Job Description

The Account Executive will effectively contribute to the management and growth of a portfolio of clients ensuring that their risk management and insurance needs are identified and met. The role will also provide assistance to senior brokers as and when required.
Key areas of accountability will include all aspects of client servicing, including preparation of client documentation, assistance with claims management, client database management and liaison with underwriters.

The Role
 

  • Prepare client documentation and invoices, for example, renewal questionnaires, quote slips, client insurance manuals, premium funding quotes.
  • Ensure 100% accuracy of documentation prepared and obtain approval for all client documentation prior to distribution.
  • Provide support to Senior Brokers in managing larger clients’ insurance, risk management and programs
  • Develop and maintain relationships with insurers, clients and other key stakeholders (intern...

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