Assistant Client Executive

Be part of a well-established Australian insurance specialist with over 20 years of industry expertise, delivering tailored, commercial-scale insurance and risk management solutions across diverse sectors, including general insurance, professional and financial risks, workers’ compensation, claims management, finance broking, and advisory support.

The Opportunity

Support Small/Medium Enterprise accounts by working closely with Account Brokers, Account Managers, and the Divisional Manager to ensure smooth, efficient service delivery. You’ll manage requests, coordinate documentation, prepare client materials, and provide high-level support to maintain strong client relationships.

Join a trusted insurance specialist, work within a collaborative team, gain broad exposure to insurance operations, and develop your career in a dynamic, client-focused environment.

Why join us?

• Proudly Great Place to Work® certified
• Celebrate globally: Company trips (2025: Hong Kong, 2024: Thailand), Culture Champs, Year-end parties, leadership awards & more
• Grow with stability: 100+ in our 10-Year Club by 2025
• Dynamic talent network: 2,000+ across APAC and beyond
• Competitive compensation with annual reviews
• Comprehensive medical care for you and your family
• Generous paid leave because work-life balance matters
• Level up with LinkedIn Learning and tailored training
• Flexible work setup
  
  
  

• Provide administrative support to the Schemes & Facilities team.
• Prepare pre-renewal documentation for PI/BPK policies (templates provided).
• Review proposals to ensure they are completed accurately.
• Liaise with brokers and send documentation to markets.
• Bind policies with insurers and process invoices in WINBEAT.
• Update policy numbers and maintain accurate records in WINBEAT.
• Ensure efficient and organized saving of documentation in OrganiseIT.
• Monitor outstanding accounts and follow up on overdue payments (Debtor Management).
  
  
  

• 2–3 years’ experience in Australian insurance broking.
• Previous administrative experience with strong attention to detail and organizational skills.
• Process-oriented, methodical, and skilled in problem-solving.
• Proficient in CRMs, Microsoft Suite, and other software applications.
• Strong written, verbal, and interpersonal communication skills.
• Ability to build and maintain client relationships.
• Working towards Tier 1 & Tier 2 Insurance Broking Compliance qualifications.
• Diploma or Degree in Business/Finance/Commerce or equivalent is advantageous.