AddressThe Opportunity
We have an exciting opportunity for an Account Executive to join our General Insurance team. Ideally looking for someone in Colac, however flexible for the right person.
As an Account Executive, you will support a small team of Advisers ensuring our clients receive a high quality of service. This is a varied role that involves being the first point of contact for a set client base and includes: developing relationships, answering inquiries, coordinating relevant work teams to produce expected outcomes, attending to same-day service requests, and acting as the new client concierge.
What will your typical week look like?
- Support the Advisers by contacting prospective clients, following up referred leads, preparing reports, and provide same day turnaround service.
- Maintaining regular personal telephone contact with clients with insurance updates such as lodgement of Insurance claims, following the claim progress, escalation of claims if required, and answering client enquiries.
- Responsible for the team’s insurance policy renewals, endorsements, quotes, new business quotes, send and follow up renewal declarations, generating COC, and prepare Commercial insurance pre-renewal reports.
More about the perks
- A genuine opportunity for long-term career progression
- Continuous learning and development initiatives
- Supportive team environment
Let’s talk about you!
You are someone with…..
- Relevant experience in a similar role
- Tier 1 qualification in Insurance Broking is preferred
- Intermediate to Advanced MS Office skills (Word, PowerPoint, Excel)
- Literacy in technology and systems in current use in the Insurance industry such as Insight and Sunrise
Why Findex? Writeyournextchapter
With a passion for well-being Findex adopt a dynamic working environment and empower our people to operate from wherever they find themselves most engaged, productive, and collaborative, while leveraging a flexible blend of remote and in-office work.
At Findex we are passionate about what we do and how we do it. Are you a big and bold thinker? Do you like to make meaningful change? Are you motivated by working in a business that puts clients first and embraces teamwork? Do you want to be part of a team that moves together, operates in a high trust environment and celebrates success? Do you take pride in delivering quality work, being accountable and maintaining high standards?
If this sounds like you, we look forward to meeting you. Apply now!
PLEASE NOTE:
Only candidates with valid working rights within Australia will be considered.
Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.
Note for Recruitment Agencies:
This role is being managed by Findex Talent Acquisition and we will not accept unsolicited resumes/applications from Recruitment Agencies.
