Job Description
Overview
Description The Account Executive will effectively contribute to the management and growth of a portfolio of clients ensuring that their risk management and insurance needs are identified and met. The role will also provide assistance to senior brokers as and when required.
Description The Account Executive will effectively contribute to the management and growth of a portfolio of clients ensuring that their risk management and insurance needs are identified and met. The role will also provide assistance to senior brokers as and when required.
Responsibilities
- Prepare client documentation and invoices, for example, renewal questionnaires, quote slips, client insurance manuals, premium funding quotes.
- Ensure 100% accuracy of documentation prepared and obtain approval for all client documentation prior to distribution.
- Provide support to Senior Brokers in managing larger clients’ insurance, risk managemen...
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