Assistant Account Executive (data entry)

Support Account Executives in managing new and existing insurance accounts, ensuring efficient processing, accurate documentation, and excellent client service.

Key Responsibilities

• Assist Account Executives with:
  • New business accounts
  • Policy renewals
  • Quotations preparation
  • Claims management and follow-ups
  • Pre-renewal reports and documentation
  • Policy documentation and file audits (data accuracy)
• Process transactions using iAnyware and Ebix/Sunrise systems
• Generate and distribute reports
• Respond to enquiries from clients and stakeholders
• Liaise with underwriters and internal teams
• Support invoicing and month-end requirements
• Perform other administrative tasks as required

Qualifications

• Experience with Ebix/Sunrise systems is required
• At least 2 years' relevant experience in insurance or administrative support
• Proficient in Microsoft Word and Excel
• Strong communication and interpersonal skills
• Detail-oriented with strong organizational skills
• Ability to work independently and as part of a team
• Understanding of insurance regulations (FSRA, Privacy Legislation, Code of Practice)

Preferred

• ASIC RG146 (Tier 1 and/or Tier 2)
• Allianz product training

What You'll Love

• AU Dayshift schedule
• Competitive salary package
• HMO + paid time off
• Supportive leadership that values your voice and expertise
• Clear growth opportunities and skill development
• A people-first culture built on trust, collaboration, and creativity
• Fun engagement activities and a positive team environment