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Account Executive (General Insurance) Full-time Job

5 years ago Accounting & Finance Melbourne   629 views
Job Details

About us

We are an established insurance advisory firm of over 30 years and have built a market leading reputation in a number of key markets.

Due to business growth and succession planning, we require a new addition to grow a portfolio of commercial general insurance clients in partnership with the Director. This is a full-time role.

Why join us?

  • Ongoing system training and mentoring from top professionals in the industry
  • Friendly and supportive work culture
  • Attend underwriting expos and conferences
  • Opportunity to grow your own portfolio

About the opportunity

Manage and grow a portfolio of commercial general insurance clients in partnership with the Director. There is the opportunity to take over your own commercial portfolio and focus on new business development.

Specific responsibilities:

  • Development of new business and the retention of existing business
  • Ensure compliance with all FSR requirements
  • Processing on Winbeat Sunrise and SVU
  • Use of DMS – Officetech
  • Prepare quotation slips for submission to underwriters
  • Acting as a point of contact for clients and underwriters

Skills & Requirements

  • Tier 1 RG146 accreditation - broking
  • Significant prior experience in General Insurance experience
  • Proficient in MS Office
  • Proven ability to easily build rapport and a friendly demeanor
  • Familiar with the following systems:
    • Winbeat
    • Sunrise
    • SVU (Steadfast Virtual Underwriter)
    • Premium Funding Software

To express your interest please apply via SEEK.

Company Description
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