Assistant Account Executive

Capricorn

  • Sydney, NSW
  • Permanent
  • Full-time
  • 1 month ago
A little about usCapricorn is one of Australia and New Zealand's largest and most dynamic Member-owned organisations. Since 1974, we've been dedicated in supporting our Members with solutions that truly matter. Our flagship Trade Account offers instant credit with over 2,000 Preferred Suppliers, simplified monthly expenses, and a generous rewards program as the cherry on topWe have a strong foundation in the automotive and machinery aftermarket industry with over 30,000 highly engaged Members across Australia and New Zealand, from national franchises to your local family workshop. Last year we facilitated $3.7bn worth of transactions, and returned nearly $93 million in value to our Members.At Capricorn we work hard to ensure that Our People, Our Members and Preferred Suppliers are connected into the Capricorn Community.Join us and be part of a team that's committed to driving success, innovation and making a difference, while having some fun along the way!Role Overview: Make an Impact in Insurance OperationsAre you detail-oriented and thrive in a fast-paced environment? Join our team and play a key role in supporting brokered commercial and personal lines insurance across Australia and New Zealand. This role is perfect for someone who enjoys variety, autonomy, and making a real difference in the day-to-day operations of a dynamic insurance business.What You'll Be Doing
  • Process and invoice new business, endorsements, and renewals with precision and speed.
  • Coordinate premium funding contracts and ensure accurate filing.
  • Collaborate with Risk Account Managers and clients to gather underwriting information and confirm instructions.
  • Provide proactive support to Members, including managing complaints in line with RG271 requirements.
  • Maintain claims status reports and follow up on policy payments.
  • Build strong relationships with internal teams and external insurance stakeholders.
  • Contribute to the smooth running of the business with general broking and account support.
What You'll BringSkills & Attributes:
  • A sharp eye for detail and strong organisational skills.
  • Excellent communication-both written and verbal.
  • Confidence working independently and taking initiative.
  • Strong problem-solving and analytical thinking.
  • A commitment to delivering outstanding service.
Experience:
  • At least 1 year in financial services (insurance experience is a plus).
  • Familiarity with systems like iBais, OfficeTech, and Sunrise (desirable).
Qualifications:
  • RG 146 Tier 2 qualification (essential).
A little on life at CapricornJoining our community is about more than just a job, so here's what's in it for you:
  • Work flexibility - We're all unique, and so are the ways in which we work. Whether it's flexible hours or WFH arrangements, we'll work with you to find the best way for us to work together.
  • Development Opportunities - your success is ours too. We provide training opportunities and development to give you the tools you need to grow.
  • Paid parental leave - during life's most important times, we support parents' leave (for both parents) and their transition back to work.
  • Get social - our social calendar is full, with a range of different virtual and face-to-face events to keep us connected.
  • A place you want to be - from the sweeping city views, coffee on tap and the general buzz of our team, Capricorn is a place you want to be.
  • A cherry on top - we've got a heap of benefits that our team actually use, including a fantastic reward and recognition program, wellness program, additional leave purchase and so much more!
  • Amazing Benefits - Unlock amazing benefits at Capricorn. We offer all staff free gym membership near the office, discounted private health benefits and all inclusive working from home kits to get you started!
Sound like you'd be a good fit?If you are ready to become part of a growing community and make a real impact, get in touch today.For further information, support with your application and details on Capricorn, please visit our website at capricorn.coop/careers

Capricorn

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