- Highly reputable national steadfast brokerage
- Hybrid working arrangement
- Tier 1 broking qualification essential
Our client is a highly regarded insurance brokerage with a loyal client base and a people-first culture. As the business continues to grow they are 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.
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Client Executive - Sme in Melbourne employer: Succession Recruitment Pty Ltd
Join a dynamic team in Melbourne where you can thrive in a genuine hybrid working environment, balancing office and home life while managing a diverse portfolio of liability claims. Our supportive culture prioritises employee growth, offering unique benefits like novated car leasing and discounted healthcare, ensuring you feel valued and empowered in your legal career. With a focus on collaboration among legal professionals, this role provides an excellent opportunity to develop your skills without the pressure of billable hours.
Contact Details:
Succession Recruitment Pty Ltd Recruitment Team
