About the Role

We are seeking an motivated, detail-oriented and customer-focused Assistant Account Executive to join our Dubbo team. This is a dynamic role that goes beyond administration - you’ll play a key part in supporting client accounts and delivering outstanding service across all stages of the insurance lifecycle.

You will assist with new business, renewals, endorsements, claims, and other key transactions, while helping maintain a high-performing, client-first culture.

Key Responsibilities

Customer Service & Client Support

Deliver exceptional customer service and build strong relationships with clients, insurers, and stakeholders

Respond to client enquiries and resolve or escalate issues within required timeframes

Support a responsive, client-focused service culture

Account & Administrative Support

Assist with processing policies, renewals, endorsements and cancellations

Maintain accurate and up-to-date client records in line with company standards

Complete daily banking, receipting, and filing

Support office administration including mail, correspondence, stationery, and general operations

Financial & Operational Tasks

Monitor outstanding debtors and follow up overdue payments

Use systems and reporting tools to minimise aged debt

Coordinate general office maintenance to ensure a safe and professional environment

Compliance & Risk Management

Ensure all work complies with insurance regulations, company policies, and procedures

Accurately record all client interactions in Salesforce

Support compliance outcomes and contribute to quality assurance standards

About You

You are a reliable, proactive and detail-oriented individual who thrives in a fast-paced environment. You bring:

Strong customer service and communication skills

Excellent attention to detail and organisation

Solid computer skills, including Microsoft Office

A positive, can-do attitude and willingness to learn and ask questions

Ability to manage competing priorities and work both independently and within a team

Qualifications & Experience

Preferred:

Experience in the insurance industry, ideally in an administrative or client-facing role

Required:

Police/ASIC clearance (or ability to obtain)

Willingness to obtain Tier 1 General Insurance (FNSASICN513) qualification (supported on the job)

Compliance & Professional Responsibilities

Adhere to company policies, Code of Conduct, and workplace procedures

Maintain workplace health and safety standards

Participate in continuous improvement and professional development (CPD requirements)

Follow all regulatory, financial, and operational directives

What We Offer

Supportive and collaborative team environment

Opportunities for training and career development

Exposure to a broad range of insurance processes and clients

A role where your contribution truly makes an impact

Important Information

This role may involve the provision of general insurance advice (subject to appropriate qualifications and authorisation), defined as providing recommendations to retail clients regarding insurance products.

How to Apply

If this sounds like you, click Apply Now to submit your application.

Applications will be reviewed as they are received, so we encourage you to apply early.

For a confidential discussion, please contact:
Amanda Humphrey | 02 •••• •700