Senior Client Executive

ABOUT THE COMPANY:

Lotus People are delighted to be working with a global Insurance firm, with global offices, who are looking to a Senior Client Executive to join their Melbourne Office. We absolutely love working with this client thanks to their warm culture and outstanding team

You'll be part of a high-performing work environment while still enjoying a warm and welcoming culture. With a strong international presence and a commitment to ethical and socially responsible practices, our client is consistently recognised for their excellence. This is your opportunity to be a part of an organisation that consistently ranks among the world's best employers.

THE ROLE:

As a Senior Client Executive, you will be responsible for managing a diverse portfolio of SME clients within the Select division, delivering personalised and strategic insurance solutions across multiple policy lines. This role will see you act as a trusted advisor, building strong client relationships, overseeing renewals and retention, and ensuring programs are tailored to each client's unique needs and risk profile. With regular face-to-face and online client meetings, as well as attendance at industry events and networking opportunities, you'll play a key role in driving exceptional service and long-term client success.

*RESPONSIBILITIES:*

• Independently manage a portfolio of high-profile SME clients across multiple industries
• Oversee client renewals, retention, and growth strategies
• Deliver tailored advice on multi-policy insurance programs
• Conduct client meetings face-to-face and online, building trust and strong partnerships
• Attend industry events, fairs, and networking activities to enhance client relationships
• Provide accurate, compliant, and strategic insurance support aligned with client needs
• Collaborate closely with senior brokers and internal stakeholders to deliver premium service

*SKILLS & EXPERIENCE:*

• Tier 1 qualified Insurance Broker with strong industry knowledge
• Proven experience in client portfolio management, ideally within SME or commercial insurance
• Skilled in building client relationships, with strong interpersonal and communication abilities
• Commercially astute, proactive, and solutions focused
• Confident managing multi-policy insurance programs across diverse industries
• Comfortable attending client meetings and industry events as a trusted brand representative

BENEFITS:

• Competitive base salary + bonus of up to 35% based on business growth
• Structured career development and ongoing training support
• Vibrant office environment with hybrid flexibility (up to 2 days WFH after probation)
• Comprehensive wellbeing initiatives, employee assistance programs, and paid volunteering days
• Rewards programs, stock purchase plans, and opportunities for international exposure

OUR RECRUITMENT PROCESS:

At Lotus People, we are committed to fostering diversity, equity and inclusion. We encourage applicants from all backgrounds to apply and will ensure a fair and equitable recruitment process.

Every application we receive is reviewed by a real person, never by AI. If your experience aligns with the requirements of the role, a consultant will be in touch within 2–3 business days for an initial phone screen. Shortlisted

candidates will then proceed to a virtual interview with the consultant managing the role.

Due to the volume of applications and the specific nature of our briefs, we are unable to take phone enquiries about roles before an application is submitted. We ask that all interested candidates please apply online and wait to hear from us. Rest assured, we respond to every applicant, regardless of the outcome, so you will not be left wondering.

Lotus People are proud to have been awarded Best Agency for Candidate Experience for five consecutive years. We look forward to providing you with a positive and respectful experience.