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Assistant Account Manager

Melbourne Permanent AU$90,000 - AU$100,000 per year View Job Description
This role supports Account Managers in delivering high-quality insurance broking services, managing client accounts, processing policies, and coordinating claims to ensure a seamless client experience. It's a hands-on position offering broad exposure across operations, client service, and stakeholder management.
  • Broad exposure across clients, insurers, and end-to-end broking processes
  • Strong team culture in a reputable, client-focused brokerage

About Our Client

Our client is a well-established, purpose-driven insurance brokerage with a strong reputation for delivering outstanding client outcomes. With a focus on long-term relationships, service excellence, and continuous growth, they are committed to being a trusted partner to their clients across a broad range of industries.

They are now seeking an Assistant Account Manager to support their broking operations and play a key role in maintaining service standards, managing client relationships, and contributing to business growth.

Job Description

  • Provide end-to-end administrative and operational support to Account Managers across a portfolio of clients.
  • Assist with renewals, endorsements, and new business processing in line with internal procedures and service standards.
  • Prepare client documentation including submissions, quotation slips, and policy documentation.
  • Manage invoicing, renewal processing, and general policy administration within required timeframes.
  • Liaise with clients, insurers, and internal stakeholders to ensure smooth service delivery and strong relationships.
  • Lodge, manage, and follow up on claims, ensuring timely resolution and clear communication with clients.
  • Support Account Managers in identifying opportunities to grow and retain the client base.
  • Maintain accurate client records, filing, and CRM updates to ensure compliance and audit readiness.
  • Handle inbound enquiries professionally, providing prompt and courteous assistance at all times.
  • Assist with general office administration including scanning, filing, and coordination of documentation.
  • Contribute to team performance targets including client retention, service standards, and operational KPIs.

The Successful Applicant

  • Previous experience in insurance broking, underwriting support, or financial services administration is advantageous.
  • Strong organisational skills with the ability to manage competing priorities and deadlines.
  • High level of attention to detail and accuracy when handling documentation and data.
  • Excellent written and verbal communication skills with a strong client-service mindset.
  • Ability to build relationships with internal stakeholders, clients, and insurers.
  • Resilient and adaptable, comfortable working in a fast-paced and dynamic environment.
  • Proficient in Microsoft Office and CRM systems.
  • A proactive attitude with a willingness to learn and develop within the insurance industry.
  • Strong problem-solving skills with the ability to manage sensitive or complex client situations professionally.

What's on Offer

  • Opportunity to build a long-term career within insurance broking and progress to an Account Manager role
  • Supportive and collaborative team environment with a strong focus on development
  • Exposure to a diverse client portfolio and end-to-end broking processes
  • Ongoing training and professional development opportunities
  • Join a business with a strong culture of growth, accountability, and client-first service
Contact
Emily Roberts
Quote job ref
JN-062026-7035586
Phone number

Job summary

Function
Sales
Specialisation
Key Account Manager
Industry
Insurance
Location
Melbourne
Job Type
Permanent
Consultant name
Emily Roberts
Consultant phone
Job Reference
JN-062026-7035586

Diversity & Inclusion at Michael Page

We don't just accept difference - we celebrate it. We encourage applicants from all backgrounds to apply for this role and are committed to building inclusive, diverse workplaces where everyone can thrive. If you require any support or reasonable adjustments during the recruitment process, please let us know. PageGroup acknowledge and pay our respects to the Traditional Custodians of the land we operate on.