Account Executive Assistant – Pakenham

The Assistant Account Executive provides crucial support to our Agency in administering client accounts and delivering exceptional service. This involves providing office-based support to process new business, renewals, endorsements, claims, and putting in place the groundwork for other key transactions. You will support a client and results-focused culture within the business, be responsive to client needs and deliver superior service to clients and assistance within our Agency.

Primary Responsibilities

Customer Focus

Consistently provide excellent customer service and cultivate strong relationships with clients, suppliers, and other stakeholders

Address or escalate client enquiries and complaints within organisational and regulatory standards and timeframes

Policy, Process and Procedures

Manage internal office processes including mail distribution, word processing, messaging systems, stationery, and other administrative activities

Support Account Executives in processing insurance policies, endorsements, renewals, and cancellations

Maintain accurate client records and documentation according to company standards

Complete daily banking, receipting, and filing

Proactively use available tools and reports to minimize outstanding debtors, contact clients to follow-up outstanding payments, and escalate when necessary

Coordinate office maintenance ensuring a safe, clean, and comfortable office environment at all times

Ensure compliance with all applicable insurance guidelines, regulations, company policies and operating procedures

Claims Handling

Lodge and process claims information in accordance with organisational policies, procedures, regulatory obligations, and authorized authority limits

Instruct and manage suppliers (e.g. loss adjuster, builder etc.) following correct process and guidelines

Handle disputes regarding acceptance and liability, and appropriately escalate when necessary

Risk Management, Compliance and Continuous Improvement

Continuously strive to help the Agency achieve high levels of regulatory compliance resulting in satisfactory Quality Assurance reviews

General Duties and Responsibilities

Compliance with:

Code of Conduct, values, policies and procedures, directives, and communications

All Occupational Health and Safety regulations within the workplace including reporting hazards, incidents and near misses; taking care of your own health and safety and the health and safety of others

Participation in quality improvement activities across the organisation

Fire and emergency policy and procedures

Direction about any work-related spend within delegated authority

All client contact recorded in Salesforce

Annual Continuing Professional Development (CPD) requirements

Qualifications and Experience

Preferred, however not essential.

Previous experience in the insurance industry, preferably in a client-facing or administrative role

Required

Police/ASIC clearance (or ability to obtain)

Licenses/Certifications: FNSASICN513 Tier 1 Provide advice in general insurance (on-the-job support to obtain this qualification)

Competencies and Skills

Proficient in all Microsoft Office Products and with a high level of general computer skills

Flexibility, a can-do attitude, and willingness to learn

Excellent attention to detail and organisational skills

Excellent customer service skills

E-mailed applications including a covering letter and CV should be sent to:

Shaun Bannister Director | Elders Insurance Essendon / Pakenham / Port Melbourne

Phone : 03 9334 3900

Email: [email protected]

Applications close 5th June 2025.