- Develop and maintain internal and external stakeholder relationships to provide tailored client service
- Provide timely and accurate client advice across alternative risk transfer and insurance products
- Achieve growth targets and retain and grow a portfolio of local government clients
- Plan and implement effective renewal strategies to support account retention and defence
- Build presence across Victoria by understanding regional nuances and sector-specific challenges
- Visit metropolitan and regional councils throughout Victoria
- Develop expertise in Discretionary Trusts, Mutuals, and bespoke general insurance products
- Deliver cutting-edge risk transfer solutions protecting critical public assets and services

Requirements

- Minimum 5 years’ experience in client portfolio management in insurance broking and/or general insurance
- Tier 1 Insurance Broking qualification (or higher)
- Ability to work under pressure, prioritise workload, meet deadlines, and demonstrate excellent time management
- Ability to maintain high service standards
- Previous experience in alternative risk transfer options, including Discretionary Trusts and Mutuals, is desirable
- Appropriate approval to work in Australia




- Successful applicants must complete a Criminal & Bankruptcy check before commencing employment

Core Competencies

Demonstrates expertise in client portfolio management within the insurance sector, focusing on alternative risk transfer solutions and maintaining high service standards. Proven ability to develop stakeholder relationships and implement effective strategies for account retention and growth.

Highest-signal resume keywords

- Client Portfolio Management
- Tier 1 Insurance Broking Qualification
- Alternative Risk Transfer Solutions
- Discretionary Trusts Expertise
- Time Management

ATS Optimization Keywords

Hard Skills

- Client Advice
- Account Retention Strategies
- Insurance Products Knowledge
- Growth Target Achievement
- Risk Transfer Solutions

Soft Skills

- Relationship Building
- Pressure Management
- Prioritization
- Service Standards Maintenance

Certifications & Qualifications

- Tier 1 Insurance Broking Qualification

Industry Keywords

- Insurance Broking
- General Insurance
- Local Government Clients
- Mutuals
- Bespoke Insurance Products

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📌 Senior Account Manager (Melbourne)
🏢 Jobtailor
📍 Melbourne