Senior Account Executive

Job Summary:

If you're a seasoned insurance broker with sharp commercial instincts and a passion for real impact, We're your next move We're an innovative brokerage that values putting clients first, valuing integrity, and empowering you to focus on the work that matters. Manage your own client portfolio, leverage warm leads, generate outbound leads, and grow with a respected business. It's your time to do meaningful work, build real relationships, and grow with a business that blends tech, trust, and tailored service.

About the Company:

We are a Melbourne-based brokerage consistently ranked among the top three insurance brokers in Melbourne. With a 4.9-star average rating across independent review sites and a strong presence in the SME market, with a growing Mid-Market Portfolio, we stand out for our personal approach and high-integrity service model.

We specialise in tailored business insurance solutions for small to mid-sized enterprises, covering a wide range of industries and risks, from professional indemnity and cyber to liability, property, commercial fleet and more.

Our difference? We're small enough to care deeply and big enough to compete confidently. With strong systems, tech-enabled processes and offshore support, we reduce admin and let brokers focus on relationships and results.

The Role:

This isn't your typical policy-processing role. It's your chance to own your portfolio, build lasting client relationships and deliver real, strategic risk advice that makes a difference.

You'll work with a dynamic mix of SMEs, lower mid-market clients, backed by inbound and outbound leads, smart automation and the tools to proactively develop your book.

If you're a broker who thrives on commercial thinking, meaningful outcomes and being your clients' go-to advisor – this could be the career-defining move you've been waiting for

What a Typical Day Looks Like:

• Review upcoming renewals and client actions
• Consult with clients via Teams/Zoom to assess their business risks
• Negotiate coverage and pricing with underwriters
• Supporting clients through the claims process
• Conduct a gap analysis on an existing client's insurance program
• Strategic planning for outbound prospecting

Key Responsibilities:

• Manage and retain a portfolio of SME and mid-market clients
• Convert warm inbound leads and initiate outbound opportunities
• Deliver tailored insurance advice across key product lines
• Oversee the full policy lifecycle: quoting, placement, renewals, endorsements, and basic claims
• Maintain high compliance and accurate client records
• Work with insurers and underwriters to negotiate competitive outcomes
• Contribute to internal improvements and mentor junior team members

Key Skills & Qualifications:

• Proven experience managing commercial insurance clients
• Minimum 3-4 years of commercial insurance client management experience required
• Technical understanding of ISR, Financial Lines, Cyber and Liability cover
• Tier 1 Broking qualification (or Tier 2 with intent to complete Tier 1)
• Strong interpersonal, negotiation and communication skills
• Proficiency in digital platforms, broking tools and CRM systems
• Highly organised, detail-oriented and commercially minded
• Australian work authorisation is required for this position

Why Work for Us?

• Boutique and Growing brokerage with big impact: Join a respected firm where your work truly makes a difference.
• Values-driven culture: Integrity, client-first mindset and genuine care are at our core
• Flexible working: Based in South Yarra with options for hybrid/WFH
• Visible impact: Your performance is recognised in a close-knit, high-performing team
• Career growth, your way: Whether you're deepening your expertise or looking to grow in a leadership role, we'll back your development.
• Diverse product exposure: Work across cyber, ISR, Management Liability, business packs and more.

How to Apply:

Apply via the Seek portal. For further information, please contact our external HR Consultant