SME Account Executive/ Insurance Broker
The Role
As an Account Executive, you'll manage and grow your own portfolio of SME clients, providing strategic insurance advice and delivering exceptional service throughout the policy lifecycle. You'll work closely with business owners, underwriters and insurers to secure the best outcomes while identifying opportunities to strengthen client relationships.
Your responsibilities will include:
- Managing a portfolio of SME commercial clients.
- Meeting with clients to understand their businesses and insurance requirements.
- Identifying risks and recommending tailored insurance solutions.
- Preparing and presenting insurance proposals and renewal strategies.
- Negotiating competitive terms with insurers and underwriters.
- Providing ongoing advice and exceptional client service.
- Assisting clients through the claims process when required.
- Building long-term relationships and identifying opportunities for portfolio growth.
- Keeping up to date with industry trends, products and regulatory changes.
About You You'll be an experienced commercial insurance broker who enjoys working closely with clients and delivering practical, relationship-focused advice.
You'll ideally have:
- Experience managing or assisting a commercial insurance portfolio, particularly SME or domestic clients.
- Strong knowledge of commercial insurance products and placement strategies.
- Excellent communication, negotiation and relationship-building skills.
- A proactive, client-first approach with strong problem-solving abilities.
- The ability to manage competing priorities while delivering exceptional service.
- Tier 1 Insurance Broking qualifications (or equivalent), with further industry qualifications viewed favourably.
- Experience using broking systems such as Insight, WinBEAT, Sunrise or similar is advantageous.
What's On Offer - Salary up to $90,000 + super, depending on experience.
- Hybrid working with flexibility to work from home.
- Ongoing training and professional development.
- Supportive and collaborative team environment.
- Genuine opportunities for career progression as the business continues to grow.
- The opportunity to join a respected brokerage that values its people and builds long-term client relationships.
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