Assistant Account Executive

Brad Paton Associates Pty Ltd
Melbourne
Bayside & South Eastern Suburbs
Insurance & Superannuation
Brokerage
$55,000 - $60,000 based on experience
Full time
Posted 8d ago

We are seeking to employ an Assistant Broker to Join our team based in our Narre Warren office.

The successful candidate will have the important role of supporting the Managing Director ensuring that client experience receive exceptional service with providing ongoing support.

This role would suit a well organized, works well under pressure to endeavor to meet deadlines. Someone who has great customer service skills, can do attitude, friendly, reliable and a Team Player.

Benefits of working with us 

  • Permanent position
  • Annual leave benefits  
  • Once training is complete, flexibility to work remotely 
  • Small office and close knit team 
  • Car parking is supplied 
  • Opportunity to work closely with Managing Director with over 40 years in Insurance experience 

Qualifications & experience

  • Previous Assistant Broking Experience required
  • Tier 2” qualifications preferred 
  • Experience with Sunrise, SVU and preferably Insight Platforms
  • Microsoft office Suite
  • Basic Policy understand for SME businesses
  • Excellent communication Skills

The successful candidate will have the important role of supporting the Managing Director ensuring that client experience receive exceptional service with providing ongoing support.

This role would suit a well organized, works well under pressure to endeavor to meet deadlines. Someone who has great customer service skills, can do attitude, friendly, reliable and a Team Player.

Tasks & Responsibilities involves but not limited to:

  • Data Processing
  • Quoting
  • Processing new business, renewals, endorsements & cancellation
  • Obtaining new business
  • Claims – end to end process
  • Client/Insurers Communication
  • Administration duties
  • Policy understand for SME businesses
  • Excellent communication Skills

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