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Account Executive

4 weeks ago


Melbourne, Victoria, Australia Financial Women's Association Full time
Account Executive in general insurance required by an established brokerage in Melbourne Your new company
This is a well-regarded and long-established insurance brokerage based in Melbourne that is looking to make key hires of two Account Executives to bolster their insurance broking team. The business are known for offering excellent service and support to their longstanding client base, building strong relationships and offering a supportive office culture.

Your new role
The Account Executive supports client portfolio management within the general insurance sector, focusing on service delivery, policy administration, and client engagement. This role is ideal for someone with foundational industry experience and a proactive, client-focused mindset.

- Assist in preparing and processing insurance renewals and endorsements
- Support client onboarding and new business acquisition activities
- Liaise with clients to gather information and provide tailored insurance solutions
- Coordinate with insurers to negotiate terms and manage policy documentation
- Monitor and follow up on outstanding payments and account balances
- Facilitate claims handling by gathering documentation and communicating with stakeholders
- Maintain accurate records and file notes for all client interactions
- Ensure compliance with industry regulations and internal standards
- Utilise insurance platforms and quoting tools to manage client policies.

What you'll need to succeed
- Minimum of 1 year's experience in a client-facing or broking role within the insurance or financial services industry
- Ideally - an industry-specific qualification such as ANZIIF Tier-1 or Tier-2 in insurance broking, or a recognised diploma
- Knowledge and understanding of how to manage policy documentation, renewals, and endorsements
- Exposure to claims handling and liaising with insurers on behalf of clients
- Familiarity with insurance quoting platforms and digital broking systems
- Proven track record of maintaining strong client relationships and delivering high-quality service
- Experience working in a compliance-driven environment with attention to regulatory standards.
What you'll get in return
- Competitive salary package, between $70,000 and $90,000, negotiable depending on experience
- Ongoing professional development and training opportunities, with support for further training and qualifications
- Access to internal mentoring and career progression pathways
- This is an office-based role, close to the CBD in Melbourne.
- True autonomy in your role, with an opportunity to maintain and grow a portfolio of clients
- Flexible work arrangements where applicable
- Collaborative and inclusive team culture
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 Samuel.Puddephatt@hays.com.au 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.
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