The Senior Account Executive plays a crucial role in providing personalised insurance solutions to clients, ensuring their assets and wellbeing are protected, and in driving business growth and managing key client accounts. You will possess a deep understanding of various personal, business, farm, and other insurance products, and demonstrate exceptional customer service skills and the ability to build and nurture strong client relationships.
Key responsibilities
- Serve as the primary point of contact for assigned clients, building and nurturing strong relationships, and understanding their insurance needs and objectives.
- Act as a trusted advisor to clients, providing guidance on complex insurance products, risk management strategies, and industry trends.
- Conduct regular client meetings to assess needs, identify opportunities, and address any concerns or issues.
- Collaborate with colleagues across departments, including underwriting and claims, to deliver seamless service to clients.
- Develop and execute strategic account plans to retain existing clients and acquire new business opportunities.
- Generate new business by implementing new client contact activities.
- Achieve agreed retention targets by reviewing all renewals and implementing strategies to contact and review.
- Prepare proposals, presentations, and insurance quotes tailored to the specific needs of prospective clients, and follow-up with clients as required.
- Oversee the management of client accounts, ensuring exceptional service delivery, and adherence to regulatory requirements and company policies and operating procedures.
About you
- Display a knowledge of general insurance (preferred but not required).
- Obtain or have already Tier 1 or Tier 2 accreditation in Australian Financial Services Reform Act 2001 (FSRA) Insurance.
- Ability to build and nurture strong client relationships.
- Stay informed about industry trends, market conditions, and emerging risks.
- Ability to develop and implement risk mitigation strategies.
- Ability to achieve high levels of regulatory compliance.
APPLICATIONS CLOSE: 1st December 2026, If the right applicant presents prior, applications may close sooner.
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Senior Account Executive in Horsham employer: Elders Insurance
Elders Insurance is a family-owned, award-winning business with a strong commitment to supporting regional and rural communities. The company fosters a friendly and supportive work culture, emphasizing teamwork and open communication, which is evident in their weekly team catchups. Employees have opportunities for professional growth through structured training and the chance to transfer to different locations.
