Insurance Account Executive required by a Melbourne-based brokerage for commercial clients

Your new company

This is a modern, forward-thinking and growing insurance brokerage based in Melbourne's CBD, who are looking for a Commercial Account Executive to join their team. The business is progressive and well-regarded, providing an excellent benefit package to their employees and offering a broad range of work. The company is looking to hire an experienced insurance account executive, to deal with a strong book of commercial work, covering mainly Business Package, Small ISR, Public / Management Liability, Marine Transit, and Cyber. This is a flexible role based in Melbourne's CBD.

Your new role

This role will see you work as part of an insurance broking team, dealing with a broad mix of both new and existing commercial and SME clients. Your main responsibilities will include:

• Manage and retain a portfolio of SME clients across various industries.
• Prepare and present tailored insurance solutions and renewal options.
• Negotiate terms with underwriters and issue policy documentation.
• Handle client enquiries and support claims processes as needed.
• Identify and pursue new business opportunities and referral leads.
• Ensure compliance with RG146, industry regulations, and internal policies.
• Maintain up-to-date knowledge of insurance products and market trends.
• Collaborate with team members and management to meet business goals.
• Deliver high-quality service with attention to detail and accuracy.
• Complete the required professional development and maintain Tier 1 qualifications.

What you'll need to succeed

• Tier 1 Insurance Broking qualification.
• Minimum 3 years' experience managing a commercial insurance portfolio.
• Strong technical knowledge across a range of general insurance products.
• Familiarity with claims processes and broking systems.
• Excellent communication, negotiation, and client relationship skills.
• Proven ability to work collaboratively in a team environment.

What you'll get in return

This role offers a strong benefits package for the right person, including:

• Salary between $100,000 and $110,000 including super, which may be negotiable depending on your experience.
• Hybrid working (2 days in the office per week).
• Melbourne CBD-based role, serviced by great transport routes.
• Clear pathway for further career progression and management opportunities from day one.
• Broader employee wellness benefits and team-building activities.

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or contact Sam Puddephatt on [email protected] now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.