Purpose of the Role:
The Senior Account Executive / Senior Insurance Broker plays a critical role within the broking team and is responsible for the end‑to‑end servicing, administration, and technical support of commercial insurance accounts. This role ensures exceptional client service delivery, accurate processing, underwriting coordination, and strong workflow management. Operating at a senior level, the position requires advanced knowledge of Australian General Insurance products, the ability to work autonomously, and a proactive approach to problem‑solving. The Senior Account Executive supports brokers with complex placements, prepares high‑quality client documentation, and upholds compliance standards across all activities.
Key Responsibilities:
• Data processing in WinBeat: including to keep clients' files updated & record payments made and received;
• Contact independent experts in the case of disputes and attend disputes tribunals;
• Maintain good rapport with clients, insurers and provide an extremely high level of professional service to Clients and develop high quality relationships;
• Monitor all claims status until settlement is complete;
• Reviews and analyses loss histories for a wide variety of exposures and recommended appropriate measures to minimise losses; compares loss histories to premium costs to determine if charges are appropriate and commensurate with exposure and loss history;
• Reviews and analyses insurance premiums and recommend appropriate products;
• Review to meet review list timetables;
• Obtain renewal invitations;
• Obtain information from clients as necessary/requested;
• Obtain quotes within compliance/ability level as requested/required (no client advice);
• Provide general advice within compliance/ability level as requested by clients;
• Prepare necessary client documentation;
• Deal with incoming calls/documentation within compliance/ability level;
• Manage Endorsements and Cancellations within compliance/ability level;
• Prepare and submit documentation in support various claims activities;
• analyse the claim and decide whether it is covered by the policy;
• appoint insurance loss adjusters and private investigators when required;
• manage long-term claims and reassess them regularly;
• make recommendations for the settlement of claims;
• inform clients if claims are accepted and how they will be allocated;
• organise payments to clients;
• organise the repair or replacement of lost items;
• make sure all enquiries and payments are dealt with quickly;
• Delegate tasks to Assistant as negotiated/necessary;
• Other tasks as requested/necessary.
Qualifications:
• At least 5 years of Australian General Insurance
• Must have Tier 2 ANZIFF certification
• Must have experience in using Winbeat insurance software/ tools
• Must be working in a Insurance Brokerage company
• Must have experience managing portfolio for multiple insurance lines
• Experience with multiple insurance products/lines
Benefits
Why IntoGREAT?
Competitive Compensation Package: An attractive salary and comprehensive benefits aligned with market standards.
Work-Life Balance Support: Paid time off, wellness programs, and initiatives designed to enhance employees' work-life balance and personal productivity.
Career Growth and Development: Opportunities for training and development to help employees advance their skills and grow within the company.
Supportive Leadership: A collaborative environment with leaders who provide guidance, mentorship, and recognition to empower employees in their roles
Ready to Shape the Future?
Step into a role where your skills will fuel growth, inspire change, and create a lasting impact. We’re eager to see how you can make a difference with us!