Account Executive

Qualification/ Experience

2+ years’ experience in the insurance industry
Tier 1 as a minimum
Tertiary qualifications in a business related discipline preferred
Equivalent corporate experience

Technical Skills/Key Competencies

In-depth understanding & knowledge of Strata and related products
Understanding of compliance and legislative requirements (both insurance and strata)
Strategic thinker
Effective communication skills – both verbal & written
Negotiating skills
Proficient in computers : Excel, Word, Winbeat, Sunrise & online quoting systems
Excellent organizational and multi-tasking skills
Excellent self-presentation

Job Purpose:

To service an existing portfolio and contribute to new business growth.
To support Senior Team Members, as required.
To fulfill the steps involved in arranging and processing insurance products consisting of strata, community association and general retail products.

Behavioural Competencies

Developing and utilising suitable communication styles and techniques to gain acceptance of an idea, plan, activity, service or product from prospects and clients; demonstrating knowledge of the sales process.

Effectively exploring alternatives and positions to reach outcomes that gain all parties’ support and acceptance. Presenting rational arguments, drawing on reason and logic in making a case; demonstrating that a course of action is of mutual benefit; focuses on the problem rather than the person in a negotiation.

Identifying potential for and developing new client relationships; proactively identifying client requirements; undertaking actions which meet and/or exceed client expectations; using communication styles and methods to ensure understanding and enduring client satisfaction.

Clearly expressing ideas both on a one-to-one basis and in group situations (including non-verbal communication); expressing ideas effectively in written format that contain correct and appropriate syntax, grammar, language and terminology; adjusting language to suit the requirements of the recipients.

Demonstrating the ability to work effectively in a team/work group or those outside the formal line of authority (e.g. peers, senior managers), not as a team leader but as a valued member who assists in building morale and makes extra effort to help the team reach organisational goals; taking actions that respect the needs and contributions of others; contributing to, accepting and promoting the consensus; subordinating own objectives to the objectives of the organisation or team.
 

Using communication and interpersonal styles and methods to inspire and guide individuals (subordinates, colleagues and superiors) toward improved goal achievement; modifying behaviours to accommodate tasks, situations, and individuals involved; influencing factors outside line control to achieve goals.
 

Showing concern for completeness and accuracy around tasks, information and project management. Accomplishing tasks with concern for all areas involved, no matter how small; maintaining watchfulness over a period of time. Discovering weaknesses or missing data and acting to correct. Keeping track of many details without forgetting items.