High Net Worth Account Executive
1 month ago
Are you a results-driven professional looking to take your career to the next level? We have an exciting opportunity for a High Net Worth Account Executive to join our client, a multi-award-winning family-owned insurance broker based in Melbourne's inner South East.
Salary: Up to $120,000 per annum + bonus
About the RoleWe are seeking an experienced Account Executive to join our High Net Worth - Personal Lines team. As a key member of our team, you will be responsible for autonomously managing your own book of loyal clients, ensuring exceptional customer service and retention rates.
Main Responsibilities:
- Manage compliance and operational requirements for your portfolio
- Liaise with Underwriters, colleagues, and clients to maintain excellent relationships
- Secure new business and ensure retention of current clients
- Work closely with the claims team to resolve any issues efficiently
Requirements:
- Proven experience in autonomously managing high net worth personal lines portfolios
- Tier 1 Broking qualification is essential
- Strong technical skills in Broking and Steadfast software & WinBeat
- Excellent client relationship skills and attention to detail
- Familiarity with Victorian insurance market and strong relationships with insurers and underwriters
What We Offer:
- A competitive salary package with bonus potential
- Hybrid work arrangement (4 days office-based, 1 day remote)
- Ongoing training and development opportunities
- Attractive employee benefits package
Our client offers a dynamic and supportive work environment, where you can grow your career and achieve your goals. If you are a motivated and ambitious individual with a passion for delivering exceptional results, we encourage you to apply.
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