Manage a portfolio of existing clients and a small personal portfolio. Responsibilities include client servicing, processing quotes, renewals, and documentation, while collaborating with senior brokers and the team.
Service an SME portfolio
- Develop your broking experience under the guidance of senior brokers.
- Opportunity to develop your career internally
Established Broking House is seeking an Assistant Account Manager to help manage a portfolio of existing clients, plus manage a small portfolio of their own. This is an internal role requiring all aspects of client service including process documentation, quotations, renewals etc.
As the successful candidate you will have:
- 2+ years of insurance broking experience.
- Exposure to classes such as Business Packs, Liability and Commercial Motor essential.
- Prior experience undertaking all aspects of insurance broking including responding to client requests, all processing and documentation associated with the portfolio and claims management.
- Excellent communication and negotiation skills.
- Willingness to take direction from senior staff
- Ability to work in a collaborative team environment.
- Tier 1 broking essential.
- Competent in IT and office procedures.
- Winbeat and Sunrise experience
Duties in this role will include:
- Maintenance of a portfolio of risks.
- Processing quotations, endorsements, renewals and cancellations.
- Proactively act upon new business leads provided by the brokerage
- Identify opportunities for cross-sell and/or up-sell of product to clients
- Working collaboratively with team members.
If you are a passionate and motivated self-starter with a "can do attitude" this could be the position for you. Please apply now for the opportunity for career development and advancement.
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Home to 650 biotech companies, 10 major research institutes and nine universities, Melbourne is among one of the top cities for biotech. In fact, some of the greatest medical advancements were conceptualized and developed here, including Symex Lab's "lab-on-a-chip" solution that monitors hormones to predict ovulation for conception, and Denteric's vaccine for periodontal gum disease. Yet, the thousands of people working in the city's healthtech sector are just getting started, to say nothing of the tech advancements across all other sectors.
