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Account Executive - Commercial

Due to business growth and succession planning, we are looking for someone who is a self-starter, has the initiative to look outside the square, plus the drive to foster existing client relationships and the confidence to grow your own portfolio, together with transitioning an existing portfolio to allow further growth.

The vacant position will be assisting one of our directors with a view to take over their portfolio or part thereof in the future as they focus on new business development.

It is essential that you have excellent communication skills, that you are polite and friendly and that service level agreements are met. Attention to detail is a must.

You must be Tier 1 compliant and have at least 10 years' experience in general insurance.

We are an office of 25 and fast turnaround of paperwork and client/underwriter queries is an important aspect of our business and something we have trained our associates to expect from our business. This has also been the basis of our success.

By working closely within our client service team, client partners, underwriting partners and other service providers, we have built up a market leading reputation and will expect you to contribute to these relationships, to ensure our continued success. 

Potential candidate requirements:

  • Must be Tier 1 compliant and have at least 10 years' experience in general insurance
  • Be aware of all FSR requirements
  • Assist director in support and transition of portfolio
  • Processing new business, renewals and endorsements on Winbeat Sunrise and SVU
  • Utilisation of DMS – Officetech
  • Preparing quotation slips for submission to underwriters
  • Take information from clients over the telephone and obtain quotations for their insurance requirements from underwriters
  • Prepare quotations for new business and renewals
  • Prepare premium funding quotations
  • Ability to write letters to all parties associated with our business i.e. existing and potential clients, underwriters, loss adjusters, premium funders.

 Systems used:

    • Winbeat
    • Sunrise
    • SVU (Steadfast Virtual Underwriter)
    • Microsoft Word
    • Microsoft Excel
    • Premium Funding Software

We will provide training on all online platforms with various underwriters and SVU. We encourage you to attend underwriting expos and product training at our cost. 

Consolidated Insurance Agencies Pty Ltd

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Insurance Broking
$70,000 - $90,000
Work Type:
Full Time
Date Posted:
Closing Date:
Consolidated Insurance Agencies Pty Ltd
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