Are you self-driven and motivated, keen to fast-track your career with a fast-growing, market-leading insurance brokerage? Aviso Specialty WA, located in Wembley, might just be the place for you.
About the Role
We are seeking an experienced and driven Account Executive to work with Senior Account Managers to manage and develop a portfolio of our top-tier clients, including managing your own portfolio.
This role is ideal for a results-focused individual with a strategic mindset who thrives in building strong client relationships while driving business growth.
Key Responsibilities
Manage and support a portfolio of client accounts, focusing on relationship building and retention.
Support and manage pre-renewal, renewal, and post-renewal activities, including quotations, endorsements, certificates of currency, and creating renewal reports.
Identify and convert new business opportunities through proactive relationship building and networking.
Manage complex renewals, ensuring deadlines are met and clients' evolving needs are addressed.
Attend client meetings.
Conduct comprehensive reviews to identify potential risks, ensuring clients are protected with the most suitable coverage.
Work closely with the in-house Claims Manager to ensure equitable claims settlements.
Develop and manage key stakeholder relationships with Senior Brokers and Underwriters.
About You
Must have a minimum of 5 years' experience as an Insurance Broker.
A results-oriented mindset with a strong drive to pursue new business opportunities and consistently deliver outstanding results.
Excellent client relationship management skills, with exceptional communication, quick-thinking, and a solutions-focused approach.
Understanding of business risks in property, construction, mining, manufacturing, and engineering industries.
Exceptional communication, stakeholder engagement, and negotiation skills.
Proactive, self-motivated, and dedicated to securing positive outcomes for clients.
Qualifications/Skills
Tier 1 or Diploma-level qualification in Insurance Broking.
Sound knowledge of Microsoft Office programs, including Excel and Word.
Experience with Broking Systems such as Insight, Winbeat, and OfficeTech.
Strong administrative and organizational skills with a focus on accuracy and meeting deadlines, including invoicing procedures and file management.
What We Offer
Competitive salary package plus bonuses and benefits.
A dynamic workplace with opportunities for career progression and development.
Modern office located in Wembley, Perth, with car parking included.
Opportunity to engage with Australia's best brands and companies.
Opportunities to give back to the communities in which we work and live.
Role Type
Company Overview
Envest is a private, entrepreneurial insurance investment and distribution business. We invest in and support innovative, best-in-class insurance and financial services businesses to achieve their growth objectives. We are constantly on the lookout for merger and acquisition opportunities and seeking young entrepreneurs willing to back themselves and their businesses. We have a great track record of incubating start-ups, often by giving individuals the confidence to create their own business.
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