Account Executive

We are looking for a motivated and client-focused Account Executive to join our growing team. In this role, you will serve as a key point of contact for our clients, delivering exceptional service and tailored insurance solutions while supporting the firm’s business development efforts. This is an excellent opportunity for an insurance professional looking to advance their career in a dynamic brokerage environment.

Responsibilities:

• Client Relationship Management: Cultivate and sustain long-term client partnerships, ensuring high levels of satisfaction and retention while proactively addressing evolving risk management needs.
• Client Advisory & Support: Guide clients through insurance inquiries, incident reporting, and claims resolution with clarity and professionalism.
• Proposal & Placement Preparation: Prepare accurate and comprehensive quotations, renewal proposals, policy placements, and all supporting documentation in a timely manner.
• Stakeholder Coordination: Collaborate with underwriters, loss adjusters, and external partners to efficiently manage policy administration and claims-related matters.
• Policy Administration: Oversee day-to-day policy servicing, including endorsements, documentation, and execution of corporate insurance programmes.
• Billing & Reporting: Process premium billing, follow up on accounts receivable, and generate regular business reports to support operational transparency.
• Business Development Support: Actively promote insurance products, services, and marketing initiatives to contribute to sales growth and new client acquisition.
• Industry Awareness: Stay informed on regulatory changes and market trends; support ad-hoc project assignments as required.

Requirements:

• Education: Higher Diploma or above in a related discipline.
• Certifications: Relevant insurance qualifications (e.g., IIQE) are preferred; candidates currently pursuing ACII or ANZIIF examinations will also be considered.
• Experience: 2–3 years of relevant experience in the insurance industry.
• Brokerage Knowledge: Solid understanding of insurance brokerage operations and local regulatory compliance standards.
• Technical Skills: Proficiency in MS Office applications (Word, Excel, PowerPoint, Outlook).
• Language Skills: Strong command of written and spoken English, Cantonese, and Mandarin to effectively serve a diverse clientele.

Career Progression

Candidates with more extensive experience may be considered for the position of Officer – Account Management, offering greater responsibility and growth potential.

Why Join Taishan Insurance Brokers?

This is a fantastic opportunity to build your career in a supportive, client-centric environment that values professional development, integrity, and collaboration. If you are ready to take the next step, we encourage you to apply.