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Assistant account executive

Matrix Insurance Group
Chief Accounting Officer
Posted: 4 February
Offer description

Assistant Account Executive / Broker Assistant

Ready to take the next step in your insurance career? We're looking for a proactive, detail-driven Assistant Account Executive to join our friendly and experienced team.

This is a varied, hands-on role where no two days are the same. You'll work closely with our Senior Account Managers and Claims Manager, playing a key role in keeping policies, claims, and client service running smoothly.

The Role

You'll support broking operations and manage claims administration, acting as a key point of contact for clients and insurers.

Your day-to-day will include:

· Supporting Senior Brokers with new business, renewals, endorsements, and cancellations

· Working directly with insurers, underwriters, clients, adjusters, and external providers

· Answering calls, gathering risk information, and delivering outstanding customer service

· Assisting with quotations, renewals, debtor management, and monthly workflows

· Supporting new business leads and marketing initiatives.

· Assisting the Director with lead generation and quoting new business.

· Assisting with insurance claims from lodgement to finalisation. Ensuring timely processing including follow-ups and stakeholder communication

Why Join Us?

· Clear career development opportunities within the insurance industry

· Competitive salary and benefits

· Balcatta office location with free onsite parking (skip the peak-hour traffic)

· A knowledgeable, supportive team that genuinely has your back

· We work hard, but enjoy a laugh and a relaxed, positive culture too

About You

· Highly organised with a sharp eye for detail

· At least 12 months' experience in a similar insurance role

· Confident communicator, both written and verbal

· Comfortable juggling multiple priorities and deadlines

· Proactive, reliable, and a true team player

· Tier 1 or 2 qualification is preferred (or working towards)

If you're looking for a role where you'll be supported, challenged, and valued — we'd love to hear from you.

Insurance Brokers Perth, Perth's Leading Insurance Company )

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