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Assistant account executive

Success Financial Services
Chief Accounting Officer
Posted: 21 March
Offer description

Success Financial Services – Cockburn Central WA

Elders Insurance is one of Australia's largest regional and rural insurance services and operates an agency network distributing general insurance products to regional and rural clients.

Success Financial Services Pty Ltd T/As Elders Insurance Cockburn Central is the Elders Insurance agency in Cockburn Central where we currently have an opportunity for an Insurance Assistant Account Executive.

This position offers you a development opportunity with potential for career progression with a leading Elders Insurance franchise and a competitive remuneration package will be negotiated with the successful applicant.

About the role

We are looking for a new ASSISTANT ACCOUNT EXECUTIVE to add value to our already successful team. You will be fully trained and mentored in company practices.

This position is NOT suitable for candidates wishing to work from home.

What you'll be doing

Responding to customer service enquiries and providing information about our insurance products and services.

Assisting with the preparation of client documents including processing insurance policies, endorsements, renewals, and cancellations.

Maintaining accurate up-to-date client records and documentation.

Providing administrative support, such as banking and credit control.

Opportunities to be trained in other areas of the business including claims handling and sales.

What we're looking for

Experience in general insurance or a similar customer service-oriented role is highly desirable.

Strong organisational and time management skills with the ability to prioritise tasks effectively.

High attention to detail and ability to work independently with limited supervision.

A team player with a positive attitude, and a willingness to learn.

Strong work ethic, resourceful, forward thinking and embrace technology.

Police and ASIC clearances (or ability to obtain).

Tier 2 accreditation in Australian Financial Services Reform Act 2001 (FSRA) Insurance (on‐job support to obtain this qualification).

What we offer

At Elders Insurance Cockburn Central, we value our employees and strive to create a supportive and collaborative work environment. In addition to a competitive salary, we offer:

Flexible work arrangements to support work‐life balance.

Ongoing professional development and opportunities for career progression.

Discounts on insurance products, car hire, hotels, goods and services through various suppliers.

Access to our well‐being program, including free holistic well‐being coaching, nutritional, confidential counselling, financial and legal advice.

For further information please contact: Natalie Wyers
0406 429 ***.

Written or e‐mailed applications including a covering letter and CV should be delivered/emailed to:
Elders Insurance 08 9412 4***.
Agency address: Unit 2/20 Signal Terrace, Cockburn Central

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