Service Executive

Service Executive

WB Mackay Pty Ltd is seeking a Service Executive to join their team in Mackay. This is a full-time, onsite position.

This role offers the opportunity to contribute to shaping better decisions and making a difference. As a Service Executive, you will support clients in Mackay, working collaboratively with colleagues to deliver exceptional client service and operational excellence. The position is suited for an individual with a passion for client outcomes, teamwork, and continuous improvement.

Key Responsibilities:

• Assist with client renewals and servicing according to Aon protocols.
• Support the confirmation of policy terms, asset schedules, and quotations with insurers.
• Prepare premium calculations, allocations, and professional documentation.
• Maintain client asset schedules and ensure data integrity within internal systems.
• Follow up on outstanding information from clients and insurers.
• Assist with invoicing and premium collection.
• Collaborate with colleagues to manage workload and priorities.
• Interact professionally with clients, insurers, and internal teams.
• Apply operational excellence and resilience across business processes.
• Contribute to continuous improvement and data-driven decision making.
• Support a culture of proactive conduct and risk management.

What We’re Looking For:

• Strong written and verbal communication skills.
• Proficiency in Microsoft Word, Excel, and Outlook.
• Demonstrated initiative, adaptability, and capacity to multitask.
• High attention to detail and accuracy.
• Commitment to continuing professional development and industry certifications.
• Basic level understanding of insurance-related terms, processes, and products.
• Previous experience in Financial Services, Banking, or Insurance is preferred but not essential.

Why WB Mackay Pty Ltd?

• Committed to shaping decisions for the better.
• Inclusive, diverse team culture.
• Passionate about making colleagues and clients successful.
• Opportunities for growth and development.
• Supportive leadership and collaborative environment.

Location: Mackay, QLD.