High Net Worth Insurance Account Manager
2 weeks ago
We are seeking a seasoned Account Executive to join our client's High Net Worth – Personal Lines team in Melbourne.
Key Responsibilities:
- Manage a diverse national portfolio of high net worth clients.
- Work autonomously to ensure exceptional customer service and compliance with operational requirements.
- Liaise with underwriters, colleagues, and clients to maintain high standards of service.
- Secure new business and ensure retention of existing clients.
Requirements:
- Experience in autonomously managing a high net worth personal lines portfolio.
- Tier 1 Broking qualification.
- Knowledge of Broking and Steadfast software, as well as WinBeat.
- Excellent client relationship skills and attention to detail.
- Strong Victorian relationships with insurers and underwriters.
About the Role:
Our client is a highly established industry leader with a strong reputation for excellence. This is an excellent opportunity to join a dynamic team and contribute to the company's continued success.
What We Offer:
- A competitive package and bonus structure.
- Development opportunities and a hybrid work arrangement.
- A supportive and collaborative team environment.
- Regular appraisals and salary reviews.
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