Highly reputable national steadfast brokerageHybrid working arrangementTier 1 broking qualification essential
Our client is a highly regarded insurance brokerage with a loyal client base and a people-first culture.
As the business continues to grow they are looking for a Client Executive to join the SME team in Melbourne.
As a Client Executive, you will be responsible for the day-to-day running of a SME portfolio, working closely with clients, underwriters and a supportive team.
You will also be:
Processing new business and renewals
Preparing insurance proposals, submissions and client documentation
Obtaining and negotiating insurance quotations
Binding coverage and assisting with policy administration
Resolving client and policy-related queries and maintaining accurate client records




Supporting the wider broking team and contributing to new business opportunities
To Excel in the role, you will have:
Recent experience in a SME/Commercial broking role
Strong knowledge across a range of commercial insurance classes
Tier 1 broking qualification (Essential)
Excellent communication and relationship-building skills
The ability to manage competing priorities in a fast-paced setting
Confidence talking to clients and building relationships
If you are a driven, personable insurance broker who enjoys working with good people in a supportive team environment and genuine opportunity to grow, we'd love to hear from you.
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📌 Client Executive – Sme (Sydney)
🏢 Succession Partners
📍 Sydney