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 team-oriented team setting.
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 recent business leads provided by the brokerage
Identify opportunities for cross-sell and/or up-sell of product to clients
Working collaboratively with team members.

📌 Personal Lines Broker Melbourne
🏢 Hooker u0026 Heijden
📍 Melbourne