Domestic Account Manager | Insurance Broker
n 15-9-26 Melbourne / Permanent
n Take ownership of an established domestic insurance portfolio and join a highly regarded, independently owned brokerage where client relationships, expertise and people are genuinely valued.
n
This is an excellent opportunity for an experienced Domestic Account Manager who is ready to take over an established book, build strong client relationships and become a trusted point of contact for a diverse range of personal insurance needs.
n
Why Join:
n
n
- Established $350K Portfolio- Step into a substantial book with an existing client base
n
- Independently Owned Brokerage- Have a genuine voice and make an impact
n
- Strong Market Relationships- Access to experienced insurance specialists and leading insurer relationships
n
- Cooperative Culture- Work alongside a supportive team where people and client relationships come first
n
- Career Development- Broaden your technical knowledge across a diverse range of personal insurance products
n
n
The Opportunity:
n
You'll take ownership of an established portfolio of approximately $350K, servicing 367 clients and 920 policies.
n
With exposure across a broad range of domestic insurance products, this is a varied role where no two days will be the same. You'll manage the full client lifecycle,
providing proactive advice and ensuring clients receive a high level of service.
n
Key Responsibilities:
n
n
- Manage and service an established domestic insurance portfolio
n
- Build and maintain strong, long-term client relationships
n
- Manage renewals, endorsements, cancellations and policy adjustments
n
- Handle day-to-day client enquiries and provide tailored solutions
n
- Review client requirements and identify appropriate coverage opportunities
n
- Liaise with insurers and underwriting partners
n
- Maintain accurate policy documentation and records
n
- Deliver a consistently high standard of client service
n
n
You'll ideally have:
n
n
- Previous experience managing a domestic insurance portfolio
n
- Strong knowledge of personal lines insurance
n
- Exposure to Prestige Motor & Home, Caravan, Farm, Boats, Landlords or Strata highly regarded
n
- Excellent communication and relationship management skills
n
- Strong attention to detail and organisational ability
n
- The confidence to manage a high-volume portfolio independently
n
- Strong technology skills and the ability to learn new systems quickly
n
n
Experience with WinBEAT and OfficeTech would be advantageous, however training will be provided. What's essential is that you're comfortable with technology, adaptable, and able to pick up current systems within a reasonable timeframe.