06 Oct
|
Blake Oliver Consulting
|
Parramatta
06 Oct
Blake Oliver Consulting
Parramatta
Job Description
We are seeking an experienced Account Executive to join a growing insurance brokerage, with a strong focus on managing and retaining an existing portfolio of clients through the annual renewal cycle.
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This role will suit an insurance professional who enjoys building strong client relationships, has a sound understanding of commercial insurance products, and is highly organised when managing multiple renewals and competing deadlines.
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You will take ownership of your portfolio, working closely with clients, insurers and internal broking teams to ensure policies are effectively reviewed, marketed and renewed.
Key Responsibilities n
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- Manage a portfolio of commercial insurance clients, with a primary focus on annual renewals and retention.
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- Manage the end-to-end renewal process, from initial client discussions through to placement and policy confirmation.
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- Conduct regular reviews of client insurance programs to understand changes in their business, risk exposures and insurance requirements.
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- Prepare renewal submissions, market presentations and documentation for insurers.
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- Approach and negotiate with insurers to obtain appropriate coverage, terms and pricing on behalf of clients.
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- Maintain strong relationships with existing clients and act as a key point of contact for day-to-day insurance requirements.
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- Identify opportunities to improve coverage, structure and overall insurance programs.
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- Work closely with Account Managers,
Brokers and support staff to ensure accurate and timely processing of renewals.
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- Monitor renewal pipelines and ensure all client and insurer deadlines are met.
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- Provide advice and guidance to clients regarding their insurance covers, policy conditions and renewal options.
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- Maintain accurate client records, policy documentation and CRM information.
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- Assist with claims, mid-term adjustments and other client servicing requirements where required.
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About You nn
- Previous experience in commercial insurance broking, ideally in an Account Executive or similar client-facing position.
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- Strong understanding of commercial insurance products and the broking process.
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- Proven experience managing renewals and an existing client portfolio.
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- Strong client relationship and communication skills.
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- Commercially minded with the ability to negotiate effectively with insurers.
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- Highly organised with strong attention to detail and the ability to manage multiple deadlines.
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- Ability to work independently while also contributing to a broader broking team.
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- Tier 1 insurance qualification or equivalent is preferred.
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The Opportunity n
This is an prospect to join a professional and growing brokerage where you will have genuine ownership of your client portfolio and play an important role in client retention, renewal performance and long-term relationship management.
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📌 Account Executive (Parramatta)
🏢 Blake Oliver Consulting
📍 Parramatta