provide timely turnaround of requests
Ability to work well with others
Ability to work through issues / problems and find solutions
Understanding and knowledge of Insurance environment
Customer Service
Ensure payment of accounts within credit terms

SKILLS AND EXPERTISE:

Microsoft Office skills including Word, Excel and Power point
5 years plus broking or claims experience
The ability to be flexible in a rapidly growing organisation
Good interpersonal skills
Proven ability to work as part of a team
Previous Insurance Industry experience is essential

EDUCATIONAL REQUIREMENTS:

Preferred - ASIC PS146 - Tier 1/Tier 2 Broking

ATTRIBUTES:

Ability to be well organised and structured
Ability to work autonomously
Eye for detail
Excellent oral and written communication skills
Willingness to learn
Displays Initiative
Open to change
Friendly and co-operative personality
Ability to grow with the company
Experience in dealing with all Insurance Industry Underwriter & their products in all classes of General insurance.

Salary negotiable depending on experience.

The McLardy McShane Group, is a well respected leading general insurance broker that generates over $300,000,000 in premiums through its employee and AR network of over 200 like minded 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, QLD, Rosebud, Shepparton, Swan Hill, Sydney, Tamworth 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 including general insurance right through to superannuation and Workcover. Highly regarded in the industry, we have a well-established and loyal client base and a hardworking and successful team.

Do you share our values? 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.

Your community and ours – we believe in giving back.

McLardy McShane is deeply committed to building thriving communities, and we believe that giving back is not just about corporate responsibility. We are passionate about improving the lives of others and seeing positive change in action. We have helped raise millions of dollars for a range of worthy causes such as The Reach Foundation, which helps young people find their way, while our support of the Fight MND Foundation funds vital research to find a cure for the disease.

For a confidential discussion, please contact Vishal on 0477 993 363.