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Assistant Account Executive

Clear Insurance - Brisbane Grove, NSW

Administration & Secretarial
Source: uWorkin


We are seeking a talented Assistant Account Executive to support the team in servicing a portfolio of clients and achieving new business targets.

This is a full-time role, however part-time hours may be negotiable with the perfect candidate.

The primary purpose of this role is to provide reliable administrative/processing support, and to uphold the high customer service standards that Clear Insurance is renowned for.

Your key responsibilities will include:

  • Assisting the Office Manager 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)
  • Report generation and distribution.
  • Assisting in the preparation of end of month requirements.
  • Answering incoming calls in a polite and professional manner
  • Transferring incoming calls to the appropriate person
  • Other tasks as delegated by Management. 

Your Key Performance Indicators will include the following:

  • Accurately processing on iAnyware system
  • Accurately raising quotes on sunrise and insurer quote platforms
  • Providing timely turnaround of requests 
  • Working well with colleagues
  • Working through issues / problems and identifying solutions
  • Maintaining an understanding of Insurance environment and legislation 
  • The provision of outstanding customer Service
  • Answering of incoming calls within a reasonable timeframe

In addition to being able to perform the responsibilities above, you will ideally possess the following skills, experience and characteristics:

  • Computer skills including Word and Excel
  • The ability to be flexible in a rapidly growing organisation
  • Good interpersonal skills
  • Proven ability to work as part of a team
  • Previous Administration or Reception experience
  • Ability to understand FSRA Legislation
  • Ability to be well organised and structured 
  • Ability to work autonomously 
  • Eye for detail
  • Excellent oral and written communication skills
  • Willingness to learn
  • Displays Initiative 
  • Open to change 
  • Friendly and co-operative personality 
  • Ability to grow with the company
  • Previous Insurance Industry experience

You will also be able to demonstrate the following educational requirements:

  • FSRA Dealing & Advising
  • Privacy Legislation
  • General Insurance Brokers Code of Practice
  • ASIC RG146 – Tier 1 (Desirable)
  • Allianz Product training (Desirable)

To thrive in our business, you will be a versatile individual. Professional and authentic. Efficient and approachable. Innovative and reliable.

Our workplace is a busy and dynamic environment. To succeed in this role you will bring a high level of enthusiasm and energy, along with a combined focus on maintaining great relationships and achieving great outcomes!

Brisbane Grove, NSW

Administration & Secretarial


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