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Assistant Account Executive

Assistant Account Executive

Job Title: Assistant Account Executive
Contract Type: Permanent
Location: Melbourne, Victoria
Industry: Insurance & Wealth Management
Reference: BBBH9796_1573166911
Contact Name: Jeremy Musso
Contact Email: jmusso@fuserecruitment.com

Job Description

The position is responsible for assisting the Account Executives in the development of new accounts and the servicing of existing accounts for General Insurance products. Key accountabilities include providing service to exiting clients through activities such as iAnyware system processing, renewals, invoicing, responding to enquiries from existing and potential clients, general broking and claims lodging and progression and resolution involving liaison with underwriters.

The position is also responsible for all functions associated with running a front office reception area, including answering and directing incoming phone calls, mail collection and distribution and greeting visitors.

Main Responsibilities:

  • Assist Account Executives with system processing, preparation of documentation and file management for:
  • New accounts
  • Policy renewals
  • Provision of quotations
  • Claims management
  • Pre-Renewal Reports and document preparation
  • Policy documentation /File Audits (checking data integrity)
  • Reports generation and distribution
  • Assist in the preparation of end of month requirements.
  • Collect and distribute all incoming mail
  • Collation of all out going mail and courier services as needed
  • Answer incoming calls in a polite and professional manner
  • Transfer incoming calls to the appropriate person
  • Maintain stationary cupboard and office supplies ensuring it is adequately stocked at all times
  • Other tasks as delegated by Management.

Key Performance Indicators:

  • Accurately process on iAnyware system
  • Provide timely turnaround of requests
  • Ability to work well with others
  • Ability to work through issues / problems and find solutions
  • Understanding of Insurance environment and legislation
  • Customer Service
  • Answering of incoming calls within a reasonable timeframe
  • Distribution of mail in an accurate and timely manner
  • Office supplies adequately stocked at all times

Skills and Experience:

  • Computer skills including Outlook, Word and Excel
  • Ability to use insurer systems Ebix/Sunrise
  • The ability to be flexible in a rapidly growing organisation
  • Good interpersonal skills
  • Proven ability to work as part of a team
  • Previous Administration experience
  • Ability to understand FSRA Legislation
  • Previous Insurance Industry experience is required

Apply now or contact Jeremy Musso from Fuse Recruitment on 0401 094 213