High Net Worth Account Executive

1 month ago


Melbourne, Victoria, Australia Fuse Recruitment Full time

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 Role

We 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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