Corporate Account Executive required for a highly regarded and successful insurance brokerage in Melbourne

Your new company

Join a highly respected, award-winning insurance brokerage known for delivering expert advice across a diverse portfolio of clients. With a strong focus on professional development, team culture, and client service, this organisation offers the technical capabilities of a large firm with the personalised approach of a boutique business. The brokerage is well-known for working with a range of highly respected clients across a range of sectors, primarily focusing on commercial, corporate and personal lines. This is a rare and fantastic opportunity for an insurance broker with corporate experience to take the next step in their career with a truly market-leading business.

Your new role

As a Corporate Account Executive, you will be responsible for managing and developing a portfolio of corporate insurance accounts. This role is reporting to the Account Director, and you will deliver high-quality service and advice, ensuring compliance and operational excellence across all client interactions.

• Manage a defined portfolio of corporate clients, ensuring all servicing requirements are met with precision and professionalism.
• Prepare and process client questionnaires, ensuring completeness and accuracy prior to renewal or new business placement.
• Handle all aspects of policy administration including endorsements, cancellations, renewals, and documentation, maintaining detailed addendum notes and audit trails.
• Coordinate premium funding arrangements and debtor follow-ups, ensuring timely invoicing and financial accuracy across multi-location policies.
• Liaise with insurers to organise risk surveys and ensure completion of any recommendations or risk improvements.
• Maintain and update renewal pre-lists, ensuring all compliance and internal policy requirements are met.
• Provide tailored product advice across a range of classes including ISR, Business Interruption, Liability, Cyber, Marine Transit, and Motor fleet.
• Build and maintain strong relationships with underwriters, surveyors, funders, and other stakeholders to support client outcomes.

What you'll need to succeed

• Minimum 2 years' experience in insurance broking, ideally within corporate or commercial lines.
• Tier-1 broking qualification is essential.
• Strong attention to detail and ability to manage multiple client requirements simultaneously.
• Excellent communication and interpersonal skills, with a client-first mindset.
• Proficiency in MS Office; experience with Winbeat, OfficeTech, Sunrise, SVU, SCTP is highly regarded.
• Ability to work independently while contributing to a collaborative team environment.

What you'll get in return

• Salary package of $80,000-$100,000 + superannuation, commensurate with experience.
• Hybrid working arrangements following probation period.
• Free on-site parking and a central office location with easy access to public transport.
• Structured training and mentoring from an experienced Account Director.
• Clear promotion pathways and opportunities to grow into senior roles.
• Performance incentives and recognition for individual and team achievements.
• A supportive team culture with regular celebrations, social events, and staff outings.
• Access to ongoing professional development and technical support from in-house advisors.

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]. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.