At a Glance
- Tasks: Manage a diverse SME portfolio and collaborate with clients and underwriters.
- Company: Reputable insurance brokerage with a people-first culture.
- Benefits: Hybrid work, supportive team environment, and genuine growth opportunities.
- Other info: Fast-paced environment with excellent communication and relationship-building opportunities.
- Why this job: Join a dynamic team and make a real impact in the insurance industry.
- Qualifications: Tier 1 broking qualification and recent SME/commercial broking experience.
The predicted salary is between 82800 - 101200 $ per year.
A highly regarded insurance brokerage with a loyal client base and a people-first culture is looking for a Client Executive to join the SME team in Melbourne.
As a Client Executive, you will be responsible for the day-to-day running of a SME portfolio, working closely with clients, underwriters and a supportive team. You will also be:
- Processing new business and renewals
- Preparing insurance proposals, submissions and client documentation
- Obtaining and negotiating insurance quotations
- Binding coverage and assisting with policy administration
- Resolving client and policy-related queries and maintaining accurate client records
- Supporting the wider broking team and contributing to new business opportunities
To excel in the role, you will have:
- Recent experience in a SME/Commercial broking role
- Strong knowledge across a range of commercial insurance classes
- Tier 1 broking qualification (Essential)
- Excellent communication and relationship-building skills
- The ability to manage competing priorities in a fast-paced environment
- Confidence talking to clients and building relationships
If you are a driven, personable insurance broker who enjoys working with good people in a supportive team environment and genuine opportunity to grow, we’d love to hear from you.
Client Executive in Sydney employer: Succession Partners Pty Ltd
Join a dynamic start-up underwriting agency in Sydney, where you will have the unique opportunity to shape and build a new strata portfolio from the ground up. With a focus on autonomy, modern technology, and direct access to senior leaders, this role offers an excellent salary package, bonuses, and a vibrant work culture that encourages innovation and professional growth. Be part of a team that values relationship-building and provides a platform for you to make a significant impact in the Australian insurance market.
Contact Details:
Succession Partners Pty Ltd Recruitment Team
