Boutique Commercial Insurance Brokerage – Assistant Account Executive (Full Time Position)
Summary:
We are seeking an Assistant Account Executive to join our team. The ideal candidate will be responsible for supporting the Account Executive in managing client accounts and ensuring client satisfaction. The Assistant Account Executive will work closely with the Account Executive to develop and implement effective strategies to meet client needs and achieve business goals.
Responsibilities:
- Assist the Account Executive in managing client accounts and maintaining positive relationships with clients
- Collaborate with the Account Executive to develop and implement effective strategies to meet client needs and achieve business goals
- Conduct research and analysis to support the development of client proposals and presentations
- Coordinate with internal teams to ensure timely delivery of client projects and deliverables
- Monitor project timelines and budgets to ensure projects are completed on time and within budget
- Prepare reports and presentations for clients
- Occasionally attend client meetings supporting the Account Executive as needed
- Stay up-to-date with industry trends and best practices to provide insights and recommendations to clients
You:
- Your previous experience as an Assistant Account Executive or similar will be evident in your CV and will demonstrate your ability to be autonomous in a role.
- You will be required to hold at least a Tier 2 in General Insurance but preferably RG146 Tier 1 accreditation
- You are 1) systematic and 2) organised. Time management and prioritisation along with high attention to detail is essential to this role as you are key to the timely delivery of the services.
- You will display good problem solving skills with the aptitude and ability to learn new systems and processes with ease.
- A high level of computer competency along with written and verbal commination skills are essential to the operational function of this role.
Why join our team?
- This is a fantastic opportunity for an individual who wants to work in a fun, dynamic environment, with a young team eager to exceed customer expectations. Bridgewise Insurance has become a reputable and trusted brokerage in managing the insurance needs of clients all over Australia. This is due to our unmatched work ethic, ability to problem solve & our strong client & insurer relationships. We act in a professional and respectful manner and our clients value our attention to detail and forward thinking abilities, which is why we have 95% client retention.
- We offer a supportive & encouraging workplace where you will have the opportunity to grow to your full potential. Not only will you have the chance to dramatically increase your skills and experience but we also offer long-term employment stability. The business is abundant and rewards performance, loyalty and going the extra mile
- Hybrid/Work from home option available
Does your current employer offer this:
- Strong & supportive team culture
- Part of a fast growing organization with the opportunity to grow with the company
- Charitable organization
- Celebrates the wins
- Opportunity to also work within our High Net Worth Client division for some of Australia’s most prestigious properties(Luxury Home Insurance)
- Highly Professional Team
- Dedicated to Outstanding Service
- Opportunity to attend industry conferences and social events
If this sounds like a workplace where you could thrive and make a difference, please apply.
We look forward to receiving your Cover Letter & CV.
Please send your CV & Covering Letter addressing the role and “Why you believe you should get the job?” to ***@bridgewise.com.au
Note: Applications submitted without a cover letter will not be considered