Assistant Account Executive - Sydney, Australia - Capricorn

Capricorn

Verified Company

Sydney, Australia

1 week ago

Posted by:

Olivia Brown

beBee Recruiter

Description

A great place to work

When you join Capricorn, you become a part of something bigger than a typical company, because as a co-operative we exist to improve the lives of our Members by supporting them in building stronger businesses - not the other way around.

We are purpose-led and are committed to empowering our community to thrive.

Our community includes our employees, and we know what is important to them, because we asked And here's our commitments to you:

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Provide a diverse and inclusive workplace - because we know how important it is for everyone to be treated fairly and with respect.
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Give you flexibility - it's important to recognise we are all unique and need to create work life balance.
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Offer paid parental leave - that supports both parent's leave and their transition back to work.
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Create a fun environment - our social calendar is full up with a range of different virtual and face-to-face events to keep us connected.
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Work perks - that our employees actually use, such as a fantastic reward and recognition program, wellness program, additional leave purchase and so much more

The Role & What We Are Looking For

Reporting to the Broking Team Leader, the Assistant Account Executive supports the broking team and would suit someone with an interest in expanding their career in the insurance broking sector.

Key responsibilities of the role include:

Process and invoice new business, endorsements, and renewal quotes for brokered commercial and personal lines insurance products within prescribed timeframes.
Gather underwriting information from risk account managers (RAMs) and Members/clients as required.
Process and file premium funding contracts.
Follow up payments of accepted policies as required.
Update claims statues reports.
Comfortable in a highvolume, highperformance workplace whilst maintaining high levels of attention to detail.
Highly organised.
Strong verbal and written communication skills.
Capable in the use of MS Office, particularly Outlook and Word.
Sound analytical and problemsolving abilities.
Ability to show initiative and work with minimum supervision.
High level of service orientation.

Who are we?

Capricorn is a member-based financial services organisation which exists to improve the lives of over 25,000 Members across Australia and New Zealand by supporting them in building stronger automotive businesses.

We provide products and services including trade credit, risk protection, equipment finance, trade events, travel services, fuel cards and more.

Last financial year Member purchases exceeded $2.93 billion and Member returns exceeded $72.5 million.

**The next steps