High Net Worth Insurance Account Manager

2 weeks ago


Melbourne, Victoria, Australia Fuse Recruitment Full time

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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