Executive support specialist

Assistant Account Executive Job Description

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The Assistant Account Executive plays a pivotal role in supporting the Agency's client-facing operations, delivering exceptional service and driving business growth.

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* Job Summary: Assist Account Executives in processing insurance policies, endorsements, renewals, and cancellations, while maintaining accurate client records and documentation.
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Responsibilities:

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1. Provide outstanding customer service and cultivate strong relationships with clients, suppliers, and other stakeholders;
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2. Address or escalate client enquiries and complaints within organisational and regulatory standards and timeframes;
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3. Manage internal office processes, including mail distribution, word processing, messaging systems, stationery, and other administrative activities;
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4. Support Account Executives in completing daily banking, receipting, and filing tasks;
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5. Maintain accurate client records and documentation according to company standards;
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6. Proactively use available tools and reports to minimize outstanding debtors, contact clients to follow-up outstanding payments, and escalate when necessary;
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7. Coordinate office maintenance to ensure a safe, clean, and comfortable office environment at all times;
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8. Ensure compliance with all applicable insurance guidelines, regulations, company policies, and operating procedures;
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9. Continuously strive to help the Agency achieve high levels of regulatory compliance resulting in satisfactory Quality Assurance reviews;
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10. General Duties and Responsibilities include compliance with company policies, Occupational Health and Safety regulations, quality improvement activities, fire and emergency policy, and direction about work-related spend.
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Requirements:

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* Previous experience in the insurance industry, preferably in a client-facing or administrative role;
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* Police/ASIC clearance (or ability to obtain);
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* Licenses/Certifications: FNSASICN513 Tier 1 Provide advice in general insurance;
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* Proficient in Microsoft Office Products and with a high level of general computer skills;
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* Flexibility, a can-do attitude, and willingness to learn;
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* Excellent attention to detail and organisational skills;
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Benefits:

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* This role is authorised to provide financial product advice to retail customers in respect of General Insurance products;
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* Opportunities for career advancement and professional development;
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* A supportive and collaborative work environment;
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* Competitive salary and benefits package.
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