Assistant Account Executive wanted with WinBeat experience to assist with running a portfolio of commercial SME business. Based in the South Eastern Suburbs you will gain exposure to working with a wide range of clients. Opportunity to inherit the portfolio and be promoted to an Account Exec over the next 18 months - 2 years. Mentorship by one of the industry's best.
Processing new business
Retaining clients through good relationships with clients and underwriters
Processing renewals before due date to ensure clients are covered
Assisting with claims processing
The ability to manage a portfolio of existing business.
At least 1-year experience in an insurance broking firm
Assistant Account Executive looking to take the next step in their career.
Knowledge of commercial lines, Business Packs, SME or schemes/facilities
Experience using winbeat and sunrise systems.
Someone with good attention to detail.
The ability to work in a team
Experience retaining clients, quoting new business.
If this sounds like you apply through the portal or email me direct at