Category: Insurance

Location: Melbourne Victoria Australia

Established Broking House is seeking an Account Executive to manage a portfolio of existing personal lines clients. This is an internal role requiring all aspects of client service including process documentation, quotations, renewals etc.

As the successful candidate you will have:

- 2+ years of insurance broking experience.

- Exposure to classes such as Home and Motor insurance

- Prior experience undertaking all aspects of insurance broking including responding to client requests, all processing and documentation associated with the portfolio and claims management.

- Excellent communication and negotiation skills.

- Willingness to take direction from senior staff





- Ability to work in a collaborative team workplace.

- Tier 1 broking essential.

- Competent in IT and office procedures.

- Winbeat and Sunrise experience

Duties in this role will include:

- Maintenance of a portfolio of personal lines risks.

- Processing quotations, endorsements, renewals and cancellations.

- Proactively act upon new business leads provided by the brokerage

- Identify opportunities for cross-sell and/or up-sell of product to clients

- Working collaboratively with team members.

Details Apply Now

📌 Personal Lines Broker (Melbourne)
🏢 Hooker And Heijden
📍 Melbourne