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Customer account manager

Perth
beBeeProfessional
Accountancy Manager
Posted: 15 August
Offer description

Job Role Overview

The primary objective of this position is to deliver exceptional client service and drive business growth through strategic account management.

* Support senior brokers in all aspects of account servicing, including identifying new business opportunities and managing renewal quotations; preparing client documentation, closings, and invoices; providing day-to-day client support; managing claims and associated activities.
* Offer high-quality customer service within tight turnaround times to clients, brokers, underwriters, and other key stakeholders.
* Assist in overall account management and debtor management.
* Identify opportunities to improve internal business processes and cost efficiencies, working with the Service Centre to ensure accurate preparation of processes and information.
* Gather relevant client information and identify key issues to provide assistance to senior brokers.
* Maintain 100% accuracy of documentation issued to external and internal clients.
* Stay informed of industry trends by attending training sessions, seminars, etc.


Key Skills and Qualifications

* Tier 1 or 2 qualification or willingness to complete.
* Strong organisational and time management skills with the ability to prioritise and multi-task.
* Excellent verbal and written communication skills.
* Excellent administration skills with a high attention to detail.
* Strong commitment to client service excellence.
* Exposure to construction industry clients and insurance programs (including Builders Warranty) would be an advantage but not essential.


About Our Organisation

We are a global leader in Insurance broking, risk management, and consulting, with over 53,000 employees worldwide in over 130 countries. We have a global reach with a local presence and pride ourselves on being a socially responsible and ethical organisation expressed through our Shared Values.


Employee Benefits

* Tuition assistance.
* Career development and training to build a personalised career pathway.
* Wellbeing offerings.
* Employee assistance program.
* Additional weeks' Lifestyle leave.
* Gallagher Rewards for discounts at major retailers.
* Employee Stock Purchase Plan to invest in the company's growth potential.
* Paid Volunteering days.
* Salary sacrificed superannuation options.

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Send an application
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