Account Executive / Account Broker

McLardy McShane Kapoor

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Closing date: Jul 6th 2021

Job Description

Posted 10 months ago

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


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.



  • 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



  • 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



  • Microsoft Office skills including Word, Excel and Power point
  • 2-5 years 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 favourable



  • Preferred - ASIC PS146 - Tier 1/Tier 2 Broking 



  • 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. 


About McLardy McShane Group

Respected as a leading general insurance broker, the McLardy McShane Group generates over $195,000,000 in premiums through its employee and AR network of over 180 like minded insurance professionals. We hold an Australian Financial Services License and are a member of Steadfast, Australia's largest insurance broking network.

With offices in Richmond, Albury, Bendigo, Brisbane, Byron Bay,  Dandenong, Horsham, Kerang, Rosebud, Shepparton, Swan Hill, Sydney, Tamworth, Warrnambool and WA - our experienced staff 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.

The core values of providing professional advice, building personal relationships, giving back to the community and having fun continue to be fundamental to how we grow the business.


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Job Summary

Melbourne, VIC Location
Full Time Job type
To be negotiated Salary

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