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Account Executive

Marsh - Melbourne, VIC

Insurance & Superannuation
Source: uWorkin

Source: uWorkin


What can you expect?

A unique opportunity currently exists to join Marsh as an Account Executive within out Affinity Auto Practice. Our Auto Brokers work with an impressive group of clients offering specialist broking and advisory services on a range of credit related insurance products.

What is in it for you?

  • Leading training and development program
  • Professional environment where your career path really matters and is supported in our global organisation
  • Great team environment with energetic and supportive colleagues
  • Genuine work life balance

In this role you will be responsible for:

As an Account Executive you will be responsible for assisting a Senior Broker in aspects of client service, including client contact, documentation and technical support.

Account Management

  • Develop and maintain effective client relationships by understanding their needs and pro-actively responding to these needs
  • Implement renewal and broking strategies based on client’s needs as required
  • Liaise with the Claims team to ensure that clients’ interests are protected and claims are settled in a timely matter
  • Develop and maintain sound working relationships with insurers and assist with negotiations
  • Maintain outstanding renewals, credit control and other necessary reporting over client portfolio
  • Recognise new business opportunity and act as appropriate on them in a timely manner
  • Introduce new products or broader policies as appropriate
  • Adhere strictly to the Company's policies, Quality practices and other systems and procedures.
  • Comply fully with the Company's Errors and Omissions avoidance policy.
  • Ensure timely and accurate document production, reporting and processing of (including but not limited to):
  • invoices and related policy accounting documentation;
  • quotation and placing slips
  • information and documentation for Pre-Renewal and Broking meetings;
  • client letters, draft renewal reports and insurance manuals, as requested
  • certificates of currency;
  • maintain up to date client records and files including the broking systems;
  • collect information and follow up documentation
  • assist with claim lodgement and follow up
  • maintain production of monthly Management Information reports for all promoter clients
  • all other documentation.
  • Mentor and assist with development of Assistant Account Executives
  • Other duties as may be required from time to time.

Knowledge & Technical

  • Acquire and maintain an awareness of the client's business, risk management and insurance needs
  • Maintain technical knowledge, including all major classes of insurance, required to support the clients and business needs
  • Maintain a thorough working knowledge of all aspects of the Insurance (Agents & Brokers) Act, Insurance Contracts Act, Emergency Services Levy, Stamp Duties, Worker’s Compensation and other relevant legislation

We would like you to have:

You will preferably be working in a similar broking role or coming from a finance/banking background. You will have a good understanding of financial statements or the accounts receivable process. It is essential you have excellent client engagement abilities, partnered with a team focused attitude and a drive to service high profile clients in a consistent and professional manner.

  • Minimum 3 years’ general insurance broking experience
  • Clear and effective communication skills
  • Ability to work autonomously within a multi skilled team
  • Ability to work under pressure, prioritise workload, meet deadlines and good time management skills.
  • Excellent client service ability – to be able to anticipate client needs and exceed them
  • Motivated self-starter focussed on achieving results
  • Excellent attention to detail
  • Ability to recognise and solve problems and think outside the square
  • Ability to work with sensitive and confidential information
  • Sound business administration skills
  • Intermediate knowledge of Microsoft Suite and demonstrated ability to learn new systems quickly

About Marsh:

Marsh is the world’s leading insurance broker and risk adviser. With over 35,000 colleagues operating in more than 130 countries, Marsh serves commercial and individual clients with data driven risk solutions and advisory services. Marsh is a business of Marsh & McLennan Companies (NYSE: MMC), the leading global professional services firm in the areas of risk, strategy and people. With annual revenue approaching US $17 billion and 76,000 colleagues worldwide, MMC helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses: Marsh, Guy Carpenter, Mercer, and Oliver Wyman. Follow Marsh on Twitter @MarshGlobal; LinkedIn; Facebook; and YouTube, or subscribe to BRINK.

Applications will only be accepted from candidates who have the appropriate approval to work in Australia. Successful applicants will be required to complete Criminal Record check prior to commencement of employment.

Marsh is an equal opportunity employer committed to embracing a diverse and inclusive work environment. We aim to attract and retain the best people regardless of their gender, marital/parental status, ethnic origin, nationality, age, background, disability, sexual orientation and gender identity.