Job Description

About the Business

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Our client is a well-established insurance broking firm with a long history in the Australian market, with a team across multiple specialty business units including their own in-house claims department, they've built a strong reputation for tailored, relationship-led insurance and risk solutions for SME and commercial clients nationwide.

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Backed by one of the industry's major listed groups the business has grown steadily broadening its specialty capabilities while staying true to a personalised, long-term approach to client relationships.

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This is a great opportunity to join a stable, growing brokerage with excellent support structures, clear progression pathways, and a genuine focus on staff development.

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The Role

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We're seeking an Assistant Account Executive to join a collaborative broking team, supporting Account Executives and Brokers across the full client and policy lifecycle. This is an ideal opportunity for someone looking to build a long-term career in commercial insurance broking with strong mentoring and support on offer.

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Key responsibilities will include:

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- Assisting with the preparation of renewals, new business submissions and mid-term adjustments
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- Liaising with insurers to obtain quotes and negotiate terms
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- Preparing insurance summaries, schedules and client documentation
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- Supporting Account Executives with day-to-day client servicing and queries
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- Processing policy documentation accurately and within required timeframes
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- Building strong working relationships with insurers and underwriters
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- Assisting with claims coordination where required
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Assistant Account Executive

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Location: Eastern suburbs, Melbourne

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Salary: $80,000 + Super

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About the Business

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Our client is a well-established insurance broking firm with a long history in the Australian market, with a team across multiple specialty business units including their own in-house claims department, they've built a strong reputation for tailored,



relationship-led insurance and risk solutions for SME and commercial clients nationwide.

n

Backed by one of the industry's major listed groups the business has grown steadily broadening its specialty capabilities while staying true to a personalised, long-term approach to client relationships.

n

This is a great opportunity to join a stable, growing brokerage with excellent support structures, clear progression pathways, and a genuine focus on staff development.

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The Role

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We're seeking an Assistant Account Executive to join a collaborative broking team, supporting Account Executives and Brokers across the full client and policy lifecycle. This is an ideal opportunity for someone looking to build a long-term career in commercial insurance broking with strong mentoring and support on offer.

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Key responsibilities will include:

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- Assisting with the preparation of renewals, new business submissions and mid-term adjustments
n
- Liaising with insurers to obtain quotes and negotiate terms
n
- Preparing insurance summaries, schedules and client documentation
n
- Supporting Account Executives with day-to-day client servicing and queries
n
- Processing policy documentation accurately and within required timeframes
n
- Building strong working relationships with insurers and underwriters
n
- Assisting with claims coordination where required
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About You

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- Prior experience in insurance broking (Assistant Account Executive, Broker Support or similar) is highly regarded
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- Tier 1 insurance broking qualification (or working towards) preferred
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- Strong attention to detail and organisational skills
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- Excellent communication skills, both written and verbal
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- A proactive, team-oriented attitude with a genuine interest in building a career in broking
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- Experience with broking software (e.g. Sunrise, WinBEAT) is a bonus but not essential
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What's on Offer

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- $80,000 + Super
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- Genuine career progression within a growing, well-resourced brokerage
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- Supportive, close-knit team environment
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- Ongoing training and career development support
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- Stable, long-established business with strong industry backing
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📌 Assistant Account Executive (Victoria)
🏢 Morgan Consulting
📍 Victoria